Name: Rocket Matter
Price: 49 USD
Rating: 9 (5 reviews)
Author: ProfitSolv

Help Desk

Web and Video Conferencing

Customer Support

No-Code Development

Development

Admissions and Enrollment

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enterprise Content Management

Manufacturing Execution

PDF Editors

Privacy Policy Generators

Statistical Analysis

Visitor Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Cloud Storage

Complex Event Processing

Composable Infrastructure

Configuration Management Databases

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Log Management

Network Operating Systems

Network Performance Monitoring

SIP Trunking

SOA Application Gateways

Telecom Expense Management (TEM)

Unified Communications Monitoring

Vendor Risk Management

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Channel Management

Content Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Social Commerce

Sales

Chargeback Management

Clinical Data Management

Construction Management

Fleet Management

Membership Management

Municipal

Online Fax

Restaurant POS

Roofing

Simulation

Text Analysis

Travel Agency

Warranty Management

Vertical-Specific

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### Time Tracking and Billing
Users consistently praise Rocket Matter's efficient time tracking and billing capabilities. They highlight the ease of use in entering time entries, the convenience of tracking billable hours, and the streamlined process of generating invoices. Many users appreciate the time-saving features that Rocket Matter offers, allowing them to focus more on their legal work rather than administrative tasks. The positive feedback indicates that Rocket Matter's time tracking and billing functionalities are well-received and contribute significantly to the overall efficiency of law firms using the platform.

### Invoicing and Financial Management
User sentiment is divided on Rocket Matter's invoicing and financial management capabilities. While some users appreciate the ease of sending invoices and collecting payments, others express frustration with limitations in invoicing setup and recurring billing options. Issues such as the inability to use the same invoice number for editing and challenges with payment links have been highlighted as areas needing improvement. Additionally, concerns have been raised about the functionality of the mobile app and site when accessing invoicing features.

### Payment Processing
User sentiment about Rocket Matter's payment processing capabilities varies widely. While some users appreciate the ease of payment and invoicing processes, others have raised concerns about the system's limitations and inefficiencies. Issues such as slow payment acceptance, lack of flexibility in adjusting invoices, and challenges with payment links have been highlighted. Additionally, users have expressed frustration with the system's reliance on manual processes, limited integration with other platforms like Quickbooks for Mac, and the high cost of payment processing through Lawpay. Despite some positive feedback on the secure and efficient credit card payment system, the overall consensus suggests room for improvement in Rocket Matter's payment processing functionalities.

### Client and Case Management
User sentiment varies on Rocket Matter's client and case management features. Some users appreciate the ease of managing client files and assigning tasks efficiently. They find the platform helpful in maintaining client databases and office calendars, ultimately saving time and improving client service. However, others have encountered challenges with certain aspects of client and case management, such as difficulties in searching for specific clients and issues with trust accounting. Despite these mixed reviews, Rocket Matter seems to be making strides in enhancing its client and case management functionalities based on user feedback.

### Trust Accounting
While some users express concerns about the intricacies of Rocket Matter's trust accounting system, others praise its efficiency in managing trust accounts for clients. The software's ability to sync with QuickBooks for trust accounting purposes is highlighted as a significant advantage by many users. However, there are mixed opinions regarding the clarity of itemized statements related to trust accounts. Despite some challenges, Rocket Matter's trust accounting functionality appears to be a valuable asset for law firms, particularly in handling client trust funds and invoicing processes.

### Legal Practice Efficiency Tools
Users consistently praise Rocket Matter for its efficiency tools in legal practice management. The general sentiment is that Rocket Matter's legal practice efficiency tools are robust and user-friendly, catering to the needs of small to medium-sized law firms. Users appreciate the comprehensive case management options offered by Rocket Matter, allowing for streamlined operations and improved client service. While some users express minor concerns about tracking and integration features, overall, Rocket Matter's legal practice efficiency tools are seen as a valuable asset for enhancing law firm operations.

### Calendar and Events Management
User opinions vary widely on Rocket Matter's calendar and events management features. While some users appreciate the ease of adding events and tasks to the calendar, others find limitations in functionality, such as the inability to easily duplicate or enter multiple events at once. The calendar interface, although functional, has been criticized for its lack of visual appeal and accessibility compared to other practice management systems. Additionally, concerns have been raised about the difficulty in entering specific times for events and the lack of features like calendar scheduling links for clients. Despite some positive feedback on the aesthetic and streamlined appearance of the calendar, there are consistent calls for improvements in usability and customization options.

