Rocket Matter

GREAT software to keep track of your cases and bill hours. A bit expensive.

Kommentare: BILLABLE HOURS! Keep track of them. TEMPLATES! Based on the kind of law you practice. CONTACTS! Let's say you have an adjuster saved as a contact, he calls to settle a case, then you're able to see all cases with him and discuss all.

Vorteile:

When set up properly you can just open new case and auto assign tasks to your staff by templates. We are an Injury Law and this software has made our practice a heck of a lot easier.

Nachteile:

PRICE. Every user is billed separately. Would be nice to have have packages based on the size of the law firm.

Rocket Matter Review

Vorteile:

The Rocket Matter calendar feature is very easy to use and visually see the entire firm's calendar at once. Additionally entering billable time is fairly easy and streamlined.

Nachteile:

Tasks can only be assigned to one user at a time. There should be a feature to allow additional users to at least view tasks assigned to another user on the second users dashboard and task list.

Dated Product, clunky interface.

Kommentare: Their support desk employees are responsive when you call them for support, but their development side is sorely lacking. Overall, how good is it? My old firm developed our own in-house software in the late 1990s that still out performs Rocketmatter.

Vorteile:

RocketMatter was a good value for the money when it first came out. It has fallen well behind other software now.

Nachteile:

When we signed up for RocketMatter is was being praised as a modern platform. Unfortunately it is not modern. It is now like driving an old used car held together with duct tape. RocketMatter is not updating the platform at all. It seems like all they do is release APIs to allow other programs to link to it. Many of those links are clunky, ill conceived and generally a nuisance. I defy anyone to use, for example, the Fujitsu ScanSnap integration, or their mobile apps. Both are so ill conceived and executed that they are essentially worthless. If you ask questions about improvements, RocketMatter refers you to another site called Receptive where they ask you to identify potential improvements. They don't appear to be updating it, as they have "planned upgrades" listed as upcoming in the future (more API connections) that they released a year or more ago. They also don't appear to be reviewing suggestions on the site, as noted by people posting there.

Great For Office Organization

Vorteile:

I liked that I could color code everyone in the office's calendar and see what everyone had going on specific days to avoid scheduling conflicts. I also loved how I could task others in the office to complete items, knowing it wouldn't be on a sticky note that could end up in the trash. It provides accountability to all users which helps make an office run more efficiently.

Nachteile:

I did not find any cons with rocket matter.

RocketMatter

Kommentare: We use this software primarily for billing at the firm. The software is easy to use, simple, and intuitive. The developers are responsive to questions and requests for additional features.

Vorteile:

Ease of use; response from developers; ability to utilize as more than just a billing program.

Nachteile:

Could use the ability to run some more detailed reports.

Rocket matter small firm user

Kommentare: I feel stuck. I can’t really get what I need from rocket matter but I can’t easily export data.

Vorteile:

I like that it’s web based and can be used anywhere. Both the attorney and the assistant can log in and add time. Easy way to manage trust account. Nice that there’s an app, too.

Nachteile:

It’s not very intuitive. If you create an invoice and need to make changes, it’s really difficult. Lots of different screens. You cannot retroactively enter interest on an invoice from a certain date. Expensive compared to similar products. Hard to export data to move to another program. Customer service is not very helpful.

Plugins and syncronizations were not there

Kommentare: RocketMatter was fine until it was not syncing with Google Drive at the time.

Vorteile:

I like how RocketMatter was cloud based.

Nachteile:

When there was a problem with DropBox security breach, I had to find another practice management software that worked with Google Drive instead.

Good but not the best

Kommentare: Rocket Matter was perfect for us when we only had 25-50 matters. And like I said, the billing was superior to any other practice management software we have used. I think if you are a firm that doesn't do volume work on a daily basis, this is excellent software.

Vorteile:

This is a basic, user friendly software that is great for non-volume practice management and makes legal billing very easy. It keeps track of all your matters and clients, and you can tag multiple matters to a client. You can search by client or matter, and it stores all the contact data for your clients.

