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Rocket Matter from Rocket Matter

Legal billing, project management, time tracking, client collaboration features, as well as a robust reporting and analytics system for improved decision making.

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Product analysis by function

Legal Case Management Software for Compliance and Legal

Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software More Compliance and Legal ...

Case Management
(7 Yes /8 Known /11 Possible features)

Document Management
(8 Yes /9 Known /11 Possible features)

Task and Workflow Automation
(8 Yes /8 Known /9 Possible features)

Compliance and Security
(6 Yes /6 Known /9 Possible features)

Integrations
(5 Yes /5 Known /8 Possible features)

Outside Counsel and Vendor Management
(4 Yes /4 Known /8 Possible features)

Billing and Financial Management
(6 Yes /6 Known /8 Possible features)

Reporting and Analytics
(7 Yes /7 Known /7 Possible features)

User Experience and Accessibility
(5 Yes /5 Known /8 Possible features)

Collaboration and Communication
(4 Yes /5 Known /7 Possible features)

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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel.		Rocket Matter supports legal case/matter creation and user assignment as a core case management function.
Case Status Tracking Monitor the progress and current status of cases.		Case status monitoring is a standard feature in Rocket Matter's legal practice management suite.
Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters.		Rocket Matter allows categorization by type, practice area, and custom fields.
Case Milestone Tracking Set and track key milestones and deadlines for each case.		Case milestone and deadline tracking are prominent via Rocket Matter's calendar and task management tools.
Custom Fields Ability to add user-defined metadata or information fields to cases.		Rocket Matter supports adding custom/user-defined fields to matters for flexible tracking.
Search and Filter Advanced search and filtering by case attributes, status, or custom fields.		The product advertises advanced filtering and case searching, including by custom fields.
Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously.		Not as far as we are aware.* Bulk actions (like closing or reassigning multiple cases at once) are not advertised as part of Rocket Matter's feature set.
Linked Cases Link related cases for holistic review and management.		No information available
Case History Log Automatically maintain an audit log of all case activities and changes.		Case history and audit trails are part of the system for compliance.
Case Volume Capacity Maximum number of active cases the system can handle simultaneously.		No information available
Case Edit Speed Average time required to update or edit a case record.		No information available

Central Document Repository All case documents are stored in a secure, centralized digital repository.		Rocket Matter advertises secure centralized document storage as a key feature.
Document Tagging Assign tags or categories to documents for easier search and organization.		Tagging and categorization of documents is mentioned in support resources.
Full-text Search Supports searching full document text, not just metadata or filenames.		Full-text document search is a documented feature of Rocket Matter.
Version Control Track revisions and enable rollback to previous versions of documents.		Version control (document revision tracking) is available according to help docs.
Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text.		OCR is included for scanned/document image management.
Bulk Upload/Download Upload or download multiple documents at once.		Rocket Matter supports bulk document upload and download.
Document Commenting Users can add comments or notes to documents.		Document commenting is supported as part of collaboration functions.
Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs.		Automated retention policies for compliance are mentioned as a feature.
eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation.		Not as far as we are aware.* eDiscovery support is not advertised or referenced in product literature.
Storage Capacity Maximum digital storage available for documents.		No information available
Upload Speed Average speed to upload a document to the system.		No information available

Task Assignment Assign individual or recurring tasks to users or teams.		Task assignment to users and teams is a core part of matter and task management.
Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones.		Automated reminders and notifications are included for cases, tasks and deadlines.
Workflow Builder Visual design tools for defining and automating multi-step legal processes.		Workflow automation features, including workflow creation and process definition, are provided by Rocket Matter.
Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency.		Task templates are supported for repeatable processes.
Approval Workflows Route items for review and approval through configurable workflow steps.		Approval workflows available for billing and document review.
Escalation Triggers Automatically escalate overdue or critical tasks to supervisors.		Escalation of overdue tasks is available in the task management subsystem.
Progress Tracking Track completion status of tasks and workflows.		Progress tracking for tasks/workflows is mentioned in the product documentation.
Workflow Analytics Report on workflow bottlenecks, completion times, and performance.		Rocket Matter's reporting includes workflow analytics on bottlenecks and performance.
Task Reassignment Speed Average time to reassign a task or workflow to another user.		No information available

Audit Trail Record of all user activity and system actions for compliance.		Audit trails of user/system actions are part of the compliance and reporting features.
Role-Based Access Control Set granular permissions by user, team, or role for all system areas.		Role-based permissions are openly advertised for all sections of the system.
Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted.		Data is encrypted at rest and in transit per Rocket Matter's security documentation.
Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider.		Single Sign-On (SSO) is featured as an enterprise security option.
Two-Factor Authentication Optional or required two-step verification for all users.		Two-factor authentication is supported and recommended.
SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards.		No information available
Data Residency Options Ability to select data storage locations to meet local or regulatory requirements.		No information available
Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance.		No information available
Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks.		PII/conflict warnings are mentioned as part of ethical wall and PII controls.

