Rocket Matter vs CounselLink

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Our analysts compared Rocket Matter vs CounselLink based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

CounselLink Software Tool

Product Basics

Rocket Matter provides law firms with a user-friendly practice management platform capable of everything from case management and CRM to time tracking and billing. Store all case-related data and documents in one place and track them via kanban boards. Leverage robust reporting tools to get actionable insights. Automatically link time entries to invoices and product mass invoices with custom billing rules. SImultaneously manage both trust and operating accounts.

Securely create, store and share an unlimited number of legal documents. Use predefined parameters and templates to organize legal matters and develop automated workflows for all phases of a case. Create an invoice schedule that supports multiple billing plans and payment methods. Facilitate same-day payments with electronic invoices and online payments. Integrate with third-party technologies to improve scalability.
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LexisNexis CounselLink is a cloud-based software that helps corporate departments and law firms manage their legal operations. It offers a range of features to manage matters, invoices, vendors and reports in one place. Its powerful analytical and reporting capabilities enable teams to make data-driven decisions and optimize performance, resulting in better client outcomes.

Centralizing matter and invoice management helps reduce administrative burdens and focus on higher-value work. With the ability to track budgets and spending, businesses can better allocate resources and mitigate the risk of overages.
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Product Insights

  • Simplified Automation: Manage ongoing cases and projects with automated workflows and customize them with plug-and-play templates.  
  • Connection On-the-Go: Access case information, tasks and essential tools remotely with a mobile app. 
  • All-in-One Billing: Eliminate billing errors and duplicate data with hassle-free batch billing, invoicing and electronic payment collection. 
  • Optimized Task Tracking: Track ongoing tasks in real time with a visual feed of ongoing tasks delivered via customizable Kanban boards. 
  • Short Subscription Periods: Try out the software extensively with a minimum subscription period of three months and cancel if it’s not a fit. 
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  • Comprehensive Analytics and Reporting: Legal departments can analyze expense data and make informed decisions. Generate reports on various metrics, including spend by matter type, matter status and vendor.
  • Robust Collaboration Tools: Collaborate with vendors, outside counsel and other stakeholders in a secure and centralized platform. Ensure that everyone is on the same page and can stay up-to-date.
  • Enhanced Matter Management: Track progress, store documents and manage deadlines. Automate workflows and provide alerts to ensure nothing falls through the cracks.
  • Optimized Spend Management: Gain visibility into legal fees, enforce billing guidelines and optimize billing rates. Identify cost-saving opportunities and get real-time budget tracking capabilities.
  • Efficient Vendor Management: Manage vendors, including law firms and other legal service providers. Track vendor performance, enforce service level agreements and ensure compliance with billing guidelines.
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  • Time and Billing: Use multiple timers and intuitive screen-capture tools to track billable time efficiently. Edit time entries in bulk and process them into invoices. Connect to QuickBooks for two-way synchronization of accounting data. 
    • Invoices: Create custom invoices with tailored branding, fonts and colors. Send digital invoices to clients with online payment options, including credit cards and eChecks. 
    • Billing Rates: Supports multiple billing rates, such as hourly billing, flat rates and contingency fees. Assign custom rates on a matter or client basis. 
    • Retainers: Maintain a minimum balance for trust accounts. Automatically request funds when the account balance falls below the minimum. 
    • Tax Calculations: Add custom tax rates to legal matters and automatically calculate deductibles. 
  • Integrations: Supported integrations include QuickBooks, LexCharge, NetDocuments, Office 365, Microsoft Outlook, Box, Dropbox, LawToolBox, Google Calendar and more. 
  • Online Payments: Accept credit card payments with a transparent processing fee of 2.95%. Provide clients with flexible payment plans, evergreen retainers and automated recurring billing. 
  • Tasks: Draft a series of predetermined tasks for specific legal matters. Administrators can create, track, update and assign tasks to employees. Assign due dates to set priority levels. Directly bill for tasks upon completion. 
  • Legal Calendar: Always stay on top of important events, appointments, hearings, touchpoints and tasks with firm-wide calendars. Color-code calendar entries based on staff members and choose from classic or datebook views. Convert calendar events to billable time with the Bill-As-You-Work tool. Access the calendar on the go and synchronize entries with Google Calendar and Microsoft Outlook. 
    • Jurisdictional Rules: Automatically calculate Statute of Limitations. Access jurisdictional rules to avoid potential malpractice claims. 
  • Contact Management: Drag and drop contacts with the Copy-to-Contact tool. Create custom fields and tags to capture client-specific information. Organize the contact database to view related connections and direct relationships. Check for conflicts of interest and drill deeper into matter-related information, including case status, matter name, contact role and more. 
  • Mobile Application: Use the mobile application for unrestricted access to case information, communications, the legal calendar and time tracker. Securely upload and view confidential data. App security includes fingerprint identification, facial recognition and PIN authentication. 
