Rocket Matter

Spec sheet

What it does

Rocket Matter is a cloud legal-practice platform for managing matters, documents, time, billing, payments, trust accounting, calendars, tasks and reporting.Read 21 Oct 2026 · rocketmatter.com

Product

Rocket Matter is cloud-based legal practice management software for managing legal work, billing, time tracking, and firm operations.Read 10 Oct 2026 · rocketmatter.com

Audience

Rocket Matter describes its software for solo, small, mid-sized, and large law firms.Read 10 Oct 2026 · rocketmatter.com

Trial

The pricing page says every plan comes with a free trial and no credit card is required.Read 10 Oct 2026 · rocketmatter.com

API

Rocket Matter publishes a version 2.0 OpenAPI-described API with token authentication and endpoints covering clients, matters, documents, invoices, contacts, features and messaging.Read 21 Oct 2026 · developer.rocketmatter.com

Integrations

Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier.Read 21 Oct 2026 · rocketmatter.com

Mobile apps

iPhone and Android apps provide matter data, billing, timers, expenses, document previews, uploads, push notifications and secure firm messaging.Read 21 Oct 2026 · rocketmatter.com

Security

Rocket Matter states SOC 2 Type 2 compliance, bank-level encryption, multifactor authentication, continuous monitoring, backups and disaster-recovery procedures.Read 21 Oct 2026 · rocketmatter.com

Support

The pricing page says every plan includes unlimited support and free data migration.Read 10 Oct 2026 · rocketmatter.com

Headquarters

Boca Raton, Florida, United StatesRead 28 Sep 2026 · rocketmatter.com

Founded

2008Read 28 Sep 2026 · rocketmatter.com

Android requirements

The Google Play listing requires Android 6.0 or newer, a Rocket Matter subscription and network connectivity.Read 21 Oct 2026 · play.google.com

API documentation depth

The developer site offers downloadable OpenAPI specifications, request schemas, response codes and endpoint examples, with [email protected] support.Read 21 Oct 2026 · developer.rocketmatter.com

Billing

Billing supports time and expense capture, batch invoicing, custom invoice branding, varied rate structures and online payment links.Read 21 Oct 2026 · rocketmatter.com

Case management

Case dashboards centralize matters, contacts, documents, tasks, billing and calendar information, with activity logs and customizable widgets.Read 21 Oct 2026 · rocketmatter.com

Company facts

LinkedIn lists Rocket Matter as privately held, founded in 2007, headquartered in Boca Raton, Florida, with 11–50 employees.Read 21 Oct 2026 · linkedin.com

Complaint: billing after cancellation

The BBB lists one October 2025 unanswered complaint alleging continued subscription charges after cancellation.Read 21 Oct 2026 · bbb.org

CRM add-on

Rocket Matter CRM is an add-on available only for Pro and Premier plans, with Core and Enterprise options listed separately.Read 10 Oct 2026 · rocketmatter.com

Data location

Rocket Matter says it uses U.S.-based data centers and that its core customer support teams are located in the U.S.Read 10 Oct 2026 · rocketmatter.com

Data residency

The security page says Rocket Matter uses U.S.-based data centers and U.S.-based core support personnel.Read 21 Oct 2026 · rocketmatter.com

Document assembly

Custom templates merge client and matter fields, and the system flags missing or erroneous merge data before generation.Read 21 Oct 2026 · rocketmatter.com

Document management

Users can create folder structures, labels, drag-and-drop uploads, cloud document access and document previews from mobile devices.Read 21 Oct 2026 · rocketmatter.com

File integrations

Document tools integrate with OneDrive, NetDocuments, Dropbox, Box, Evernote and Microsoft Office 365.Read 21 Oct 2026 · rocketmatter.com

GDPR

Rocket Matter says it supports data portability, data destruction and privacy-by-design obligations under GDPR and can provide a DPA through its data-protection contact.Read 21 Oct 2026 · rocketmatter.com