Nachteile:

We are a tiny volume law firm that handles 500 matters simultaneously. Rocket Matter was not enough for us. We switched to a practice management software that has checklists and steps - once you've checked off the items for one step, it moves you to the next step. Rocket Matter did not have that dynamic functionality we require.

Not impressed

Kommentare: The application was frustrating and quirky. Not good for a small law firm.

Vorteile:

The overall look of the application was nice and it was somewhat easy to use.

Nachteile:

I found the application to be over-simplified and somewhat childish. This application is really geared for a younger set. It just didnt seem polished or professional. It lacks a lot of functionality.

Good single platform to align billing across clients

Kommentare: The software has high functionalities but requires faster on-boarding for teams

Vorteile:

It's easy to use within an internal team to keep track tasks and reports for faster and more professional billing

Nachteile:

Although it's easy, the software should have more instructional notes for quick learning and application

Adequate but not spectacular. Could use more flexibility.

Vorteile:

Convenient to check billing on individual matters to make sure projects are staying on budget.

Nachteile:

There is no much dashboard customization available to users of the software. The options under dashboard settings are limited to "Calendar Centric" or "Task Centric." My firm does not use either of the calendar or task functions of Rocketmatter, so this is all wasted space on the dashboard. I would prefer the ability to use some of this space to show more information about my running timers. Also, when you open the list of running timers, not enough of the matter name is displayed. It becomes difficult to differentiate between different matters without opening up the individual timers.

Great program for Solo/Small Firm setting

Kommentare: I have been using Rocket Matter for the past 4 years and have been extremely satisfied with it. In my previous big firm life we used a billing system that wasted more time than it saved and we didn't even use a case management system. Starting my own firm I knew that I wanted something better that would streamline my practice. Rocket Matter filled those needs, plus some. The billing side of Rocket Matter makes my invoicing process more efficient and accurate. I handle a wide range of cases, so I use all of the billing options, to include flat fee, hourly, and contingency, and I like that Rocket Matter is set up to handle each of them. The trust accounting features allow me to stay on top of my trust account and know which files will need to be replenished. The integration with LawPay allows my clients to pay their invoices quicker. And my clients enjoy the client portal nearly as much as I do. On the few occasions I have encountered difficulties I have been able to reach out to support and receive quick and accurate assistance. The only reason I gave it four stars on features is because there are two things I think could be improved - it would be great 1) if clients could upload documents to the client portal and 2) if the billing in contingency cases was easier to close out. I can't imagine running my firm without Rocket Matter by my side.

Search Contact

Kommentare: Good, it is nice to be able to call and get help right away and if they can't help you they will get back to you pretty quickly

Vorteile:

The different features that you can do and the support

Nachteile:

When you search someone that is only a contact, nothing comes up, you have to search to the left under the contact section. I wish you could just start searching and it will show the contact. It shows activity but not the contact. Of course it lets you click on the contact when it has a matter associated with it I just think it would be better to search it from there. We never use the contact thing on the left of the screen

Quality Software, Frequent Freezes

Kommentare: It allows us to easily track time and bill clients.

Vorteile:

I like the ease of billing clients. I can do it from anywhere.

Nachteile:

It freezes all the time. This is disruptive to my workday.

Good product

Kommentare: It's much easier to track your time, send invoices, look at where you need to improve, and accept credit card payments. There is no doubt that my revenue has grown because of RocketMatter.

Vorteile:

The team is very accessible. There are significant features, including task listing, a communicator, a timer, credit card merchant services, a report generator, and an invoice generator.

Nachteile:

It's not always easy to find what you are looking for on the "reports" button, when you are looking for detailed information on the financial functioning of the firm. You sometimes have to guess which item on the menu to click on to get the information that you're looking for, unless you regularly generate the reports.

Great tool for managing trust accounting, client billing, calendars and case notes in once place

Kommentare: RocketMatter acts as an automated trust accounting system that updates as I bill clients, and provides various reports and summaries to help analyze the financial needs of the business easily.