  • Matter Management: Use matter templates to create automated workflows for repetitive tasks. Classify cases by matter types and create task and event parameters for each class. Edit matter templates with custom billing methods, tasks, events, due dates and statutes of limitations. 
    • Matter Dashboard: Get a 360-degree view of a matter’s calendar events, time and billing information, associated contacts and account balances. Uncover hidden relationships between agencies, guardians, adjusters and family members for contextual insights. 
    • Matter Checklist: Create a matter checklist. Automatically trigger new tasks on completion of existing ones. 
  • Communicator: Securely communicate with colleagues and share case-related files. Save complete correspondence history to individual or matter-specific channels. Give commands in natural language and organize conversations by matter-types. Supports video conferencing. 
  • Legal Projects: Break down complicated projects into manageable phases of automated tasks, custom data and calendar calculations. Move from one phase to another with automatic access to predefined data. Run reports to track project status and get real-time notifications via Communicator and mobile devices. 
  • Advanced Reporting: Leverage robust reporting tools to evaluate the firm’s productivity, efficiency and financial health. Built-in reports include origination reports, allocation reports, matter budget, productivity per user, productivity per matter and collections reports. Export reports to Microsoft Excel. 
    • Business Intelligence Module: Dig deeper into firm data to identify bottlenecks and evaluate KPIs based on matters, invoices, tags, clients, activities, contacts and more. Create tailored reports with custom queries, sums, averages and calculations. Arrange data into custom groups through a simple drag-and-drop interface.  
  • Legal Documentation: Scan legal documents directly from a Fujitsu ScanSnap iX500 or iX100 scanner and store them in matter-specific folders and sub-folders. Access documents globally from any device with an internet connection. 
  • Document Creation: Create documents faster by merging legal templates and custom fields with client and matter data. Get automated notifications about errors and omissions and convert completed documents to time entries. Directly upload documents and images from Office 365. Request and share case-related documents with clients. 
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  • Work Management:
    • Collect and Organize: Use legal requests to establish a centralized work intake source that meets specific requirements. Create custom fields that capture information unique to the department's needs. Configure the homepage to focus on what's most important and organize documents in a central repository.
    • Track, Audit and Report: The work tasks feature helps manage deadlines and maintain compliance with processes. Use the budgets module to plan legal spending and save costs. Assess the work status of law firms and internal staff and prevent any circumvention of business rules using audit trails. Get 80+ standard reports to analyze work and customize reports to organize and present data.
  • Financial Management:
    • Paper Invoice Processing: Capture all expenses with invoicing service. Convert all non-LEDES format invoices, including PDFs and paper, into electronic invoices.
    • Smart Review: Examine and categorize all line-item invoice charges with proprietary AI-enabled technology to comply with billing guidelines. Save time and money with automatic error flagging and adjustments.
    • Invoice Review: Automate invoice processing, audit electronic and non-electronic invoices, and include non-CounselLink reviewers with external invoice review.
    • Advanced Accounting: Manage budget, discounts, accruals and reserves to stay on track within preset thresholds.
    • Allocations: Easily assign invoice spend to one or more accounts by setting up allocation codes and applying allocation templates to any matter.
  • Vendor Management:
    • Vendor Profiles and Scorecards: Use law firm profiles and scorecards to gain comprehensive insights into the firm's performance. Analyze legal spending, matter distribution and timekeeper-level billing with visualizations. Rate and score law firms for better vendor selection.
    • Fee Structure: Invoice for legal work by negotiating fee agreements with law firms. Be equipped to handle all types of alternative fee arrangements.
    • Diversity Survey: Assess the vendor's diverse talent pool. Collect and track diversity information to increase accountability.
    • Rate Analysis: Compare and evaluate performance by establishing, monitoring and enforcing timekeeper rates. Visualize historical time comparisons for better insights.
    • Billing Guidelines: Simplify onboarding by creating and publishing billing practice documentation and allow law firms to accept before invoicing.
  • Contract Lifecycle Management: Draft better contracts, expedite authoring, streamline negotiation and analyze executed contracts. Manage all contract-related work with one tool, featuring real-time collaboration, workflow automation and actionable analytics.
  • Analytics:
    • Interactive Dashboards: Optimize the user interface by tailoring dashboards with relevant metrics.
    • Reports: Use standard and customized reports to make strategic decisions supporting organizational goals.
    • Benchmarking Database: Evaluate fair legal rates and compare department performance.
    • Trends Report: Gain insights for better decision-making and analyze legal market dynamics over time with guiding metrics and expert contributions.
  • Legal Hold: Automate and simplify legal hold obligations by identifying, notifying and communicating with document custodians. Create an auditable record and maintain control with customized tools and templates for communication, surveys, reports and web pages.
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Product Ranking

