Rocket Matter review

Rocket Matter puts billing first, and it shows in the plan sheet. Even Essentials, at $59 per user a month paid annually, includes Rocket Matter Pay, evergreen retainers, digital invoicing, trust accounting with matter-based trust accounts and automatic transfers, batch billing, flat fees, multiple timers, write-offs and paperless prebills. Higher plans add LEDES e-billing, split billing and fee allocation, matter templates and workflows with status automation and dependent task logic, document assembly, a client portal and unlimited dashboards. Elite, at $145, adds built-in business accounting with a legal chart of accounts, reconciliation of operating, trust and credit card accounts, payables and bank feeds. Integrations cover QuickBooks Online, Office 365, Google Calendar, Dropbox, Box, OneDrive, NetDocs and Zapier. Essentials limits storage to 25GB, and the CRM costs extra, so firms that need intake will pay more.

Who it is for

Firms with complex billing needs such as evergreen retainers, LEDES and split billing.

Price

Essentials from $59 per user per month paid annually; Pro $95, Premier $115 and Elite $145.

Essentials $59 user/month (Paid Annually)
Quoted from the vendor pricing page on November 6, 2026.

Key features

• Time and expense tracking, evergreen retainers, batch billing, flat fees and trust accounting
• LEDES codes and e-billing, split billing and fee allocation
• Matter workflows with status automation and dependent task and event logic
• Built-in law office accounting with chart of accounts, reconciliation and payables on Elite
• Integrations with QuickBooks Online, Office 365, Google Calendar, NetDocs and Zapier

Strengths and weaknesses

• Strength: Billing tools are extensive from the entry plan
• Strength: Free data migration and a free trial with no credit card
• Strength: Ethical walls and custom role permissions on higher plans
• Weakness: Essentials caps document storage at 25GB
• Weakness: Entry price is higher than Clio, PracticePanther and CosmoLex
• Weakness: CRM is an extra add-on, only for Pro and Premier

Key facts

• Plans: Essentials $59, Pro $95, Premier $115, Elite $145 per user a month paid annually
• Storage: 25GB on Essentials, unlimited above
• Security: SOC 2 Type 2, per Rocket Matter
• Free trial: Yes, no credit card

Where it ranks

Rocket Matter is No. 5 in our Best Law Practice Management Software verdict.