Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data entry and uploads required.
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Rocket Matter
Score9 out of 10
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Rocket Matter by ProfitSolv is a cloud-based legal practice management platform built to help law firms run more efficiently and profitably. It centralizes matter management, time and expense tracking, billing, trust accounting, and payments. Rocket Matter helps firms stay organized with tools for calendars, tasks, document storage, and client communication, reducing administrative overhead. With customizable workflows, reporting, and integrations like QuickBooks Online, the platform gives firms…
- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
we need a broader range of pre-built templates within Formstack
Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
