Accurately Track Your Trust Accounts and Stay Compliant
For lawyers, there is no room for error when it comes to trust accounting. Rocket Matter’s legal trust accounting software helps you reconcile your accounts easily, stay in compliance, and run a better business.
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Thousands of Legal Admins, Lawyers, and Staff Have Trusted Rocket Matter since 2008
Track where all of your matters are at a glance.
Send electronic invoices with contactless, integrated payments.
Automate Estate Planning workflows and the creation of documents.
Leverage client intake forms and payment pages for your website.
Use Rocket Matter from anywhere – on a Mac, PC, or smartphone!
The Most Intuitive Practice Management Software for Law Firms
Accurately Track Your Trust Accounts and Stay Compliant
Manage your trust payments quickly and easily with Rocket Matter.
Trust Account Management
Create Multiple Trust Accounts Handling multiple matters for a single client? Rocket Matter gives you the option to create separate trust accounts for each of their matters and easily transfer funds between them.
Stay in Compliance Rocket Matter’s trust accounting software creates both trust and operating accounts as required by industry regulations. And when you process credit card payments through Rocket Matter Pay, your processing fees are automatically withdrawn from your operating account at the end of the month.
Generate Invoices that Comply with Regulations Rocket Matter enables you to add details to all line items and deposits. You can also input LEDES codes and other information that will help you meet your specific requirements.
Replenish Your Trust Automatically Increase your collection percentage with Evergreen retainers. Automatically generate replenishment requests when your trust account falls below a certain threshold.
Reconcile Your Accounts Most states have a trust account reconciliation requirement. Reconcile your bank statements easily with our QuickBooks online integration, which syncs both trust and operating account transactions.
Access Detailed Trust Account Reports Quickly view your firm’s trust account transactions across all clients or see a trust transaction on a client level.
Unlimited Email, PDF, and Word Document Storage Store all the documents you want, organized by matter alongside other case information for convenient access.
Document Assembly Quickly and easily create legal documents and store them within Rocket Matter. You can also add billable time to your documents as you create them.
Two-Way Document Sharing Send documents to your clients with just a few clicks. You can also securely request documents from your clients that upload directly into your matters.
Powerful workflow and automation to simplify your life and boost revenue.
Legal Project Management Easily create workflows and transition between different phases of a case. There is no reason to ever miss a deadline ever again!
Matter Templates Create your own parameters for tasks and events and apply them automatically to whichever cases you select.
Automated Billing Your prebills & invoices can run on schedule. No need to spend days doing billing! Let Rocket Matter do it for you.
The Most Intuitive Practice Management Software for Law Firms
Matter Management
Time and Billing
Online Payments
Trust Accounting
Conflict Checking
Document Storage
Contacts and Calendaring
Advanced Customizations
Sophisticated Reporting
Matter Templates
Document Assembly
Two-Way Document Sharing
Integration with Outlook, QuickBooks Online, & Dozens of Other Applications
Advanced Billing with Interest, Discounts, Taxes, and Much More!
Trusted by Law Firms Since 2008 for Unparalleled Product & Service
"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 Sinsheimer & Associates
"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 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."
