Rocket Matter Reviews & Product Details

This is a terrific time and billing program. (I have to assume the practice management aspects of it are equally good.) I'm a solo practitioner and this program is about as easy as it could be, while retaining maximum flexibility and power. What I especially like is that it is intuitive. It works the way I think. Review collected by and hosted on G2.com.

I really don't have any dislikes. With a bit of practice, everything I need is accessible and there is usually more than one way to get where I need to go. Review collected by and hosted on G2.com.

Its helps to maintain everything of the firm like training, time spent on practices, cases, profits etc. Review collected by and hosted on G2.com.

Currently its new for our industry and has limited scope to use it. Review collected by and hosted on G2.com.

time tracking, billing, and client management all in one cloud-based package, I like it personally with the limited time I have used. Review collected by and hosted on G2.com.

Not applicable at this stage, No negatives noticed. Review collected by and hosted on G2.com.

Its easier to access and handle, leading to hassle-free work. Its also easier to implement. Review collected by and hosted on G2.com.

Didn't like some of its features and a not so robust customer support Review collected by and hosted on G2.com.

calendar - and being able to run report of all open matters. Review collected by and hosted on G2.com.

payment acceptance is not very efficient. also there are alot of times where my data (matters, client info, case info, etc) is very slow to load. also would be better if there were less steps to transfer a payment from trust account to an invoice - should not take more than 1 click (maybe 2 - max) Review collected by and hosted on G2.com.

What is most helpful is that if I experience an issue with Rocket Matter the support team works with me until I have a resolution. All technology can be buggy at times but Rocket Matter goes out of their way to resolve issues. Review collected by and hosted on G2.com.

I had an issue with a third party provider of a feature that we purchased through Rocket Matter and our office uses it within the Rocket Matter platform. I kept getting bounced back and forth with both Rocket Matter's support team and the third party's support team each saying the issue is on the other side and saying I needed to contact the other support team. Eventually, the two got together to find an explanation (not a resolution) to the issue I was having which happened to be a sensitive one involving our calendar and dates that had been calendared but then wouldn't show up on the calendar sometmes. It would have been nice for Rocket Matter support to contact the third party on their end to get the issue resolved instead of telling me to contact the other vendor. Review collected by and hosted on G2.com.

The billing and time functions are really good in my opinion. Running invoices individually or in a batch is simple and straightforward, and while doing so it correctly adjusts individual matter/client ledgers correctly - which hasn't been the case with certain other practice management software I have used. The contact fields are easy to modify and format, even for someone with no experience doing so. The software does correctly handle payments and IOLTAs, pulling fees from operating while crediting the entire amount paid to the client's ledger. The integration with Propay (which they also own) is relatively seamless. while not really useful in my practice, they do allow you to create matter types with associated workflows and set progress points. The price is decent for a solo or small firm, though you don't get the volume discount as your seat number gets large that you do with other programs. Review collected by and hosted on G2.com.

The invoicing setup, while adequate, lacks simple functions that I found useful in other software I have used before. The recurring billing options are limited and only the payment plan for an existing balance is really customizable. That said, the payment plan is a "dumb" plan - once it calculates the payment amounts and dates, it just steams along ignoring all other parts of the software. If you set up a payment plan and then a client pays his or her balance in a lump sum after the plan starts, the software will continue to charge the client even after the system shows a balance of $0. This seems minor until you realize you're still paying processing fees on refunds, the software should be easy to fix, and Rocket Matter is the one who benefits from leaving the poor process in place - most of the time they are the payment processor. I have also had somewhat regular issues with payment links. On multiple occasions had to resend an invoice or retainer request because a payment link did work and returned an error. Not a bank error, a programming error, which seems to happen more often when the link is used on a mobile device. Not only is this a concern given how many people only use a mobile device, but when it is a retainer request and you have to attempt 3 times for the software to work, it doesn't give a great first impression. when the link returns an error, you can't simply resend the invoice, because that link will be dead, so to send another link you have to have the system generate a new invoice with a new invoice number which is sloppy account management.

In other systems I have used, after a charge was invoiced, you were able to, with sufficient system permissions, go and unfinalize an invoice to make changes to previously invoiced items. There are times when doing so is simpler and preferred over simply adding an adjustment to the client ledger. Also, as best I can tell after using Rocket Matter for about 2 years, you can only make an adjustment to the client's ledger, not a specific matter of a client which is pretty annoying.

The Rocket Matter mobile app is a disgrace in 2022 and frankly works so poorly and inconsistently that it's not worth the effort to even try to use it. On top of that, the site doesn't work well at all from a mobile browser. The site doesn't scale or alter its layout when accessed from a mobile device, so you are constantly dragging the screen around to get any small task done.

I am not thrilled they keep adding new features before making the current ones work correctly and/or better. Review collected by and hosted on G2.com.

Every single person I spoke with at Rocket Matter was exceptional with customer service--even when I had to cancel my service. The side project for which I was using Rocket Matter ended, and I unfortunately had to cancel the service. That call went as well as the signup call, which is to say, exceptional. Their folks are responsive, helpful, and get you to the solutions you need, fast. Review collected by and hosted on G2.com.

I suppose I didn't love the initial data import process. It took a little longer than expected and many of the records produced duplicates or the fields were wrong. The RM team did, however, remedy the situation, and we got everything squared away. Review collected by and hosted on G2.com.

Rocket Matter has an extensive knowledge base for users to learn about features or troubleshoot issues. When unable to either find a workaround or solution the Chat Support goes above and beyond in their depth of knowledge and willingness to research solutions on your behalf. Review collected by and hosted on G2.com.

I dislike not being able to modify the reports that are built into Rocket Matter to tailor search results. When upgraded, you are able to create your own reports but without being able to duplicate and modify a pre-existing report that is one or two data points off you are left experimenting with ways to manipulate datasets to achieve the desired results. Review collected by and hosted on G2.com.

Our favorite part of Rocket Matter is the seamless trust accounting. When we run invoices, it automatically credits available trust funds and invoices the client for the different (if any). The save a lot of time compared to Quickbooks which requires manual transfers and multiple accounting entries. Review collected by and hosted on G2.com.

We really wish that Rocket Matter featured a client number and a matter number which would be automatically iterated and assigned. We use a four digit number for clients (e.g. 3123 for John Smith) and then another four digit number per matter (e.g. .0001 for their first matter with us) for a client/matter # on a given case (e.g. 3123.0001 for the first John Smith matter). That number is used for physical files, reference # in letters, etc. However, we haven't found a way for Rocket Matter to automatically assign these, leading us to use a separate tracking Google spreadsheet instead, which is klunky. Review collected by and hosted on G2.com.