Best Legal Case Management Software

Rocket Matter helps law firms organize, automate, and grow with the best case management software built for modern legal teams. Manage cases, documents, time tracking, and billing in just a few clicks.

Stevie Winner for Sales & Customer Support Since 2015

All Your Case Details in One Place

Rocket Matter’s legal case management software keeps every case, contact, and document organized in one intuitive dashboard. Access your cases anytime and from any device, so your firm never misses a beat. 

  • Customizable dashboards. View tasks, billing, calendar events, and client details.
  • Real-time activity tracking. Auto-log every action to maintain transparency and accountability.
  • Secure document storage. Upload, tag, and find case files instantly with full encryption.
case-management-matter-dashboards
Customizable Matter Dashboards for Enhanced Visibility

Tailor your firm’s dashboard to easily access a matter’s calendar events, tasks, time and billing information, and account balances. This customization ensures that your team has immediate access to the most relevant and crucial details, optimizing decision-making and workflow management. You can also rearrange widgets to highlight the information that's most important to you.

Remote Case Access for Enhanced Flexibility

Gain seamless access to your firm’s cases from any device with internet connectivity. Our platform supports remote and distributed teams, enabling them to stay synchronized and productive. Whether using a computer, laptop, or tablet, access to vital case information is just a click away, which helps remote and distributed teams stay on top of their cases.

Auto-Logs Create a Window into Matter Actions

Keep abreast of all developments within your cases through the recent activity log. View when and who created, updated, or deleted tasks, events, notes, billable entries and more. 

Automate Tedious Tasks with Rocket Matter Templates

Eliminate repetitive work with pre-built or custom matter templates that automatically generate tasks, events, and deadlines. Spend less time on manual setup and more time on billable work.

  • Reusable workflows. Create templates by client, matter type, or service area.
  • Task dependencies. Build logical progressions that move cases forward automatically.
  • Full visibility. Keep everyone aligned with real-time progress updates.

Why firms need workflow automation tools → 

Effortless Task Parameter Customization

Define specific parameters for tasks and events within Matter Templates, enabling automatic application to selected cases. Categorize tasks based on matter type or client classification, enhancing organization and workflow efficiency. Matter Templates function like your own virtual checklist.

Complete Customization for Tailored Workflows

Customize Matter Templates extensively, specifying crucial elements such as billing methods, statute of limitations, and custom fields. Adjust due dates and tasks as needed, ensuring personalized and efficient management of case-related details.

Easily Define Relationships

With our advanced customization, you can make sure you capture critical case-related relationships without having to repeatedly put in information. For instance, this can include arresting officers, agencies, adjusters, family members, or guardians.

matter_template
Customizable Dashboard - Change Layout Option

Customize Your Legal Matter Management Software to Meet Your Firm’s Needs

Rocket Matter adapts to your processes instead of forcing you to change them. Build custom dashboards, data fields, and reports that reflect the way your team actually works.

  • Custom fields and labels. Organize data exactly how your practice requires.
  • Flexible layouts. Rearrange widgets to surface what matters most to you.
  • Actionable insights. Generate detailed matter reports for better decision-making.
Efficient Organization with Custom Labels

Employ customizable labels to systematically categorize and manage information. Utilize these labels for streamlined data grouping, search, and enhancing efficiency in managing case-related data.

Create Tailored Custom Fields for Precision Management

Craft specific custom fields to capture vital case details unique to your firm’s requirements. Leverage these fields to filter data or bills accurately, ensuring precise data retrieval. Group custom fields together on pages for better organization. The merged fields in document and invoice automation enhance accuracy and efficiency.

Insightful Matter Reports for Informed Decisions

Gain access to comprehensive and readily available reports providing insights into productivity per matter, matter budgets, and more. Empower strategic planning and informed decision-making for enhanced operational efficiency right out of the box.

