Cloud Practice Management: Rocket Matter

Unfortunately, Rocket Matter is like the ugly stepsister who never gets the media attention or hype. Be aware though, Rocket Matter is a formidable case management program. Rocket Matter was also the first to release its Android app (and now has a new iPad app) for use with its case management system.

What you’ll love about Rocket Matter

Ease-of-use

I feel Rocket Matter has the best designed user interface, which provides an excellent user experience. The dashboard is well arranged. You’ll instantly see any upcoming appointments and relevant tasks, rather than the notifications clutter I found in some of the other programs.

You’ll also find that Rocket matter is easy to navigate, and you can search for clients or matters quite quickly.

Integration

I know a lot of attorneys who use Dropbox, Evernote, or Box to manage and store information. Rocket Matter allows you to enter your credentials and link your accounts to your system. I didn’t test this feature (I don’t use Dropbox or Evernote too much), but I talked with a colleague who loves the implementation.

Also, if you’re a LEDES firm, you can enter your LEDES firm id to standardize your billing.

Google Calendar users will rejoice, since Rocket Matter has an easy-to-enable Calendar sync function. But if you prefer to use iCal (mainly for iOS) you also have that ability.

Document management and creation

Rocket Matter uses a coding system to merge fields for document assembly. The fields are pretty standard, but you’ll probably want to employ an assistant to help convert your forms to Rocket Matter’s coding.

Rocket Matter will also generate documents in PDF or Word format from your cache of document templates.

rocket matter document generation

Cost

Rocket Matter has a reasonable price schedule, with affordable plans starting at about $52 per month. The month-to-month plan costs the most at $65, but you’re not locked into any contract.

rocket matter pricing

Trust accounting

Overall, Rocket Matter had the best trust account system of all of the providers. I liked the simple interface that gives the information you need quickly.

Individualized customization

Rocket Matter was the only program I found that lets you add custom information to a single case, as opposed to a global field.

rocket matter custom

You can also customize fields for document merges.

Where Rocket Matter needs help

Accounting

Rocket Matter is definitely not a practice management solution, but rather handles case management very well. However, you can’t rely on any of these programs to help balance the firm’s operating check book.

Quick access to information

Rocket Matter seems to run a lot of information from “reports.” For instance, rather than displaying a list of active matters when I click the “Matters” button, Rocket Matter displays a report to search for active matters.

rocket matter reports

I like the idea of being able to narrow my results (yes, I could use the search function), but in this instance, the default function should be to display the relevant information. Instead, I’m 2 or 3 clicks away from the results.

Import information

Admittedly, I didn’t ask Rocket Matter’s support team to help me import matters, but I still couldn’t find a way to import a mass of matters. Instead, I had to recreate all of my matters before uploading documents or information.

Close, but not quite

Overall, Rocket Matter is one of the best cloud-based case management systems available. If you’re looking to convert to a cloud-based system, Rocket Matter must be on your radar. But hopefully you’ve also gleaned that Rocket Matter is not a true practice management system; it’s very much a case management program that hinges on practice management brilliance. Compared to my current program, Rocket Matter is a 4 of 10, in its practice management capabilities. Rocket Matter will handle most (8 of 10) of your front office needs, but lacks the ability to integrate fully for back office performance.

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Jeff Taylor

I’m just an ordinary guy living an extraordinary life. I’m also an attorney and I blog about Android for lawyers. You can follow me on Twitter, LinkedIn, YouTube, or Google+.