Managing Your Firm is About to Get Easier.

From tracking billable hours to invoicing and accounting, many law firms still use tedious manual processes to manage daily administrative tasks or rely on a patchwork of separate software to handle the different parts of their legal workflows.

Lawyers need to find more time in the day (without inventing a time machine!)

The problem? Both approaches are inefficient, time-consuming, and a hassle for many attorneys, paralegals, legal assistants, and staff. Having a single, fully integrated practice management tool allows you to manage every facet of your law firm’s operations quickly & easily from within a single dashboard.

It also ensures that all your data is stored in the same place, so you can avoid errors from redundant double data entry -- and ensure that every member of your team stays on the same page.

Here’s how the right practice management system can help your firm make time and expense tracking easier—and more accurate:

• Prepare & send invoices in less time
• Stay on top of high-priority& important deadlines with firm-wide & matter-specific calendars
• Accessibility to your firm and matter details from anywhere (while still keeping your firm’s data secure).
• Manage legal matters & cases with custom fields, templates, and task workflows
• Process credit card payments online without the risk of trust account compliance violations
• Keep client trust accounts replenished & reconcile accounts while ensuring Bar compliance
• Make more informed business decisions with in-depth reports & analytics dashboards and more

Best of all, it will allow you to do this all from within a single tool—and integrate with the other software tools you use every day.

There are dozens of generic, “industry-agnostic” practice management tools on the market. But these programs aren’t designed for legal industry workflows & regulations. In fact, Rocket Matter was first created back in 2006 to address the lack of software vendors serving the specific needs of a law practice.

Make legal-specific, law practice management software a priority for your law firm

If your firm is using a generic software, you’ll end up spending far too much time & too many resources trying to customize workflows & processes to match the specific needs of your legal practice.

A legal-specific practice management solution, like Rocket Matter, is built from-the-ground-up to meet the unique demands of legal work. With Rocket Matter you get access to a host of important, legal-industry specific features, including:

• Fast and thorough conflict-of-interest checks  
• “Statute of limitations” calculators custom pages and fields by practice area 
• Legal trust accounting tools  
• eBilling features to help you avoid invoice rejection 

Making compliance a priority for your law firm

Most importantly, the right legal software will feature key compliance protections to help your legal practice remain compliant with ABA and state bar rules.

For example, a legal practice management software should allow you to process online credit card payments -- while preventing the commingling of funds when withdrawing or depositing funds into a client’s trust account. It should also help your firm stay compliant when managing trust accounts & reconciling bank statements. Rocket Matter does all this & more.

When looking for the best law practice management system, law firms have two basic options: they can opt for an on-premises software, which is stored locally on your office hardware, or a cloud-based system, which store’s your firm’s data in the cloud so that it is accessible to you from any location.
On-premise software

Traditionally, many law firms have favored on-site practice management software ecause of the outdated thought that software on your servers is more secure. However, on-site software is only accessible from the office and puts your firm at risk of data loss if you experience a hardware failure, power outage, or the software closes/crashes unexpectedly.

Cloud-based software

By contrast, a cloud-based software solution will automatically back up your law practice data in the cloud and can be accessed from PCs, Macs, and mobile devices, allowing your attorneys and staff to coordinate on matters remotely. Time and expense tracking is also far more convenient when traveling or at off-site meetings, facilitating more accurate timekeeping and billing.

And while on-premises software may have been more secure in the past, today’s cloud-based practice management systems come with high levels of data security (like those used by online banking) to help keep your firm’s confidential client and case information safe. Rocket Matter boasts SOC2 compliance, the highest security certification available.

An attorney’s hours are their most precious resource—and the right legal practice management software can help optimize every minute of them (and make sure they’re actually billed). If your lawyers are still recording their hours by hand at the end of the day, they’re almost certainly losing track of some of their billable time (and wasting valuable minutes piecing together & logging time entries).

