- Home
- Trust Accounting Software
- Rocket Matter
Rocket Matter
Boca Raton, Florida, United States
Plans and prices
Core CRM
Lead inbox · contacts · intake forms · 2 automations
Read 21 Oct 2026 · rocketmatter.com
Essentials
Core legal practice management · mobile app · desktop time tracker · basic reporting
Read 21 Oct 2026 · rocketmatter.com
Pro
Productivity reporting · custom role permissions · two-way Office 365 calendar sync · QuickBooks Online integration
Read 21 Oct 2026 · rocketmatter.com
Premier
Full financial productivity reporting · advanced security restrictions · 15 e-signatures/user/month · NetDocuments integration
Read 21 Oct 2026 · rocketmatter.com
Elite
Built-in legal accounting · chart of accounts · bank feeds · trust compliance reporting
Read 21 Oct 2026 · rocketmatter.com
Enterprise CRM
Unlimited automations · 10 document automations · up to 100 intake fields · 3 lead-vendor integrations
Read 21 Oct 2026 · rocketmatter.com
On the record
- Android requirements
- The Google Play listing requires Android 6.0 or newer, a Rocket Matter subscription and network connectivity.play.google.com · read 21 Oct 2026
- API
- Rocket Matter publishes a version 2.0 OpenAPI-described API with token authentication and endpoints covering clients, matters, documents, invoices, contacts, features and messaging.developer.rocketmatter.com · read 21 Oct 2026
- API documentation depth
- The developer site offers downloadable OpenAPI specifications, request schemas, response codes and endpoint examples, with [email protected] support.developer.rocketmatter.com · read 21 Oct 2026
- Audience
- Rocket Matter describes its software for solo, small, mid-sized, and large law firms.rocketmatter.com · read 10 Oct 2026
- Billing
- Billing supports time and expense capture, batch invoicing, custom invoice branding, varied rate structures and online payment links.rocketmatter.com · read 21 Oct 2026
- Case management
- Case dashboards centralize matters, contacts, documents, tasks, billing and calendar information, with activity logs and customizable widgets.rocketmatter.com · read 21 Oct 2026
- Company facts
- LinkedIn lists Rocket Matter as privately held, founded in 2007, headquartered in Boca Raton, Florida, with 11–50 employees.linkedin.com · read 21 Oct 2026
- Complaint: billing after cancellation
- The BBB lists one October 2025 unanswered complaint alleging continued subscription charges after cancellation.bbb.org · read 21 Oct 2026
- CRM add-on
- Rocket Matter CRM is an add-on available only for Pro and Premier plans, with Core and Enterprise options listed separately.rocketmatter.com · read 10 Oct 2026
- Data location
- Rocket Matter says it uses U.S.-based data centers and that its core customer support teams are located in the U.S.rocketmatter.com · read 10 Oct 2026
- Data residency
- The security page says Rocket Matter uses U.S.-based data centers and U.S.-based core support personnel.rocketmatter.com · read 21 Oct 2026
- Document assembly
- Custom templates merge client and matter fields, and the system flags missing or erroneous merge data before generation.rocketmatter.com · read 21 Oct 2026
- Document management
- Users can create folder structures, labels, drag-and-drop uploads, cloud document access and document previews from mobile devices.rocketmatter.com · read 21 Oct 2026
- File integrations
- Document tools integrate with OneDrive, NetDocuments, Dropbox, Box, Evernote and Microsoft Office 365.rocketmatter.com · read 21 Oct 2026
- GDPR
- Rocket Matter says it supports data portability, data destruction and privacy-by-design obligations under GDPR and can provide a DPA through its data-protection contact.rocketmatter.com · read 21 Oct 2026
- Hosting model
- The service runs in the cloud and the pricing FAQ says no local installation is required.rocketmatter.com · read 21 Oct 2026
- Integrations
- Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier.rocketmatter.com · read 21 Oct 2026
- iOS requirements
- The current iOS listing requires iOS 11 or later for the legacy app; the NextGen app requires iOS 14 or later.apps.apple.com · read 21 Oct 2026