### Document Handling and Templates
Users seem divided on Rocket Matter's document creation and templates features. While some appreciate the ability to create and upload templates for future use, others find the process cumbersome and in need of improvement. The platform's document editing capabilities also receive mixed reviews, with some users highlighting the benefits of templates for organizing files and expediting tasks, while others express frustration over the lack of sophistication and user-friendliness in document handling. Additionally, concerns are raised about the complexity of importing templates and the need for enhancements in document merging and template functionality.

### Task Management
Rocket Matter users generally praise the platform for its robust task management features. The ability to assign tasks, create workflows, and streamline processes is highlighted as a significant benefit. Users appreciate the ease of calendaring tasks, which helps in staying organized and ensuring nothing is overlooked. However, some users express concerns about the interface being slightly challenging to navigate, impacting the overall user experience. Despite some minor drawbacks, Rocket Matter's task management functionality is seen as a valuable tool for enhancing productivity and efficiency within law firms.

### Reporting and Analytics
User feedback on Rocket Matter's reporting and analytics features is mixed. While some users appreciate the variety of reports available and find them useful for HR and AR departments, others express frustration with the lack of customization options and difficulty in creating custom reports. There are mentions of reports not meeting specific needs, such as the inability to modify pre-existing reports or the challenge in pulling non-standard reports. Despite some positive remarks on the convenience of generating reports and tracking expenses, concerns about accuracy, slow loading times, and limited filtering options are highlighted.

### Mobile Accessibility
User sentiment regarding Rocket Matter's mobile accessibility is predominantly negative, with many reviewers expressing frustration and dissatisfaction with the mobile app's usability. Common complaints include difficulties logging in, limited functionality compared to the desktop version, and issues with payment processing and invoicing on mobile devices. Reviewers also criticize the lack of mobile integration and the overall poor performance of the mobile app, making it challenging for users, especially those constantly on the move, to effectively utilize Rocket Matter's services on their mobile devices. Despite some minor improvements in the mobile web browser version, the consensus remains that Rocket Matter's mobile accessibility falls short of user expectations and needs significant enhancements to provide a more user-friendly and efficient experience.

### Cloud-Based Integration
Users' feedback on Rocket Matter's cloud-based integration is generally positive, highlighting the convenience of accessing the software from anywhere with an internet connection. Some users appreciate the ease of file access and the flexibility it offers for small law firms. However, there are occasional concerns about slower response times, often attributed to internet connectivity or server issues. Despite these minor drawbacks, the overall consensus leans towards the benefits of cloud-based functionality in enhancing operational efficiency and accessibility for users.

### Customer Service and Support
Rocket Matter's customer service and support team consistently receive high praise from users for their responsiveness, knowledge, and professionalism. Reviewers appreciate the quick resolution of issues and the ease of connecting with competent support staff. While some users have encountered occasional billing inaccuracies or delays in resolving issues involving third-party providers, the overall sentiment remains positive towards Rocket Matter's customer service capabilities. Users value the personalized assistance and efficient problem-solving provided by the support team, making it a standout aspect of the platform.

### User Access and Security
Users consistently praise Rocket Matter's accessibility and ease of use. The platform's user access and security features are highlighted for their user-friendly nature, allowing staff to access information effortlessly. While some users mention minor inconveniences like the need for improvements in accessing client information, overall, Rocket Matter is commended for providing a secure and accessible environment for legal professionals to manage their tasks efficiently.

### Software Customization and Usability
Rocket Matter's users are consistently impressed with the software's customization and usability capabilities. They appreciate the ease of access and utilization, as well as the ability to customize the program to suit their specific business needs. The web interface, shortcuts, and dashboard customization feature are highlighted as particularly beneficial. While some users mention a learning curve to fully maximize the customization options, overall, Rocket Matter is commended for its user-friendly nature and the continuous addition of functions and features to streamline daily tasks. Users find the software adaptable for various legal practices, making tasks like tracking time, billing, calendaring, and assigning tasks more efficient. Additionally, the availability of customer service for prompt issue resolution adds to the positive user experience.