Create Matter Budgets

Budgeting keeps your firm profitable and predictable. With Rocket Matter, you can set financial limits, monitor task volume, and receive instant alerts before you exceed thresholds.

  • Define parameters upfront. Set time, expense, and fee caps by matter.
  • Track in real time. Compare actual progress to your planned budget.
  • Avoid overspending. Get notified when tasks or costs approach limits.
Set Budget Parameters

Define your matter budget by creating limits for hours, fees, expenses, or a combination of all three that rolls up to an overall budget. Or simply set a total matter budget without specifying those items.

Real Time Budget Notifications

Going over budget is a thing of the past. Set up who should get notified and the threshold for notification when budgets are exceeded so you can make adjustments in real time.

Over budget prevention

Determine if you want to stop adding any fees, expenses, or hours to a matter once you've hit your budget. Or simply be warned when budgets have been exceeded. Either way, you're in control of how to manage your matter budget.

matter-budgets
Have some questions before trying Rocket Matter? Schedule a quick call with one of our practice management experts.

FAQs about Case Management

How much does Rocket Matter cost?

Rocket Matter offers flexible pricing plans based on your firm’s size and needs. Visit our pricing page for full details. 

How can I get case management software for free?

You can start a free trial of Rocket Matter today—no credit card required. It’s the best way to explore how case management software fits your workflow. 

Where can I find the best case management software?

Right here. Rocket Matter has been recognized as a Stevie Award winner for Sales & Customer Support every year since 2015, proving our commitment to helping firms thrive. 

What Is Law Firm Case Management Software and its Importance for Legal Firms?

Case management software for legal firms is a specialized tool the puts case-related information, streamlines tasks, and optimizes workflows in a centralized location. The software assists in managing tasks, documents, automatic time tracking, and billing, ensuring accuracy and efficiency in legal operations. This software is crucial for legal firms as it minimizes errors, enhances organization, and improves client service.

How Does Legal CRM Benefit Lawyers and Client Relationships?

Legal CRM, or customer relationship management, aids lawyers in managing client interactions, communication, and maintaining comprehensive client records. CRM fosters improved client experiences, retention, and enables better client relationships, ultimately enhancing the firm’s reputation and client satisfaction.

What Key Features Define Legal Case Management Systems?

Legal case management systems offer customizable matter dashboards, remote case access, task automation, comprehensive reporting, secure client portals, and efficient document management. These features streamline legal workflows, optimize time tracking, and billing, thereby improving overall practice management.

How Can Cloud-Based Law Practice Management Software Improve Efficiency?

Cloud-based law practice management software ensures accessibility, real-time updates, secure data storage, and collaborative capabilities across multiple devices. This accessibility allows legal professionals to manage cases, track time, and communicate with clients efficiently, irrespective of their location.

How Does Legal Case Management Software Enhance Compliance and Reduce Errors?

Comprehensive case management software significantly reduces errors in data entry, deadline tracking, and assists in maintaining compliance with statutes of limitations and ethical guidelines. The software’s centralized platform minimizes human error, automates critical tasks, and ensures adherence to regulatory requirements.

Why Are Comprehensive Reports and Analytics Essential in Legal Software?

Comprehensive reports and analytics provided by legal software offer insights into productivity, matter budgets, and performance metrics. These insights aid in informed decision-making, identifying growth opportunities, and building a more efficient legal practice.

How Can Case Management Software Benefit Personal Injury Lawyers and Law Firms?

Legal case management solutions benefit personal injury law firms by effectively managing diverse case details, tracking billable time, streamlining legal document assembly, and billing management. The software optimizes client contacts, manages critical deadlines, and ensures accurate billing, ultimately enhancing the firm’s efficiency and productivity.

How can I get started with Rocket Matter?

Discover firsthand how Rocket Matter transforms how you manage your legal practice’s administrative tasks. Schedule a personalized demo to explore the array of features tailored to meet your firm’s specific needs.

