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SPECIFICTION
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IOLTATrusts vs Rocket Matter

IOLTATrusts

ioltatrusts.com

Rocket Matter

rocketmatter.com

Side by side

FigureIOLTATrustsRocket Matter
Price from$19.99/mo$4.92/mo
Free plan——
Free trialYesYes
Open source——
WebYesYes
iOS—Yes
Android—Yes
API—Yes
Plans published310
Spec score · Trust Accounting Software7.8 (#23)8.5 (#12)
Spec score · Legal Trust Accounting Software7.9 (#24)8.6 (#11)
IntegrationsThe site lists live Plaid bank feeds, QuickBooks Online sync, and Clio matter and contact import; MyCase integration is listed as coming soon.Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier.
SecurityThe privacy policy says data in transit uses TLS 1.2 or higher, data at rest is stored on encrypted infrastructure, and passwords are hashed.Rocket Matter states SOC 2 Type 2 compliance, bank-level encryption, multifactor authentication, continuous monitoring, backups and disaster-recovery procedures.
SupportStarter includes email support, while the Firm plan includes priority support.The pricing page says every plan includes unlimited support and free data migration.

Plans

IOLTATrusts

  • Starter$19.99 a month
  • Professional$39.99 a month
  • Firm$69.99 a month

IOLTATrusts pricing →

Rocket Matter

  • Core CRM$39 a month
  • Essentials$59 a month
  • Essentials$59 a year
  • Pro$95 a month
  • Pro$95 a year
  • Premier$115 a year
  • Premier$115 a month
  • Elite$145 a year
  • Elite$145 a month
  • Enterprise CRM$147 a month

Rocket Matter pricing →

In their own words

IOLTATrusts

IOLTATrusts has no write-up on Specifiction yet; its figures are above.

Visit ioltatrusts.com

Rocket Matter

Rocket Matter has no write-up on Specifiction yet; its figures are above.

Visit rocketmatter.com