Rocket Matter Review: Pros, Cons, Features and Pricing Explained
Rocket Matter is a project management software for lawyers built to help legal teams organize casework, track time, and collaborate with less friction. If you’re overwhelmed by missed deadlines, scattered client notes, or billing headaches, Rocket Matter aims to bring everything under one roof. Whether you manage a small practice or need scalable workflows for a growing firm, this project management solution promises tools shaped by legal realities—not just generic business needs.
In this review, I’ll break down Rocket Matter’s features, real-world strengths, drawbacks, and pricing so you can decide if it’s the right fit for your team.
Rocket Matter Evaluation Summary
- From $59/user/month (billed annually)
- 10-day free trial + free demo available
Why You Can Trust Us
We’ve been testing and reviewing project management software since 2012. As project managers ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different project management use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.
Rocket Matter Overview
I think Rocket Matter stands out for lawyers who prioritize legal billing functionality, reliable support, and a user-friendly interface over endless customization. When you’re choosing software, Rocket Matter’s built-in time tracking, trust accounting, and legal templates help your team work faster. While its integrations aren’t as deep as some competitors and pricing can feel premium, onboarding is simple, training is accessible, and most users won’t get bogged down by complexity. I’d suggest Rocket Matter for small and midsize law firms or solos who want clear legal workflows without fighting through business-focused project management tools.
pros
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Robust legal billing and trust accounting features
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Strong document management with built-in templates
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Responsive customer support tailored for legal teams
cons
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No built-in client intake or CRM workflows
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Task management lacks advanced dependencies and automations
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Some users report occasional sluggish performance with large matters
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Our Review Methodology
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Legal Time Tracking
Track billable time with timers and manual entries tied directly to matters. Easily convert recorded time into invoices for accurate client billing.
Matter Management
Organize all documents, tasks, calendars, and communications by matter. Keep every case detail accessible and up to date in one place.
Legal Billing and Invoicing
Generate professional invoices from time entries, apply trust funds, and manage payments. Automate recurring billing and set custom rates for different clients.
Document Assembly and Templates
Create legal documents from built-in or custom templates directly inside the platform. Assemble contracts, pleadings, and forms with minimal manual entry.
Calendar and Task Management
Sync deadlines, court dates, and appointments across your team’s calendars. Assign and track legal-specific tasks so nothing slips through the cracks.
Trust Accounting Compliance
Handle client funds and retainers according to strict legal trust accounting rules. Monitor balances by client and get alerts for compliance issues.
Ease of Use
Rocket Matter feels purpose-built for law firms, making setup and daily use straightforward—even for attorneys with little tech experience. I think its dashboard, document automation, and calendar tools reduce confusion, and users consistently highlight fast onboarding and helpful guided training. Instead of endless options, Rocket Matter focuses on workflows lawyers actually use, which keeps navigation simple and lets teams get work done without a steep learning curve.
Integrations
Rocket Matter integrates with Microsoft Office 365, Google Calendar, Box, Dropbox, QuickBooks Online, OneDrive, and NetDocuments.
Rocket Matter also offers an API for custom integrations but does not natively connect with third-party integration platforms.
Rocket Matter Specs
- 2-Factor Authentication
- API
- Approval Workflows
- Audit Trail
- Calendar Management
- Compliance Tracking
- Contract Management
- Custom Reports
- Customer Management
- Data Export
- Data Import
- Document Management
- External Integrations
- Multi-User
- NDA Management
- Notifications
- Policy Management
- Scheduling
- Workflow Management
