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Tools for serious document
professionals.
- 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.
Online invoicing & lightning
fast payments.
- Streamlined Invoicing
Send your invoices out online via PDF. Clients can pay immediately with credit cards or eChecks. - Alternative Fee Arrangements
Set up automated recurring billing, payment plans, & evergreen retainers so your clients have more ways to pay. - No Hassle Collections
Our integrated electronic billing makes it easy to collect payments from your clients. Get paid the same day!
Rocket Matter Pay: Rapid, secure and easy-to-use payments solution
- Full payment integration
Accept and manage your payments in the same place you manage your invoices. Don’t waste time clicking in multiple systems. - Get Paid Faster
Some payment processors hold your funding for days before it’s released to your account. With Rocket Matter pay, your account gets funded in as little as 12 hours! - No-Hassle Payment Plans and Recurring Billing
Save time and maximize cash flow with automated payment plans and recurring billing. No more manual payment collection or setting up plans in other systems and trying to reconcile.
Swiftly share, request, and collect signatures
- Easily send and receive files within Rocket Matter
With our innovative file-sharing and e-signature service, powered by Imagineshare, users can securely request, send, and receive legal documents—without the need for a client portal. - Get client signatures faster
Streamline the process of gathering client signatures with one-click e-signature links directly from within the software. Clients can open and sign important documents from their phone, tablet, or desktop. - Provide high-level security for your clients
Add custom signature templates to any PDF document, then send them to clients along with instructions and a secure link to upload files back into Rocket Matter. Get peace of mind with our robust security through customized security Q+A and expiring access deadlines.