Unique Time Tracking

Rocket Matter Track offers the most revolutionary way to track time and assign to the appropriate client and matter. This passive timekeeping tool install on your desktop and keeps track of your activities while you work. Simply select the work needed for billing and assign to your matter.

You can even set multiple timers at once, so you can move seamlessly between different tasks without missing a beat—or track time directly from Microsoft Outlook while using your email. 

Batch billing, paperless prebilling, automated invoices, and all kinds of other goodies

And when it comes time to bill for those hours, Rocket Matter makes it a breeze to prepare and send your invoices. Using our powerful batch billing features, law firms can prepare all their monthly invoices at once and make adjustments from our paperless prebill screen.

In a word, yes! Accepting online payments makes things more convenient for clients & helps your firm collect on invoices more quickly & consistently. And with Rocket Matter Pay, your firm can easily process credit card payments without the risk of processing fees causing trust account compliance violations. You can even safely and securely store credit cards and e-check information. 

There’s no way around it—law firms handle a lot of documents, and preparing legal documents manually takes a lot of time. The document automation tools included in Rocket Matter law practice management software allow you to generate common legal documents from customizable templates, then automatically populate fields with information pulled from your central database.

You’ll save hours upon hours of time spent tediously on document creation & reduce the risk of errors caused by manual data entry.

By making it manage your firm’s documents, Rocket Matter ensures that your team will be able to find the files they need quickly from anywhere—even if they’re doing their work from home or while traveling.  

As an added bonus, your legal practice will also get access to secure file-sharing features & one-click e-signatures, which can be sent directly to clients with no need for a confusing client portal. And your clients can even store credit cards in Rocket Matter to set up automated monthly payments for retainers or other fee-arrangements.

Yes! It’s what our practice management software was designed for (plus, making your job a whole lot easier!)

In addition to boosting efficiency & streamlining billing to help you collect payments more quickly & consistently, Rocket Matter comes with a whole suite of in-depth reporting & analytics tools. Using our reporting & analytics features, law firms gain deep insight into their workflow efficiency, realization rates, revenue, profitability, and more—so they can make informed decisions for the future of their business.

Key Performance Indicators (KPI’s) to support your growth

Our advanced analytics reports allow you to track the key performance indicators (KPIs) that matter most to your firm, including:

• Which team members are bringing in the most cases for your firm
• How much revenue each of your attorneys is bringing in
• Whether or not individual matters are staying within their budgets
• Billing & collections realizations rates
• User productivity for both lawyers & staff

Our Premier Tier also includes Analytics and Reports, designed to provide legal practices with the deepest possible understanding of their finances, productivity, profitability, and more.

Rocket Matter’s legal practice management software includes powerful legal trust accounting functionalities that help you manage client trust accounts while staying compliant.

With Rocket Matter, your law practice can:

• Create, manage, and transfer funds between multiple trust accounts for a single client
• Ensure trust accounting compliance even when accepting credit card payments
• Generate replenishment requests when accounts fall below a certain threshold
• Reconcile your bank statements to stay in compliance with state trust account reconciliation requirements

And as for the rest of your firm’s accounting? Rocket Matter’s robust QuickBooks Online integration ensures your accounting tools & practice management software stay synced, keeping your financials current.

If your practice management software doesn’t integrate with your other software tools, you’ll lose time and efficiency by manually copying data between different software systems. There’s also an increased risk of mistakes & data entry errors since you’ll need to input each set of data multiple times.

At the very least, your law practice management system should integrate with:

• Email & scheduling tools (e.g., Outlook & Google Calendar)
• Document software (e.g., OneDrive)
• Document sharing tools (e.g., Dropbox, Box, NetDocs)
• Your accounting system (e.g.,Quickbooks)

At Rocket Matter, we’re all about making lawyers lives as easy as possible—that’s why we offer seamless integrations for all of the above and many more.

Wondering whether we can integrate with a particular one of your software tools? Our experienced, U.S.-based support team will be happy to answer your questions.