Email Integration Sync email correspondence with case records.		Email integration (inbound/outbound) is a highlighted feature on the Rocket Matter website.
Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google).		Calendar sync with Google and Outlook is a documented feature.
eBilling Integration Exchange billing data with accounting or claims platforms.		eBilling and accounting integration available, including QuickBooks and LawPay.
APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems.		Rocket Matter provides publicly documented APIs for third party integration.
Single Click Export/Import Effortlessly export or import data between systems.		Data import/export, including single-click options, are supported.
Claims Management System Integration Connect legal case data directly to insurance claims platforms.		No information available
Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box).		No information available
API Rate Limit Maximum number of API calls per minute/hour.		No information available

Outside Counsel Directory Repository of approved outside counsel and law firm contacts.		Outside counsel directory is supported for contacts and law firm management.
Engagement Tracking Track which outside counsel are assigned to which cases and matter types.		Engagement tracking of outside counsel assignments is supported for conflict checking and matter assignment.
Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend).		No information available
Invoice and Spend Management Track outside counsel invoices and cumulative spend.		Invoice and spend management are among Rocket Matter's key selling points.
Vendor Scorecard Rate outside counsel on predefined metrics and feedback.		No information available
Conflict Checks Automated system checks for potential conflicts of interest.		No information available
Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate.		Outside counsel portal is supported via secure client/counsel collaboration modules.
Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel.		No information available

Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm.		Legal spend tracking is core to the billing/financial management modules.
Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters.		Budgeting and cost forecasting functions are documented and supported.
Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive.		No information available
Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines.		Billing guidelines and rule enforcement are listed as features for invoice management.
Invoice Approval Workflows Route invoices through a configurable approval process.		Configurable invoice approval workflows are included.
Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters.		Spend analytics dashboards are promoted as a benefit for law firms/managers.
Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation.		No information available
Multi-Currency Support Ability to handle billing and reporting in multiple currencies.		Multi-currency billing and reporting is referenced as a feature.

Custom Report Builder Create and schedule reports using templates or custom queries.		Rocket Matter supports building custom reports based on user-specified fields.
Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance.		Pre-built legal reporting KPIs for time to resolution, spending, etc. are available.
Dashboards Configurable visual dashboards for high-level oversight.		Configurable dashboards for oversight are a selling feature on Rocket Matter's site.
Export to Excel/CSV Export reports for offline analysis or sharing.		Export of analytical data to Excel/CSV is available.
Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule.		Automated report scheduling is mentioned in reporting module descriptions.
Ad Hoc Query Capability Easily generate custom insights via search and filter.		Ad Hoc query and reporting is enabled via Rocket Matter's reporting system.
Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight.		Various data visualizations, graphs, charts, etc, are supported.

Intuitive User Interface Modern, clean, and easy-to-use UI design.		Rocket Matter's interface is marketed as intuitive and user-focused.
Mobile Access Native or web mobile applications for on-the-go access.		Rocket Matter provides mobile applications for on-the-go access.
Performance and Load Time Average page or module load speed.		No information available
User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards.		Supports self-guided tutorials and onboarding resources for new users.
Multilingual Interface System supports content and controls in multiple languages.		Multilingual interface options (e.g., Spanish) are provided.
Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page.		Users can personalize dashboards on their homepages.
Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities.		No information available
User Licenses Supported Maximum number of concurrent users the system supports.		No information available

Internal Messaging Secure chat or messaging between users within the platform.		Internal secure chat/messaging for collaboration is part of Rocket Matter's offering.
Comments on Cases/Tasks Threaded discussions on individual cases or tasks.		Comments and threaded discussions are supported on matters/tasks.
File and Link Sharing Share files or links related to cases within the system.		File and link sharing between users is documented.
Collaborative Document Editing Edit documents with multiple contributors in real time.		Not as far as we are aware.* Collaborative document editing (simultaneous, Google Docs style) is not mentioned in available features.
Notification Center Central area to view all notifications and alerts.		Centralized notification center is presented in UI screenshots and documentation.
Guest Access Controls Allow secure, scoped access to external collaborators.		No information available
Discussion Forums/Boards Create topics/forums for broader team knowledge sharing.		No information available

Rocket Matter from Rocket Matter

Product analysis by function

Legal Case Management Software for Compliance and Legal

Case Management (7 Yes /8 Known /11 Possible features)

Document Management (8 Yes /9 Known /11 Possible features)

Task and Workflow Automation (8 Yes /8 Known /9 Possible features)

Compliance and Security (6 Yes /6 Known /9 Possible features)

Integrations (5 Yes /5 Known /8 Possible features)

Outside Counsel and Vendor Management (4 Yes /4 Known /8 Possible features)

Billing and Financial Management (6 Yes /6 Known /8 Possible features)

Reporting and Analytics (7 Yes /7 Known /7 Possible features)

User Experience and Accessibility (5 Yes /5 Known /8 Possible features)

Collaboration and Communication (4 Yes /5 Known /7 Possible features)