
Our favorite part of Rocket Matter is the seamless trust accounting. When we run invoices, it automatically credits available trust funds and invoices the client for the different (if any). The save a lot of time compared to Quickbooks which requires manual transfers and multiple accounting entries. Review collected by and hosted on G2.com.
We really wish that Rocket Matter featured a client number and a matter number which would be automatically iterated and assigned. We use a four digit number for clients (e.g. 3123 for John Smith) and then another four digit number per matter (e.g. .0001 for their first matter with us) for a client/matter # on a given case (e.g. 3123.0001 for the first John Smith matter). That number is used for physical files, reference # in letters, etc. However, we haven't found a way for Rocket Matter to automatically assign these, leading us to use a separate tracking Google spreadsheet instead, which is klunky. Review collected by and hosted on G2.com.