Rocket Matter is a versatile practice management software that provides various solutions for law firms and legal professionals. One of its key use cases is maintaining copies of documents in one accessible location, which has proven to be helpful for users who appreciate the ease and convenience of having all their files organized and readily available. Users have also found value in the ability to create to-do lists and track client costs, which has led to increased efficiency and productivity within their firms. Another notable benefit of Rocket Matter is its accessibility, allowing all staff members to access the platform at any time, while administrators can easily review statistics.

While some users encountered difficulty integrating their calendars with Rocket Matter in the past, they have since stopped using the calendar integration feature. However, overall feedback highlights the software's effectiveness in invoicing and time tracking, making it easier for users to track billing, payments, and trust accounts. The ability for clients to pay online through the Rocket Matter portal has also resulted in business growth for users. Additionally, the formatting features of Rocket Matter have been praised for making timekeeping much easier.

Although some users expressed a desire for a portal feature specifically for client documents, they were unsure if it exists within Rocket Matter. Nonetheless, tracking relevant due dates and invoicing is straightforward with this software. Users can also generate analytics-based reports to meet their business needs and standardize templates. The cloud-based nature of Rocket Matter allows users to enter time from anywhere, saving them time on billing and improving overall efficiency.

Rocket Matter has proved particularly beneficial for LEDES billing, trust accounting, and invoicing purposes. Furthermore, users appreciate how easy it is to share notes with colleagues using Rocket Matter's platform. Timekeeping and billing are consistently highlighted as the primary benefits by users who rely on the software for accurate tracking of billables in real-time, resulting in increased billing accuracy and revenues.

Another important use case for Rocket Matter is organizing law firms by keeping matters, clients, and invoices all in one place. Users have found the centralized location for case information and updates to be highly valuable, allowing for easy tracking and receivable management. The software also solves the problem of tracking employee productivity, trust account status, and scheduling matters and deadlines. Users appreciate being able to set up matters easily and track the progress of various cases.

While some users experienced crashes and slow performance with Rocket Matter, others have reported that it has doubled efficiency in probate cases. Overall, the software helps users solve billing problems while providing a centralized location for storing client details.

Rocket Matter helps keep matters, clients, and invoices organized for users. It serves as a centralized solution, allowing users to easily access information on their devices and stay up to date with billing. This software has been particularly beneficial for small law firms, enabling them to become more productive and profitable by improving client service through its many features, easy time capture, and efficient invoice generation.

One of the standout features of Rocket Matter is its trust accounting capabilities. Users find it helpful in staying on top of their trust accounts and identifying files that require replenishing. Integration with LawPay allows clients to make quick payments, improving cash flow for the users. The client portal, highly appreciated by both users and clients, provides a convenient way to access and share information.

Users have praised the quick and accurate assistance they receive from the support team when encountering difficulties. They also appreciate the ability to access and enter information from anywhere, which has significantly contributed to increased productivity for law firms. Rocket Matter's ease of use, straightforward setup process, and customer service have received positive feedback from users compared to other practice management software.

Overall, Rocket Matter has proven effective in solving time management issues, improving billing accuracy, and increasing sales for law firms of all sizes. With its comprehensive features for case management, document storage, invoicing, and time tracking, Rocket Matter streamlines the operations of legal professionals while promoting organization and efficiency within their practices.

Users of Rocket Matter have made several recommendations based on their experiences with the software. Here are the three most common recommendations:

1. Consider a different program for more efficiency and organization unless Rocket Matter is required for running a law practice. Some users suggest exploring alternative options that might offer better efficiency and organization features, unless Rocket Matter is specifically necessary for the functioning of a law practice.

2. Take advantage of the free classes offered to learn more about Rocket Matter. Many users recommend taking advantage of the free classes provided by Rocket Matter to gain a better understanding of the software's capabilities and features.

3. Reach out to Rocket Matter's support team for assistance. Users have consistently mentioned that Rocket Matter provides solid support and recommend reaching out to their support team when encountering any issues or needing assistance with using the software effectively.

Difficulties with Multiple Timers: Some users have found it challenging to have multiple timers running consecutively in Rocket Matter. This issue has been mentioned by a significant number of reviewers, causing frustration and inconvenience.

Lack of Intuitive Features: Many users have expressed that some of the features in Rocket Matter are not intuitive, making it harder for them to navigate and use the software effectively. The non-intuitive nature of certain features has led to confusion and a steep learning curve for new users.

