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Description

Access real-time, intelligent insights and analytics about your clients and practice from any device, utilizing Canada’s premier cloud-based solutions for auditing and accounting. Enhance client collaboration through our comprehensive client portal, offering seamless file sharing, personalized dashboards, and status reports all securely housed in one location. Achieve a complete document management system with centralized data storage, integrated archiving, retention, and backup features to keep files organized for all staff and teams. Effortlessly manage your time and billing processes from any internet-enabled device, as the cloud service automatically creates draft timesheets based on your calendar and time spent on client engagement files. Working in the cloud allows team members to collaborate on the same client file concurrently, streamlining the review and approval process from any location on a unified platform. This innovative approach not only enhances productivity but also ensures that all team members remain connected and informed, ultimately leading to improved service delivery for clients.

Description

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Box
Chat Agents
Chrometa
Dropbox
Evernote
Gmail
LawKPIs
LawToolBox
Lawmatics
LexCharge
Microsoft Outlook
NetDocuments
Nexa
Octopus Accountancy
Penneo
ProfitCents
QuickBooks Online
QuickBooks Online Advanced
Veza Reception
WiseTime

Integrations

Box
Chat Agents
Chrometa
Dropbox
Evernote
Gmail
LawKPIs
LawToolBox
Lawmatics
LexCharge
Microsoft Outlook
NetDocuments
Nexa
Octopus Accountancy
Penneo
ProfitCents
QuickBooks Online
QuickBooks Online Advanced
Veza Reception
WiseTime

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CaseWare

Founded

1988

Country

Canada

Website

www.caseware.com/products/cloud

Vendor Details

Company Name

ProfitSolv

Founded

2020

Country

United States

Website

www.rocketmatter.com

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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