Legal Trust Accounting Software

Accurately Track Your Trust Accounts and Stay Compliant

For lawyers, there is no room for error when it comes to trust accounting. Rocket Matter’s legal trust accounting software helps you reconcile your accounts easily, stay in compliance, and run a better business.


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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!


Enjoy award-winning, U.S.-based customer support.

The Most Intuitive Practice Management Software for Law Firms

Accurately Track Your Trust Accounts and Stay Compliant

Manage your trust payments quickly and easily with Rocket Matter.


Trust Account Management

  • Create Multiple Trust Accounts
    Handling multiple matters for a single client? Rocket Matter gives you the option to create separate trust accounts for each of their matters and easily transfer funds between them.
  • Stay in Compliance
    Rocket Matter’s trust accounting software creates both trust and operating accounts as required by industry regulations. And when you process credit card payments through Rocket Matter Pay, your processing fees are automatically withdrawn from your operating account at the end of the month.
  • Generate Invoices that Comply with Regulations
    Rocket Matter enables you to add details to all line items and deposits. You can also input LEDES codes and other information that will help you meet your specific requirements.

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Stay on Top of Your Law Firm's Financials

  • Replenish Your Trust Automatically
    Increase your collection percentage with Evergreen retainers. Automatically generate replenishment requests when your trust account falls below a certain threshold.
  • Reconcile Your Accounts
    Most states have a trust account reconciliation requirement. Reconcile your bank statements easily with our QuickBooks online integration, which syncs both trust and operating account transactions.
  • Access Detailed Trust Account Reports
    Quickly view your firm’s trust account transactions across all clients or see a trust transaction on a client level.
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Tools for serious document professionals.

  • Unlimited Email, PDF, and Word Document Storage
    Store all the documents you want, organized by matter alongside other case information for convenient access.
  • Document Assembly
    Quickly and easily create legal documents and store them within Rocket Matter. You can also add billable time to your documents as you create them.
  • Two-Way Document Sharing
    Send documents to your clients with just a few clicks. You can also securely request documents from your clients that upload directly into your matters.

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Powerful workflow and automation to simplify your life and boost revenue.

  • Legal Project Management
    Easily create workflows and transition between different phases of a case. There is no reason to ever miss a deadline ever again!
  • Matter Templates
    Create your own parameters for tasks and events and apply them automatically to whichever cases you select.
  • Automated Billing
    Your prebills & invoices can run on schedule. No need to spend days doing billing! Let Rocket Matter do it for you.
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Online invoicing & lightning-fast payments.

  • Streamlined Invoicing
    Send your invoices out online via PDF. Clients can pay immediately with credit cards or eChecks.
  • Alternative Fee Arrangements
    Set up automated recurring billing, payment plans, & evergreen retainers so your clients have more ways to pay.
  • No Hassle Collections
    Our integrated electronic billing makes it easy to collect payments from your clients. Get paid the same day!
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The Most Intuitive Practice Management Software for Law Firms

  • Matter Management
  • Time and Billing
  • Online Payments
  • Trust Accounting
  • Conflict Checking
  • Document Storage
  • Contacts and Calendaring
  • Advanced Customizations
  • Sophisticated Reporting
  • Matter Templates
  • Document Assembly
  • Two-Way Document Sharing
  • Integration with Outlook, QuickBooks Online, & Dozens of Other Applications
  • Advanced Billing with Interest, Discounts, Taxes, and Much More!

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