How to Build Your Own Rocket Matter

Create and send multiple invoices at once for efficient billing cycles.

Set up firm-wide rules for time rounding and billable activity classification.

Monitor invoice status from creation through payment receipt.

Log and categorize case expenses with automatic reconciliation.

Set up and track fixed fee matters with milestone-based billing.

Search across all case data with filters, saved searches, and quick access.

Perform operations on multiple matters simultaneously for efficiency.

Manage court deadlines and important dates with automatic reminders.

Define custom case status stages and track workflow progression.

Pre-configured case templates with standard tasks and workflows.

Enable two-factor authentication for enhanced account security.

Track all changes to cases and documents with timestamps and user attribution.

Automatic daily backups with disaster recovery capabilities.

Bank-level encryption for data at rest and in transit.

Enable SSO with SAML 2.0 for enterprise authentication.

Set budgets for fixed fee matters and track profitability in real-time.

Track profit margins and analyze case performance metrics.

Generate custom reports on billable hours, revenue, and case status.

Centralize email, SMS, and in-app messaging with clients in one view.

Provide secure client access to case documents and communication.

Customize client-facing portal with firm branding and document access rules.

Search contacts and cases to identify potential conflicts.

Built-in compliance tools for GDPR and international data protection regulations.

Manage cases across different states with jurisdiction-specific rules.

Export financial data in formats compatible with accounting software.

Build custom integrations using Rocket Matter's REST API.

Sync emails directly to cases and automatically track communications.

Organize clients into groups for managing billing preferences and terms.

Maintain detailed contact records for clients, opposing counsel, and vendors.