Rocket Matter
Rocket Matter is cloud-based legal practice management software for organizing legal work, firm operations, time, and billing.
What Rocket Matter is
Rocket Matter is cloud-based legal practice management software for organizing legal work, firm operations, time, and billing. Matter management includes tasks, matter calendars, contacts, conflict checks, and document storage. Billing tools cover time and expense tracking, digital invoicing, trust accounting, batch billing, and payment processing. Integrations listed include Outlook and Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Google Calendar, and Box. Its QuickBooks Online connection can transfer invoices, expenses, payments, trust-account credits and debits, contacts, and vendors. iPhone and Android apps provide case information, time and expense entries, schedule notifications, document uploads, and secure firm messaging. Rocket Matter supports client intake forms, a client portal, document automation, billing and payments, and trust accounting. Essentials lists 25GB of document storage; higher listed plans provide unlimited storage.
Good
- Matter calendars, tasks, contacts, and conflict checks
- Time, expense, invoicing, and trust accounting tools
- iOS, Android, and web access
- Free trial with no credit card required
- Unlimited support and free data migration
Watch out
- No free plan
- Essentials limits storage to 25GB
- CRM add-on limited to Pro and Premier
Who it suits
It suits solo, small, mid-sized, and large law firms needing matter, billing, intake, and mobile tools. It also fits firms that want integrations such as QuickBooks Online.
Verdict
Rocket Matter brings legal matter management, financial workflows, intake, and mobile access into one cloud product. Its paid plans and storage differences should be considered alongside the available trial and integrations.
Plans and prices
From Rocket Matter's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Core CRM | $39 a month | Lead inbox · contacts · intake forms · 2 automations · 5 document automations · $399 onboarding · Per user, billed annually |
| Essentials | $59 a month | Core legal practice management · mobile app · desktop time tracker · basic reporting · two-factor authentication · Paid annually; per user |
| Pro | $95 a month | Productivity reporting · custom role permissions · two-way Office 365 calendar sync · QuickBooks Online integration · 5 e-signatures/user/month · Paid annually; per user |
| Premier | $115 a month | Full financial productivity reporting · advanced security restrictions · 15 e-signatures/user/month · NetDocuments integration · Paid annually; per user |
| Elite | $145 a month | Built-in legal accounting · chart of accounts · bank feeds · trust compliance reporting · 15 e-signatures/user/month · Paid annually; per user |
| Enterprise CRM | $147 a month | Unlimited automations · 10 document automations · up to 100 intake fields · 3 lead-vendor integrations · $399 onboarding · Billed annually; up to 3 users |
The facts
Each one read from Rocket Matter's own pages, with the date it was checked.
Where it runs
- Android requirements
- The Google Play listing requires Android 6.0 or newer, a Rocket Matter subscription and network connectivity.checked 21 Oct 2026
- iOS requirements
- The current iOS listing requires iOS 11 or later for the legacy app; the NextGen app requires iOS 14 or later.checked 21 Oct 2026
- Limit: mobile apps
- Apple and Google Play reviewers report freezing, crashes, repeated logins, missing functions and unreliable mobile time tracking despite stronger desktop experiences.checked 21 Oct 2026
What it does
- API
- Rocket Matter publishes a version 2.0 OpenAPI-described API with token authentication and endpoints covering clients, matters, documents, invoices, contacts, features and messaging.checked 21 Oct 2026
- API documentation depth
- The developer site offers downloadable OpenAPI specifications, request schemas, response codes and endpoint examples, with [email protected] support.checked 21 Oct 2026
- Audience
- Rocket Matter describes its software for solo, small, mid-sized, and large law firms.checked 10 Oct 2026
- Case management
- Case dashboards centralize matters, contacts, documents, tasks, billing and calendar information, with activity logs and customizable widgets.checked 21 Oct 2026
- CRM add-on
- Rocket Matter CRM is an add-on available only for Pro and Premier plans, with Core and Enterprise options listed separately.checked 10 Oct 2026
- Data location
- Rocket Matter says it uses U.S.-based data centers and that its core customer support teams are located in the U.S.checked 10 Oct 2026
- Data residency
- The security page says Rocket Matter uses U.S.-based data centers and U.S.-based core support personnel.checked 21 Oct 2026
- Document assembly
- Custom templates merge client and matter fields, and the system flags missing or erroneous merge data before generation.checked 21 Oct 2026
- Document management
- Users can create folder structures, labels, drag-and-drop uploads, cloud document access and document previews from mobile devices.checked 21 Oct 2026
- File integrations
- Document tools integrate with OneDrive, NetDocuments, Dropbox, Box, Evernote and Microsoft Office 365.checked 21 Oct 2026
- GDPR
- Rocket Matter says it supports data portability, data destruction and privacy-by-design obligations under GDPR and can provide a DPA through its data-protection contact.checked 21 Oct 2026
- Hosting model
- The service runs in the cloud and the pricing FAQ says no local installation is required.checked 21 Oct 2026
- Integrations
- Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier.checked 21 Oct 2026
- Limit: customization and speed
- TrustRadius reviewers report cumbersome rate setup, unintuitive reminder statements, poor invoice printing and occasional slow performance.checked 21 Oct 2026
- Limit: pricing and configuration
- Software Advice reviewers say pricing can be high for solo firms and that advanced features or report customization may require extra learning and configuration.checked 21 Oct 2026
- Matter management
- The product includes task management, matter calendars, contact management, conflict checks, and document storage.checked 10 Oct 2026
Money
- Billing
- Billing supports time and expense capture, batch invoicing, custom invoice branding, varied rate structures and online payment links.checked 21 Oct 2026
- Complaint: billing after cancellation
- The BBB lists one October 2025 unanswered complaint alleging continued subscription charges after cancellation.checked 21 Oct 2026
The company
- Company facts
- LinkedIn lists Rocket Matter as privately held, founded in 2007, headquartered in Boca Raton, Florida, with 11–50 employees.checked 21 Oct 2026
- Founded
- 2008checked 28 Sep 2026
- Headquarters
- Boca Raton, Florida, United Stateschecked 28 Sep 2026
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