Likelihood to Recommend I already recommend Brightflag to anyone and everyone who processes invoices. There is a lot of information and data that comes on these invoices, and having a system that streamlines the information in one place has been extremely useful for a department that is a cost center and needs a quick way to justify every spend.
Read full review Rocket Matter offers many features useful to a law office of any size. Users can be added to the same subscription so that attorneys and paralegals can record their own billable and non-billable hours, costs, case notes, and tasks. I wish my current firm used Rocket Matter for the billing features alone. Generating invoices and creating a record of trust retainer transactions was easy and efficient. All payment and billing records were stored in one central system, which allowed me to look up a client's payment history, billing status and retainer balance in under 5 minutes.
Read full review Pros Easy interface Amazing customer service Measurable impact on bottom line Read full review Time capture - both via a timer and manual entry, makes sure you can get all the time entered on a regular basis in a quick and easy manner. Decent mobile integration. iPhone and iPad app typically work well and allow you to input time and expenses away from the office. Generating invoices and reminder statements is a snap, as are generating reports on income received and outstanding receivables as well as time worked. Aaron Kendal President and Attorney for Solutions for Business, Estate Planning, and Firearms Law
Read full review Cons More bespoke flags More benchmarking data Read full review While the Notes feature was immensely useful for keeping track of the last work completed on a matter or to keep a record of discussions with clients or relevant legal research, it could have been far more user-friendly. There is no way to export Notes saved to a .doc, .pdf, or any other format. To print or download Notes, I would have to painstakingly click on each entry and copy it into a word document, then go back to the previous page to click on the next entry to repeat the process as many times as there were notes. If printed directly from the website, the formatting spills off of the page. I am pleased with the amount which can be customized in invoice templates in Rocket Matter. However, to create your own template you need to use fields recognized by the program. Rocket Matter provides a guide and a list of available fields, however, it is a fairly complex undertaking for anyone unfamiliar with using fields in Word documents or using other code, such as HTML. It would be more intuitive for users if Rocket Matter employed a template customizing feature similar to that of QuickBooks, where text boxes and fields can be inserted and manually dragged to the desire area of the template. Rocket Matter can run very slowly and can slow down your computer quite a bit while it is running. I upgraded to a newer laptop with higher RAM after my first year of using Rocket Matter, and there was a noticeable difference in the speed and ease of use. Read full review Usability Super easy to set up and use. The interface is intuitive, but it's worth spending some time getting used to seeing where the different "file cabinets" are located. I recommend having one person dedicated to the day-to-day management of the platform (separate from the reviewers and approvers), someone who just manages to upload the invoices, setting up new vendors, liaising with BF Support, but cross-training everyone who uses it on the broad functions.
Read full review Support Rating Customer support is spectacular. Probably the single best quality of this product. They are quick to respond, quick to troubleshoot, and quick to offer suggestions on workarounds for things that might still be in the works (or unique to us). That level of agility and can-do attitude is what I needed in a partner like this.
Read full review Alternatives Considered Generally, Rocket Matter is more efficient for invoicing than Quickbooks, and does much better reports and invoices. Rocket Matter is much more attuned to legal business needs, and is superior to Quickbooks for a lawyers' billing and time/project management needs in just about every way.
Aaron Kendal President and Attorney for Solutions for Business, Estate Planning, and Firearms Law
Read full review Return on Investment ROI has been superb: saw a 30% drop in legal spend (based on invoice amount) due to catching items that shouldn't have been charged or charges that exceeded agreed-upon caps. Being able to add prior years' invoices to the system has been incredible since it allows for internal benchmarking and YoY comparison reporting. Read full review Rocket Matter has streamlined tracking billable time, tracking funds earned from trust retainers, invoicing, and maintaining a detailed transaction record for IOLTA trust accounting. As long as I regularly entered payment and billing information to keep the data current, I could quickly complete non-billable accounting and invoicing tasks. I know it can consume huge amounts of time trying to recreate payment and billing histories, so using Rocket Matter to centralize these records greatly increased the amount of time I had for billable work. Using Rocket Matter to record upcoming tasks, deadlines and events provided a secondary system for calendar management. Using Rocket Matter with Google Calendar allowed me to easily keep track of how I should spend my time and reduced the possibility of missing a deadline. All of the data recorded in Rocket Matter can be used to generate reports for accounting and for analyzing how time is spent. Reports made it easy and fast to identify clients who were far behind in payments or who had funds available to invoice, without needing to manually check each matter. Read full review ScreenShots