IOLTATrusts
6.2#33 in trust accounting softwareFrom $19.99 a monthWeb
VisitIOLTATrusts vs Rocket Matter
Rocket Matter
7.7#4 in trust accounting softwareFrom $39 a monthAndroidiOSWebAPI
VisitWhat both publish
| Fact | IOLTATrusts | Rocket Matter |
|---|---|---|
| Integrations | The site lists live Plaid bank feeds, QuickBooks Online sync, and Clio matter and contact import; MyCase integration is listed as coming soon. | Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier. |
| Security | The privacy policy says data in transit uses TLS 1.2 or higher, data at rest is stored on encrypted infrastructure, and passwords are hashed. | Rocket Matter states SOC 2 Type 2 compliance, bank-level encryption, multifactor authentication, continuous monitoring, backups and disaster-recovery procedures. |
IOLTATrusts plans
- Starter$19.99 a month
- Professional$39.99 a month
- Firm$69.99 a month
Rocket Matter plans
- Core CRM$39 a month
- Essentials$59 a month
- Pro$95 a month
- Premier$115 a month
- Elite$145 a month
- Enterprise CRM$147 a month
Pick IOLTATrusts if…
IOLTATrusts is aimed at solo attorneys and small law firms handling client trust funds. It may suit teams that need client ledgers, three-way reconciliations and audit documentation.
Pick Rocket Matter if…
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.