MatterX vs Rocket Matter
MatterX
matterx.com.auRocket Matter
rocketmatter.comSide by side
| Figure | MatterX | Rocket Matter |
|---|---|---|
| Price from | Free | $4.92/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 4 | 10 |
| Spec score · Trust Accounting Software | 8.1 (#19) | 8.5 (#12) |
| Document management | The platform describes SharePoint-based document management with automatic matter folder creation, version control, full-text search and granular security. | Users can create folder structures, labels, drag-and-drop uploads, cloud document access and document previews from mobile devices. |
| Founded | 2017 | 2008 |
| Headquarters | Gold Coast, Australia | Boca Raton, Florida, United States |
| Integrations | The platform connects with Microsoft 365 services including Outlook, Teams, SharePoint, OneDrive and Purview, and lists Power BI, Power Automate, Power Apps, Copilot and Dataverse. | Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier. |
| Matter management | The Legal Finance suite includes client and matter lifecycle management, time entry, diary management, and a safe custody register. | The product includes task management, matter calendars, contact management, conflict checks, and document storage. |
| Product | MatterX provides law firms practice management, trust accounting and legal finance on Dynamics 365 Business Central. | Rocket Matter is cloud-based legal practice management software for managing legal work, billing, time tracking, and firm operations. |
| Security | The Legal Finance page says firm data lives in Microsoft Dataverse and authentication uses Microsoft Entra ID single sign-on. | Rocket Matter states SOC 2 Type 2 compliance, bank-level encryption, multifactor authentication, continuous monitoring, backups and disaster-recovery procedures. |
| Support | MatterX says its plans include implementation and training, and its pricing page lists Australian-based support for Base and priority support with an 8-hour response for Professional. | The pricing page says every plan includes unlimited support and free data migration. |
| Trust accounting | The trust accounting page states that the product is NSW Law Society certified and includes three-way reconciliation, statutory deposits, controlled money handling, and audit trails. | Trust features include separate matter accounts, operating and trust ledgers, replenishment requests, reconciliation, holds and LEDES details. |
Plans
MatterX
- Good MinutesFree
- BasePriced on request
- PremiumPriced on request
- ProfessionalPriced on request
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
In their own words
MatterX
MatterX provides practice management, trust accounting, and legal finance for law firms in Australia and New Zealand. Its Legal Finance suite runs natively on Microsoft Dynamics 365 Business Central and covers client and matter lifecycle management, time entry, diary management, billing, trust accounting, and financial reporting. MatterX describes its trust accounting as NSW Law Society certified, with three-way reconciliation, statutory deposits, controlled money handling, audit trails, dual payment authorisation, and compliance exception alerts. The platform connects with Microsoft services including Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse. Firms can keep Xero for general accounting and sync it with MatterX matters, billing, and trust accounting. SharePoint document management includes automatic matter folders, version control, full-text search, and granular security. The free Good Minutes plan covers up to five matters. Other plans are tailored by firm size, priced by quote, and month-to-month; MatterX says implementation, training, and data export are included. Frontdesk and Crew AI agents are in preview.
Rocket Matter
Rocket Matter has no write-up on Specifiction yet; its figures are above.