With Rocket Matter’s estate planning features, your practice will be more efficient than ever. You’ll have the tools to stay on budget, create a better experience for your clients, and ensure predictability and consistency within your firm.
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Thousands of Legal Admins, Lawyers, and Staff Have Trusted Rocket Matter since 2008
Track where all of your matters are at a glance.
Send electronic invoices with contactless, integrated payments.
Automate Estate Planning workflows and the creation of documents.
Leverage client intake forms and payment pages for your website.
Use Rocket Matter from anywhere – on a Mac, PC, or smartphone!
The Most Intuitive Practice Management Software for Law Firms
See Where Your Work Is…And How You’re Doing
Our Kanban boards show you at a glance where each of your current matters is and if you’re running behind schedule.
You can fully customize your workflows, so when you drag a matter from one lane to the next, you can automatically generate all the tasks and appointments that are needed for that phase of work.
You can upload your go-to Estate Planning templates in Rocket Matter and generate them in one click. Our document assembly can handle most of your needs.
Also, leverage our client intake forms and secure document sharing and eliminate wasteful busywork across all departments in your law firm.
Configure Any Report with our Business Intelligence Platform
No cloud-based practice management platform has the power of Rocket Matter’s Business Intelligence platform.
You can design your own reports and create queries on virtually any data you store in Rocket Matter. Want to see who bills the most or refers the most business? No problem!
Remote work is here to stay, and with Rocket Matter, everyone in the firm stays on the same page without clunky infrastructure. It’s time to move away from burdensome on-premise systems.
With a modern product that can be used on a Mac, PC, or smartphone, Rocket Matter is a welcome change for legal professionals using ancient technology.
Trusted by Law Firms Since 2008 for Unparalleled Product & Service
"Rocket Matter has been excellent for our firm and it allows us to maintain excellent billing practices while maintaining everything in an organized fashion."
Peter Cruice Sinsheimer & Associates
"Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up. The ease in using this software makes working to track time spent on cases flawless."
Brittany Grey The Peterson Law Firm
"Rocket Matter has been excellent for our firm and it allows us to maintain excellent billing practices while maintaining everything in an organized fashion."
