Rocket Matter

Rocket Matter

ProfitSolv
Trustpak

Trustpak

InfoBiz Solutions
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About

Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.

About

Trust accounting is a form of bookkeeping used exclusively for trust transactions. It is the recording by a trustee of the receipt and payment of other people's money into individual trust ledger accounts maintained for the person from or on whose behalf the money was received. In most countries there are very strict rules that apply to Trust Accounting and external independent auditors are employed to make sure the rules are followed. Government regulations may change at any time, if the product you are using is not kept up to date with the local Government Regulations then you could find your business at risk. Software needs to be intuitive, if the screens are not obvious and are confusing then it will take you a long time to master. In Trustpak we have kept the information required for each function on the immediate screen.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms looking for a Legal Practice Management software

Audience

Companies that need a trust accounting software solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per user per month
Free Version
Free Trial

Pricing

$53 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ProfitSolv
Founded: 2020
United States
www.rocketmatter.com

Company Information

InfoBiz Solutions
Founded: 2002
Australia
www.infobizsolutions.com

Alternatives

Alternatives

i-Trust

i-Trust

Golden Omega
Actionstep

Actionstep

Actionstep Software
NOBL

NOBL

Paulmar Group
Troika Accounting

Troika Accounting

thewealthworks
AbacusLaw

AbacusLaw

Abacus Data Systems

Categories

Categories

Trust Accounting Features

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

Law Practice Management Features

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

Legal Billing Features

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

Legal Case Management Features

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 Features

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

Integrations

Box
Chat Agents
Chrometa
DirectLaw
Dropbox
Evernote
Gmail
Google Calendar
Google Workspace
LEX Reception
LawKPIs
LawToolBox
Lawmatics
LexCharge
Microsoft Outlook
Nexa
Posh
QuickBooks Online
QuickBooks Online Advanced
Skype

Integrations

Box
Chat Agents
Chrometa
DirectLaw
Dropbox
Evernote
Gmail
Google Calendar
Google Workspace
LEX Reception
LawKPIs
LawToolBox
Lawmatics
LexCharge
Microsoft Outlook
Nexa
Posh
QuickBooks Online
QuickBooks Online Advanced
Skype
Claim Rocket Matter and update features and information
Claim Rocket Matter and update features and information
Claim Trustpak and update features and information
Claim Trustpak and update features and information