I had previously written about how thrilled I was with the time and billing features of Rocket Matter. That excitement was based on the one invoice that I had sent to one client, and that appeared to have been processed effortlessly. Ooops. It seems that I was a bit premature with my enthusiasm.
When I received the sales pitch from Rocket Matter ("RM"), great emphasis was placed on the Rocket Pay component of the system. Rocket Pay is what we might otherwise call a merchant account. You use it so that the clients/customers can pay you with credit cards. As described to me by the RM sales folks, my clients would get an email invoice. In that invoice there would be a link the clients could click on so that they could pay their invoices with a credit card or an echeck (echecks is a newish for me and my clients, and very exciting feature). Awesome. It would all be done under one roof, and I could then close my current merchant account with Intuit/QuickBooks.
In concept the process is great. In actual implementation and operation, Not So Greattttt.....
After a couple of weeks my client got back to me. The money she had "Paid" for her bill had not been withdrawn from her checking account. She was finding the delay distracting. Did I mention she is a lawyer? And she was questioning the efficiency of the new software system that I had been touting to all my clients. Something along the lines of my clients would never put up with such a horrible system... Can you say Unhappy Client?
I got on the phone with RM technical support. As always the tech support folks at RM were fantastic. They started working with me immediately to find out what was going wrong. With similar immediacy, we learned the problem sourced back to TouchSuite. Turns out the ability to actually pay by echeck Does Not Exist! All the buttons are in place, the link works, but the actual system to make it happen has not been implemented by TouchSuite! The payment was credited to the client in RM, but the money will never appear in my bank account! How do you like that for partner communications. RM is selling a product that its merchant services partner does not even provide! And I am working for clients for free!
Not questioning why, but simply committing to fixing it (as any great customer service company would, and as I have promised my disgruntled client) the folks at RM started working on a fix. Still don't have an answer on how we undo the client payment that will never be received, but the folks at RM will figure that out. Unfortunately any complete fix will require the involvement of TouchSuite, and here is where I am at with them.
When I starting installing RM I went through the merchant services application process with TouchSuite. Mind you I have been through this twice before with other merchant accounts. The last time was with Intuit, and it took ten minutes. The application process with TouchSuite was overwhelming. It spread out over days. I thought I was applying for access to Fort Knox, the White House, and the Vatican all in one. Eventually, or so I thought, the application process was completed and approved. I was wrong!
From what I understand now TouchSuite failed to timely process the application at its end. Apparently there is some other company called Forte that receives the application and processes it further? So, I got to repeat the application process. TouchSuite did fill in most of the information on the application for me so that all I had to do was sign it. Guess what? They filled in the application wrong, and it was again rejected by Forte!
It looks like we are now on Round 3 of submitting stuff TouchSuite and then to Forte. I got to spend the better part of yesterday trying to re-apply only to have processing links fail, emails sending me to non-existent destinations, one person at TouchSuite having me do one thing while another person at TouchSuite was having me do something else... What the heck, it doesn't matter. The alternative would be me working on client matters that I will never get paid for....
Where are we right now? Who knows? We have been testing RM for two, three months now. We closed out all of our Abacus Accounting matters yesterday, and were intending to go 100% live with RM this week. The plan was to send out our first full set of RM bills to all of our clients on July 1. Does not look like that is going to happen. I wonder if my mortgage company will give me extra time to pay my bill when I tell them my TouchSuite dilemna?
By the way, I still have plenty of love for the tech support folks at RM. Absolutely extraordinary! If I did not know that they were working over the top to make things right I would have jettisoned the whole system yesterday. I will say this, I have never been more impressed by a technology company's tech support than I am with RM.
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Thank you for visiting the Family Law Lawyer Tech & Practice blog. My name is John Harding. I am a family law lawyer practicing in Northern California. Long ago I realized that I could practice law more effectively and more efficiently (i.e., better and easier) by availing myself of the technological tools that are out there. I also learned that a successful law practice requires successful marketing. Hardware and software working together make me a better lawyer, and make my life easier. Marketing helps to bring in the business necessary for professional survival. By this blog I hope to share the tips, tricks, and technology that I have learned about so that others may benefit!