Rocket Matter Legal CRM

Rocket Matter's client relationship management software (CRM) is designed to help legal practices of any size take control of their marketing efforts and client intake. With legal CRM software for law firms, you can build automated campaigns to bring in new clients and foster strong relationships to keep current clients coming back.

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Stevie Winner for Sales & Customer Support Since 2015

Modern Client Relationship Management Tools Designed for Lawyers

Rocket Matter CRM is built to enhance your daily use of Rocket Matter Pro or Premier. With the addition of Rocket Matter CRM you now have the tools you need to grow your law firm and stay competitive.

  • Build with the Right Tools
    Building a successful law firm starts by building strong client relationships. Having the right legal CRM tools in place is critical. Not all law practice management software is designed with lead management or client interactions in mind and generic customer relationship management tools are simply not built for the way law firms work.
  • Streamline Client Follow-ups
    Stop wasting staff and prospective client time playing "phone tag." Instead, send a digital message -- email or text -- directly to your leads after you miss a call or email. Rocket Matter CRM for law firms can immediately send personalized, follow-up messages via email or text to your contacts. This means potential clients and prospects feel like you're engaging directly with them and are less likely to look elsewhere just because you were unable to pick up the phone.

Automate Tedious Marketing Tasks

  • Automated Workflows & Advanced Reporting
    Create a more efficient and effective marketing process by using workflow automation. From lead to successful client, you'll be able to track the progress of every contact at a glance. View reports of your productivity, case metrics, and new sign-ups in a single tool with Rocket Matter CRM.
  • Email Marketing Drip Campaigns
    Be your clients' first choice for legal services by staying top-of-mind. With Rocket Matter CRM, you can establish automated email marketing campaigns that send personalized messages directly to multiple contacts. Keep your leads warm with customizable emails and guide them on the journey to becoming happy, returning clients.
  • Text Messaging Campaigns
    Nearly 98% of all text messages sent by law firms to their clients and prospects are read. Everybody is on their phones. If you want to get in front of potential clients, make sure you're where everybody is at by sending automated text messages. Text messaging automation is built directly into Rocket Matter CRM. This allows your staff to build text messages from your computers and send them directly to multiple contacts.

Improve Your Legal Client Intake Management Process

  • Eliminate Wasted Time on Data Entry
    Rocket Matter CRM handles tedious client entry data entry tasks automatically so your staff can focus on billable work and client priorities. Save money and time by letting your legal CRM software manage your data entry.
  • Customized Online Forms
    Build intuitive and mobile-friendly forms for your prospects. A core feature of Rocket Matter's CRM client intake software builds forms that fit your law firm's needs with customizable branding and field properties. It's easy to build custom client intake forms for every practice area or case type to ensure you're gathering the right information from clients every time.
  • One-Click Electronic Signature
    Simplify your signature process with Rocket Matter CRM. Utilize your legal CRM software to send legal documents and signature requests directly to clients. Streamlining the process for your staff and clients means you'll never have to waste time hunting down clients for a signature again, and signed legal documents are securely stored and sorted for easy recordkeeping.

Legal CRM Software FAQs

Let's address common queries about Rocket Matter's CRM platform for law firms and how it can help you. If you have more questions, feel free to contact our customer service and sales team for more information.

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More Practice Management Tools Included with Rocket Matter:

calendaring and tasks

Legal Project Management


Document Automation




Business Intelligence

Trusted by Law Firms Since 2008 for Unparalleled Product & Service


"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