Alternatively, start your free trial today and witness how Rocket Matter can simplify your workload, streamline workflow automation, and elevate your firm’s productivity. Take the first step toward a more efficient and organized practice with Rocket Matter.

How is Rocket Matter transforming Legal Practice Management?

Rocket Matter’s inception traces back to a simple mission: to revolutionize the lives of busy, mobile attorneys.

Revolutionizing Legal Technology

  • Origins of Innovation: In 2006, a need arose for efficient law office technology, prompting Rocket Matter’s inception.
  • The Birth of a Solution: Developing from an idea to a working product in just ten months, Rocket Matter became the pioneering online legal billing and law practice management software solution in 2008.
  • Brand Concept: Our name signifies speed (“Rocket”) and legal significance (“Matter”), reflecting our commitment to agile, case-centric solutions.

Upholding Innovation in Legal Services

  • Continuous Evolution: Over the years, Rocket Matter has integrated major features, such as phone messaging, document assembly, trust accounting, and unlimited document storage, adapting to the evolving needs of legal professionals.
  • Integration and Adaptability: Seamless integration with popular cloud applications and compliance with billing standards like ABA Task Codes and LEDES 98 ensure adaptability and efficiency.

Community-Driven Development

  • Engaged User Community: Thousands of attorneys globally benefit from Rocket Matter, contributing valuable insights that shape ongoing enhancements to management software systems.
  • Automated Upgrades: Our commitment to progress includes automatic deployment of improvements, ensuring users have access to innovative features without interruption.

Company Ethos and Accessibility

  • Global Reach: Operating from Boca Raton, FL, Rocket Matter serves as a hub for web-based time and billing and law practice management software.
  • Accessible Engagement: Join us on various platforms — X (formerly Twitter), Facebook, or direct communication — to engage and be part of our thriving ecosystem.

Discover Rocket Matter — an innovative solution aligning with your firm’s need for efficient, case-focused legal case management.

What other Practice Management tools does Rocket Matter have?

Explore Rocket Matter’s wide range of digital tools with legal practice management software. Elevate your firm’s efficiency and client service today.

Legal Project Management

Rocket Matter offers user-friendly legal project management software, ensuring your practice operates with heightened efficiency. With robust task management features, you can monitor budgets, track billable time, manage team projects meticulously, and create superior client experiences. Maintain predictability and consistency within your firm, bolstering productivity and client satisfaction.

Document Automation

Transition easily to a paperless environment using Rocket Matter’s legal document management software. Organize client files effortlessly and streamline daily tasks with customizable workflow automation. By digitizing documents and automating processes, you can enhance accessibility, collaboration, and overall operational efficiency.

Collaboration

Share folders, documents, and images with colleagues within Rocket Matter. Leave comments on invoices, tasks, and files. Log phone messages to individual matters and forward to other users so conversations are always visible. Rocket Matter's built-in client portal allows easy sharing of information with your clients.

Advanced Reporting

Rocket Matter delivers cutting-edge legal business analytics, offering high-end reporting capabilities. Receiving actionable data insights is crucial for building a more efficient practice. Analyze performance metrics, identify growth opportunities, and make informed decisions to drive the success of your firm.

More Practice Management Tools Included with Rocket Matter:

calendaring and tasks

Legal Project Management

powerful-reporting

Document Automation

collaboration

Collaboration

integrations

File Sharing & eSignature

Trusted by Law Firms Since 2008 for Unparalleled Product & Service

Testimonials

"Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up. The ease in using this software makes working to track time spent on cases flawless."


brittany grey

Brittany Grey
The Peterson Law Firm

"Rocket Matter has been excellent for our firm and it allows us to maintain excellent billing practices while maintaining everything in an organized fashion."
 
peter Cruice

Peter Cruice
Sinsheimer & Associates

More Practice Management Tools

Looking for more ways to enhance your firm’s productivity? Rocket Matter also includes tools for: