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Rocket Matter
What Rocket Matter is
Rocket Matter is cloud-based legal practice management software for coordinating matters, billing, time tracking, and law firm operations. Matter tools include task management, calendars, contact management, conflict checks, and document storage. Billing covers time and expenses, digital invoices, trust accounting, batch billing, and payment processing. It also offers client intake forms, a client portal, and document automation. Listed integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Google Calendar, and Box. Its QuickBooks Online connection can sync invoices, expenses, payments, trust account activity, contacts, and vendors. iPhone and Android apps support case information, time and expense entries, schedule notifications, document uploads, and firm messaging. Rocket Matter says it is SOC 2 Type 2 compliant and uses encryption, multifactor authentication, monitoring, and automatic backups. It runs on web, iOS, and Android. Pricing starts at $59/user/mo (annual); there is no free plan, but a free trial is available without a credit card. Essentials includes 25GB of document storage; higher listed plans include unlimited storage.
Who it suits
Rocket Matter describes its software for solo, small, mid-sized, and large law firms. It may suit practices seeking matter management alongside time, billing, trust accounting, and client intake tools.
What it does well
- Matter tools include calendars, conflict checks, and document storage.
- Billing includes trust accounting and payment processing.
- Mobile apps support case details and document uploads.
- Plans include unlimited support and free data migration.
- Free trial does not require a credit card.
What to know first
- No free plan is listed.
- Essentials includes 25GB of document storage.
- CRM is an add-on limited to Pro and Premier.
Limits
Essentials includes 25GB of document storage. Pro, Premier, and Elite list unlimited document storage; the CRM add-on is available only with Pro and Premier.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Premier | Paid annually; per user · Full financial productivity reporting · advanced security restrictions · 15 e-signatures/user/month · NetDocuments integration | $115 a month |
| Elite | Paid annually; per user · Built-in legal accounting · chart of accounts · bank feeds · trust compliance reporting · 15 e-signatures/user/month | $145 a month |
| Enterprise CRM | Billed annually; up to 3 users · Unlimited automations · 10 document automations · up to 100 intake fields · 3 lead-vendor integrations · $399 onboarding | $147 a month |
| Core CRM | Per user, billed annually · Lead inbox · contacts · intake forms · 2 automations · 5 document automations · $399 onboarding | $39 a month |
| Essentials | Paid annually; per user · Core legal practice management · mobile app · desktop time tracker · basic reporting · two-factor authentication | $59 a month |
| Pro | Paid annually; per user · Productivity reporting · custom role permissions · two-way Office 365 calendar sync · QuickBooks Online integration · 5 e-signatures/user/month | $95 a month |
As rocketmatter.com lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Rocket Matter website
- Choose a plan starting at $59/user/mo billed annually
- Start the included free trial without a credit card
- Use the web platform or install the iOS or Android app
- Migrate existing data with the included free data migration
- Connect listed services such as QuickBooks Online, Outlook, or Dropbox
Verdict
Rocket Matter brings matter workflows, billing, time tracking, and client-facing tools into one legal practice management product. Its starting price is $59/user/mo (annual), and Essentials has a 25GB storage limit.
Questions
How much does Rocket Matter cost?
Pricing starts at $59/user/mo when billed annually. The listed plans are Essentials at $59, Pro at $95, Premier at $115, and Elite at $145 per user per month, billed annually.
Is there a free plan?
No. Every plan includes a free trial, and no credit card is required.
Which platforms are supported?
Rocket Matter is available on the web, iOS, and Android.
Does it integrate with QuickBooks Online?
Yes. The connection can sync invoices, expenses, payments, trust-account credits and debits, contacts, and vendors.
What security measures are described?
Rocket Matter says it is SOC 2 Type 2 compliant and uses bank-level encryption, multifactor authentication, continuous monitoring, and automatic backups.
Facts from Rocket Matter's own pages
- Android requirements
- The Google Play listing requires Android 6.0 or newer, a Rocket Matter subscription and network connectivity. · play.google.com, 21 Oct 2026
- 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. · developer.rocketmatter.com, 21 Oct 2026
- API documentation depth
- The developer site offers downloadable OpenAPI specifications, request schemas, response codes and endpoint examples, with [email protected] support. · developer.rocketmatter.com, 21 Oct 2026
- Audience
- Rocket Matter describes its software for solo, small, mid-sized, and large law firms. · rocketmatter.com, 10 Oct 2026
- Billing
- Billing supports time and expense capture, batch invoicing, custom invoice branding, varied rate structures and online payment links. · rocketmatter.com, 21 Oct 2026
- Case management
- Case dashboards centralize matters, contacts, documents, tasks, billing and calendar information, with activity logs and customizable widgets. · rocketmatter.com, 21 Oct 2026
- Company facts
- LinkedIn lists Rocket Matter as privately held, founded in 2007, headquartered in Boca Raton, Florida, with 11–50 employees. · linkedin.com, 21 Oct 2026
- Complaint: billing after cancellation
- The BBB lists one October 2025 unanswered complaint alleging continued subscription charges after cancellation. · bbb.org, 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. · rocketmatter.com, 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. · rocketmatter.com, 10 Oct 2026
- Data residency
- The security page says Rocket Matter uses U.S.-based data centers and U.S.-based core support personnel. · rocketmatter.com, 21 Oct 2026
- Document assembly
- Custom templates merge client and matter fields, and the system flags missing or erroneous merge data before generation. · rocketmatter.com, 21 Oct 2026
- Document management
- Users can create folder structures, labels, drag-and-drop uploads, cloud document access and document previews from mobile devices. · rocketmatter.com, 21 Oct 2026
- File integrations
- Document tools integrate with OneDrive, NetDocuments, Dropbox, Box, Evernote and Microsoft Office 365. · rocketmatter.com, 21 Oct 2026
- Founded
- 2008 · rocketmatter.com, 28 Sept 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. · rocketmatter.com, 21 Oct 2026
- Headquarters
- Boca Raton, Florida, United States · rocketmatter.com, 28 Sept 2026
- Hosting model
- The service runs in the cloud and the pricing FAQ says no local installation is required. · rocketmatter.com, 21 Oct 2026
- Integrations
- Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier. · rocketmatter.com, 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. · apps.apple.com, 21 Oct 2026
- Limit: customization and speed
- TrustRadius reviewers report cumbersome rate setup, unintuitive reminder statements, poor invoice printing and occasional slow performance. · trustradius.com, 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. · apps.apple.com, 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. · softwareadvice.com, 21 Oct 2026
- Matter management
- The product includes task management, matter calendars, contact management, conflict checks, and document storage. · rocketmatter.com, 10 Oct 2026
Where Rocket Matter stands on Freedom251
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