What do you like best about Rocket Matter?
The billing and time functions are really good in my opinion. Running invoices individually or in a batch is simple and straightforward, and while doing so it correctly adjusts individual matter/client ledgers correctly - which hasn't been the case with certain other practice management software I have used. The contact fields are easy to modify and format, even for someone with no experience doing so. The software does correctly handle payments and IOLTAs, pulling fees from operating while crediting the entire amount paid to the client's ledger. The integration with Propay (which they also own) is relatively seamless. while not really useful in my practice, they do allow you to create matter types with associated workflows and set progress points. The price is decent for a solo or small firm, though you don't get the volume discount as your seat number gets large that you do with other programs. Review collected by and hosted on G2.com.
What do you dislike about Rocket Matter?
The invoicing setup, while adequate, lacks simple functions that I found useful in other software I have used before. The recurring billing options are limited and only the payment plan for an existing balance is really customizable. That said, the payment plan is a "dumb" plan - once it calculates the payment amounts and dates, it just steams along ignoring all other parts of the software. If you set up a payment plan and then a client pays his or her balance in a lump sum after the plan starts, the software will continue to charge the client even after the system shows a balance of $0. This seems minor until you realize you're still paying processing fees on refunds, the software should be easy to fix, and Rocket Matter is the one who benefits from leaving the poor process in place - most of the time they are the payment processor. I have also had somewhat regular issues with payment links. On multiple occasions had to resend an invoice or retainer request because a payment link did work and returned an error. Not a bank error, a programming error, which seems to happen more often when the link is used on a mobile device. Not only is this a concern given how many people only use a mobile device, but when it is a retainer request and you have to attempt 3 times for the software to work, it doesn't give a great first impression. when the link returns an error, you can't simply resend the invoice, because that link will be dead, so to send another link you have to have the system generate a new invoice with a new invoice number which is sloppy account management.
In other systems I have used, after a charge was invoiced, you were able to, with sufficient system permissions, go and unfinalize an invoice to make changes to previously invoiced items. There are times when doing so is simpler and preferred over simply adding an adjustment to the client ledger. Also, as best I can tell after using Rocket Matter for about 2 years, you can only make an adjustment to the client's ledger, not a specific matter of a client which is pretty annoying.
The Rocket Matter mobile app is a disgrace in 2022 and frankly works so poorly and inconsistently that it's not worth the effort to even try to use it. On top of that, the site doesn't work well at all from a mobile browser. The site doesn't scale or alter its layout when accessed from a mobile device, so you are constantly dragging the screen around to get any small task done.
I am not thrilled they keep adding new features before making the current ones work correctly and/or better. Review collected by and hosted on G2.com.
