ProLaw from Elite (formerly of Thomson Reuters) is the legal billing management software that connects the entire organization, helping teams deliver premier client service. By combining client and matter management, docketing, time entry, billing, and accounting, ProLaw helps simplify a practice while enhancing productivity firm-wide. ProLaw is software is designed to simplify and coordinate the work of lawyers and staff by combining case and matter management, time entry, billing,…
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Rocket Matter
Score 9.0 out of 10
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Rocket Matter, now from ProfitSolv is legal practice management and time and billing software on the web, with apps for iPhone and Android. Rocket Matter integrates to email, and also includes document management and calendar features.
once the software is set up, it streamlines the billing process and helps with E-discovery on cases. You can also customize some areas to fit your needs specific to your firm. Paperless Proforma eliminates a lot of paper and streamlines the Prebill process. It also incorporates email billing to eliminate wasted paper.
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.
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.
ProLaw has been working on easier ways to add multiple documents to emails without flipping back and forth or changing document names to the storage number of the document in its database.
Although you can export billing information to an excel sheet, it would be beneficial if one could print all billed items for a matter that included the description of the billed event rather than just the amounts. Currently the only way to do this would be by printing statements.
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.
In terms of usability, the tool is intuitive and easy to use. Initially, it might be a little bit difficult to grab all the functions it can perform, but with the experience, doing the tasks become an easy job and the tool improves your team's productivity and efficiency. It really helps you to deliver excellent service to your clients in less time and at a low cost.
ProLaw support is very good overall. Sometimes it takes some effort to get up the ladder if you need an expert's help but overall they do a very good job. There have been minor issues during projects but they allow one to schedule upgrades and available technicians for upgrades at request.
Client base - numbers, Support of User Group Formation, location - hours of support, all in one product - eliminated document management and allowed through security for attorneys to access to ledger information, supported non-cloud solution as we were not ready to go to cloud, Non-modular so all parts of the system seemed to work better together and even if not ready immediately to utilize some parts, we adopted over time as we because familiar with the product, I knew firms that Prolaw already, Sales person - Tom Mulligan was wonderful to work with, ProLaw was the only software demo'ed that could report directly on our fee credits as we currently allocate - WE ARE AN EAT WHAT YOU KILL FIRM, Our outside IT firm had worked on ProLaw before, Software was capable of supporting a paperless environment, without additional cost I could get a second data base to run our internal leasing through with is technically a separate company from the business of law. We didn't need any additional hardware when we installed, we already had everything it needed to run
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.
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.