Vorteile:

The billing system offers many options to tweak the system to suit many different billing situations for clients, such as billing method (hourly, flat fee, evergreen retainer, etc). You can upload invoice formats that you can customize to suit your needs. For example, we need invoices to be generated in English, Spanish, or in both languages depending on the client. We created formats per these 3 needs and can set the default invoice format per client or per matter. It also serves as a secondary record of trust accounting for the IOLTA account.

Nachteile:

The Matter Documents system needs work. It's useful to be able to record notes, but they can't be exported, there's no option for generating a printer-friendly version, and you can't open them in new windows. That results in printing case notes taking up 30 to 60 minutes of my time.

Ease of use

Vorteile:

It makes it easy to find contacts, calendaring, and billing information to have it all in one spot.

Nachteile:

The mobile app is a bit confusing to use to enter time

Rocket Matter Review

Kommentare: Overall I think the system works well.

Vorteile:

As a legal assistant, I use Rocket Matter to enter my time for services performed on client matters. For the most part it is a quick and easy way to enter time during the work day.

Nachteile:

There are times that it seems slow. Also, when entering time on multiple accounts one after the other, the system will freeze and I have to wait a few minutes for it to catch up.

Great program

Kommentare: Tracking case status calendar and billing entries all in one is great

Vorteile:

The ease of use for billing entry and tracking calendar events is flawless

Nachteile:

It defaults to the current date which is slightly annoying when you are entering time for a prior date

Rocket Matter IS Tried and True!

Kommentare: I love Rocket Matter. I called myself switching to a more popular software, but ending up keeping Rocket Matter. I need to cancel with the other provider because for now, I am not going anywhere.

Vorteile:

I have been a customer since 2013 or 2014. I like how it is easy to use meaning entering clients, client matter, time, expenses, printing invoices, and how it allows me to generate several reports.

Nachteile:

I would like to be able to track my referral source, but I may be able to do it, but just don't know.

Can't say for certain

Kommentare: I am a bit disapointed as i thought I would.could use it for many more things but i find the data collection process cumbersome. Perhaps there is a way I don't know about as I am not sufficiently familiar with the ways in which I could use this.

Vorteile:

What is most useful to me is the billing aspect of it: keeping time and processing invoices and payments.

Nachteile:

I think there are things I could be using but don't know how and there is not a personalized way to find out. I would do better with a one on one phone call even than the online classes

Decent software, slow development.

Kommentare: Overall it’s been ok, I feel like I’ve had enough use to stay but do not plan to renew my contract again.

Vorteile:

This software has served its purpose in my practice for several years. I’m able to track my matters and handle billing in a straightforward way.

Nachteile:

I find the reporting functions to be difficult to use and understand, the client portal is one-way which isn’t helpful, there is no e-signature function and credit card and ACH cost more to use. It’s not worth the money when comparing to competing software.

Streamlined billing and new features added frequently

Kommentare: We have used many integrated scheduling/client conflict/billing systems in the past and this is by far the best. This is a great workhorse system and with a little training, I was able to add a document assembly function.

Vorteile:

Easy billing and scheduling. There are also a lot of 'extras' that can streamline work but aren't necessary to learn to simply keep track of client files.

Nachteile:

The ability to put tasks in order appears to not work any longer

Legal Billing Software made easy

Kommentare: Rocket Matter has been excellent for our firm and it allows us to maintain excellent billing practices while maintaining everything in an organized fashion.

Vorteile:

It is easy to enter billing details, add new clients, pull up client information, case information, and generate invoices.

Nachteile:

It would be nice if the document merge software through rocket matter created the template to start

Does what we need

Kommentare: It does what we need, but its not the easiest to get around, or understand. Sort functions are not the best.

Vorteile:

Easy to add and edit clients and matters.

Nachteile:

The reports are not very friendly I feel and sorting is always a challenge it seems.