Hosting model

The service runs in the cloud and the pricing FAQ says no local installation is required.Read 21 Oct 2026 · rocketmatter.com

iOS requirements

The current iOS listing requires iOS 11 or later for the legacy app; the NextGen app requires iOS 14 or later.Read 21 Oct 2026 · apps.apple.com

Limit: customization and speed

TrustRadius reviewers report cumbersome rate setup, unintuitive reminder statements, poor invoice printing and occasional slow performance.Read 21 Oct 2026 · trustradius.com

Limit: mobile apps

Apple and Google Play reviewers report freezing, crashes, repeated logins, missing functions and unreliable mobile time tracking despite stronger desktop experiences.Read 21 Oct 2026 · apps.apple.com

Limit: pricing and configuration

Software Advice reviewers say pricing can be high for solo firms and that advanced features or report customization may require extra learning and configuration.Read 21 Oct 2026 · softwareadvice.com

Matter management

The product includes task management, matter calendars, contact management, conflict checks, and document storage.Read 10 Oct 2026 · rocketmatter.com

Notable product update

The NextGen iOS app launched version 1.0.1 on March 19, 2025 with bug fixes and enhancements.Read 21 Oct 2026 · apps.apple.com

Owner and legal entity

Crunchbase identifies ProfitSolv, LLC as Rocket Matter’s legal name and says the business was acquired by ProfitSolv; Larry Port is listed as founder.Read 21 Oct 2026 · crunchbase.com

Passive timekeeping

Rocket Matter Track automatically records activity across office applications and devices to reduce missed billable time.Read 21 Oct 2026 · rocketmatter.com

Plan limit

Essentials includes 25GB of document storage, while Pro, Premier, and Elite list unlimited document storage.Read 10 Oct 2026 · rocketmatter.com

Praise: ease and billing

G2 and Software Advice reviewers repeatedly praise the intuitive interface, quick setup, time capture, billing, document management and centralized workflow.Read 21 Oct 2026 · g2.com

Praise: support

Independent Software Advice and TrustRadius reviews commonly describe customer support as knowledgeable, responsive and helpful.Read 21 Oct 2026 · softwareadvice.com

QuickBooks sync

The QuickBooks Online integration can connect invoices, expenses, payments, trust account credits and debits, contacts, and vendors.Read 10 Oct 2026 · rocketmatter.com

Rating on Apple App Store

1.4 out of 5 from 59 ratingsRead 21 Oct 2026 · apps.apple.com

Rating on G2

4.3 out of 5 from 173 reviewsRead 21 Oct 2026 · g2.com

Rating on Google Play

1.5 out of 5 from 29 reviewsRead 21 Oct 2026 · play.google.com

Rating on Software Advice

4.4 out of 5 from 211 reviewsRead 21 Oct 2026 · softwareadvice.com

Rating on TrustRadius

9 out of 10 from 5 reviews and ratingsRead 21 Oct 2026 · trustradius.com

Reporting

Advanced reporting offers more than 50 starting reports, custom queries, KPI dashboards, origination, productivity and matter-budget reports.Read 21 Oct 2026 · rocketmatter.com

Time tracking

The product provides timers, multiple concurrent timers, dashboards, manual entries and time capture from Outlook and OneDrive.Read 21 Oct 2026 · rocketmatter.com

Trust accounting

Trust features include separate matter accounts, operating and trust ledgers, replenishment requests, reconciliation, holds and LEDES details.Read 21 Oct 2026 · rocketmatter.com

Workflow automation

Matter templates can generate tasks, events and deadlines, with dependencies, custom fields and status automation.Read 21 Oct 2026 · rocketmatter.com

Plans and prices

Every Rocket Matter plan and price →

Where Specifiction places it

• Legal Client Portal Software#11 of 428.5
• Legal Trust Accounting Software#11 of 408.6
• Legal Practice Management Software#39 of 1408.3
• Trust Accounting Software#12 of 428.5
• Legal Payments Software#15 of 438.4