Sunday, June 12, 2016

Rocket Matter Switch Over

Happy Invoicing Days Are Here Thanks To Rocket Matter!!!
If you have been following along you know that we are transitioning to Rocket Matter as our law practice management software (LPMS). This is our first time going to the cloud with our LPMS. Our previous installations of Amicus Attorney and AbacusLaw were on our own server. For the past few weeks a legal assistant has been furiously migrating our 20 years of data over from Abacuslaw. All of the contacts have been merged, and now it is time to work on matter data. The migration will require two months of full-time work so it is a huge consumption of time and resources. If Rocket Matter (RM) turns out to be planning to sell itself like so many other legal technology companies I am going to be very, very, very frustrated!!!

A couple of new cases have come in since we went live with RM, and I have been managing those in both Abacus and RM, as sort of a soft opening. So far I am impressed. The RM interface if visually pleasing, and I am loving the access anywhere I can get on the Internet. There are some some shortcomings. AbacusLaw is a much more sophisticated and evolved product. AbacusLaw has pre-installed templates for specific practices (such as family law, personal injury, criminal defense). It has rules based calendaring. It handles email integration better, with seamless attachment of emails to cases. It has very efficient document merging and mail merge. In Rocket Matter several extra steps are required to associates emails with cases. There are no practice templates. Document merging seems to be in its infancy. However, RM is always growing, and the development teams is receptive to new ideas so I would expect that it is only going to get better and better.

Rocket Matter is not without its superior qualities, and I am discovering new ones every day.  One
area where RM is clearly Superior is in billing. RM allows brilliant customization of invoices. Along with its partner Touch Suite it provides great merchant service accounting so that your clients can pay their invoices with a credit card or echeck as soon as they receive the invoice via their email. RM then posts the payments and manages evergreen retainer replenishment. The technology is stunning, and way better than anything else that I have ever encountered -- Way, Way, Way Better!

I also like the iPad app that comes with RM (something AbacusLaw did not have). And I was able to easily set up an iCal link on my iPhone so that I now have RM's calendar linked to my phone. Unfortunately, as it appears, iCal does not support two-way integration. If that is true, then RM will need to up its game re smartphone linking.

Next I need to figure out how to link contacts between RM and my iPhone.  I suspect a call to the very patient folks at tech support will be forthcoming.

Please visit for more information about Harding & Associates Family Law 

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1 comment:

Anonymous said...

Interesting blog, I like it! For some time, I have been thinking how this practice management software can relate to other practices. Thank you for posting this blog.

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