Rocket Matter, a Software-as-a-Service (SaaS) provider of law practice management (LPM), continues to enhance its offerings to better serve professional service organizations since its acquisition by ProfitSolv in 2020. Extensions to the LPM software include secure file-sharing, electronic signatures, and an integrated customer resource management (CRM) system. The software is available under tiered pricing plans based on features (Above the Law).
Timekeeping and billing have seen significant improvements with Rocket Matter introducing a dashboard view that includes a calendar timesheet, displaying monthly time records and calendar events for review, editing, and setting reminders. Additionally, granulated permissions oversee client and firm data protection, allowing visibility of trust account balance and pending invoices to authorized users.
A notable innovation is Rocket Matter Track, designed to alleviate the challenge of time tracking for busy professionals. The tool is accessible online and within Office 365 apps. Thus, creating time entries for tasks, meetings, notes, etc., and associating these with a relevant matter is considerably simplified—marked as billable, Rocket Matter automatically creates a time entry upon completion of an item, essentially logging time across all office applications and browsing.
Document and workflow automation functionalities have also seen upgrades. Rocket Matter’s document automation feature reduces clerical errors and allows for time-tracking in template and document production. Additionally, Rocket Matter offers powerful workflow automation through legal project management that automates template application, task generation, staff assignment, customer field population, and more.
The company’s Legal CRM tool provides the capability to track leads, manage contacts and relationships, create automated marketing campaigns, and view metrics and new client reports. Additionally, Rocket Matter now provides access to OpenAI’s ChatGPT to expedite document creation without exposing user data.
The software also integrates seamlessly with several commonly used tools such as Office 365, QuickBooks Online, Dropbox, Evernote, LawToolBox, and Microsoft OneDrive, among others. Leveraging these integrations and improvements, Rocket Matter aims to increase the productivity and profitability of law firms and professional services organizations.
For further exploration of Rocket Matter’s innovative offering, interested parties can schedule a demo.