Confusing Invoice System: Users have repeatedly mentioned confusion with the invoice system in Rocket Matter, especially when it comes to deleting invoices. This aspect of the software is considered unclear and difficult to understand, resulting in frustrations while managing invoicing tasks.

Time Tracking Feature: Users have found the time tracking feature of Rocket Matter to be extremely helpful in managing their time and tasks. Many users appreciate the ability to keep the time tracker open on a separate window alongside each task, allowing for efficient and accurate time management.

Easy Navigation: The platform's navigation is highly praised for its user-friendly design, enabling users to easily organize and search for files. Reviewers mention that they find it intuitive and straightforward, making it convenient to locate and access files quickly.

Sync Feature: Users value the seamless sync feature offered by Rocket Matter across iPhone, iPad, and Mac devices. They find it extremely convenient to make changes or updates within the online version and have them instantly reflected across all platforms. This is especially beneficial for attorneys who are frequently on-the-go with only their iPhones at hand.

Essentials

Premier

Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.

EasyStart

Clio Grow

Advanced

Complete

Basic

Rocket Matter

Law Practice Management

Lean more: https://www.lawtoolbox.com/rocketmatter/

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LawToolBox for Rocket Matter

Rocket Matter Connector Demo

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Likelihood to Recommend

QuickBooks Desktop Premier

Microsoft 365

President and Attorney for Solutions for Business, Estate Planning, and Firearms Law

Rocket Matter 2019-03-08 08:22:16

Rocket Matter 2018-09-15 21:07:51

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Way to export

Not very intuitive

Slow down

Word document

Way to get

Ease of use

Invoice templates

Mobile app

Fairly complex

Enter time

Time worked

Client portal

Mobile integration

Online portal

Ipad app

Credit card

Non billable

Time and expenses

Card payment

Best functions

Home

Law Practice Management Software

Rocket Matter is used as the firm's billing, scheduling, and contact management software. It keeps track of billable time and receivables, and is essential to capturing time and tasks on a regular basis. Rocket Matter also generates invoices and reminder statements easily, and is essential for the smooth running of the law firm.

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.

The mobile app on occasion does have hiccups, especially on the iPhone. It can be cumbersome to enter time on it, and on occasion, time does not seem to get properly entered back into the system after entering it on mobile.
Having to create a matter and then go back in and edit it to set customized rates is a bit cumbersome and an unnecessary extra step. Setting rates should be easier.
Generating reminder statements is not very intuitive.
The monthly invoice report does not print out well from the website, and there should be an easier way to get a good printout to make a master list of invoices to be made. Earlier iterations did this better.

Rocket Matter makes billing and invoicing remarkably efficient and saves time over other methods.
Creates nice invoices that tend to get a favorable response from clients.
Keeps contacts and scheduling, and keeps matters humming along.
Reports are useful and generally easy to run.

I am not using Rocket Matter in my current role, but I used it previously when I worked as an office manager and billing manager at a solo-attorney law firm. Rocket Matter was used to store case notes, track billable and non-billable hourly work, as a secondary calendar management system, and as a secondary method of IOLTA trust accounting. Since the office consisted of only myself and the attorney, Rocket Matter was used office-wide.

Tracking billable and non-billable hourly work is one of Rocket Matter's best functions. There is a timer that can be used to track work as it occurs, or billable time can be recorded manually after work has been completed. A complete record of time worked per client, per matter, and per staff member is created. I used this data to generate invoices and also to analyze how time was being spent on billable and non-billable tasks by myself and the attorney.
Rocket Matter offers ample features for invoicing and managing client payments, all of which are highly customizable. Billable work, costs, fees, and client payments are all recorded per matter. An invoice can be generated from this data, based on a template provided by Rocket Matter or a customized template. Though I did not use the client portal feature, users can invite clients to an online portal to view invoices and submit credit card payment via LawPay. Alternatively, invoices can be printed and mailed or emailed to clients. Billing structures, such as monthly installment payments and evergreen retainers, can be set up per matter, as well.
By recording billable work, expenses, and payments, I was able to use Rocket Matter as a secondary IOLTA trust accounting record. When a client deposited into a trust account, I recorded the payment in the client retainer in Rocket Matter. Each time I transferred funds to pay for earned work, I recorded the transaction when I invoiced the client. This record demonstrated why, when, and in what amount earned funds were moved from client retainers.

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.

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.

Rocket Matter

Overview

What is Rocket Matter?