#20

among all
Legal Software

#47

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 94 95 75 58 83 100 65 100 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 214 reviews
Good User Sentiment 12 reviews
88%
of users recommend this product

Rocket Matter has a 'great' User Satisfaction Rating of 88% when considering 214 user reviews from 3 recognized software review sites.

76%
of users recommend this product

CounselLink has a 'good' User Satisfaction Rating of 76% when considering 12 user reviews from 1 recognized software review sites.

4.0 (16)
3.8 (12)
4.4 (195)
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5.0 (3)
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Awards

SelectHub research analysts have evaluated Rocket Matter and concluded it earns best-in-class honors for Mobile Capabilities and Integrations and Extensibility.

Mobile Capabilities Award
Integrations and Extensibility Award

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Synopsis of User Ratings and Reviews

Robust Document Management: Centralized repository for contracts, pleadings, and other legal documents, enabling easy access and organization.
Automated Billing and Time Tracking: Streamlined billing processes and accurate time tracking, reducing administrative burden and improving revenue.
Efficient Case Management: Comprehensive case management features, including task tracking, calendar integration, and document sharing, for seamless case coordination.
Seamless Collaboration: Secure client portal and internal collaboration tools facilitate efficient communication and document sharing among team members.
Enhanced Client Relationship Management: Integrated CRM capabilities, including contact management, billing history, and communication tracking, foster strong client relationships.
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Intuitive Interface: CounselLink is recognized for its user-friendly design, which simplifies navigation and overall user experience, even for those who are new to the platform.
Streamlined Billing: The platform streamlines the process of generating and managing client invoices, allowing for easy upload of billing entries and linking relevant client and matter details.
Invoice Tracking: CounselLink provides transparency into the invoice status and payment process, allowing users to track their invoices and anticipate payment timelines.
Client-Matter Linking: Users can easily link client information to specific matters, ensuring quick and convenient access to relevant data.
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Limited Customization Options: Rocket Matter's pre-configured templates and limited customization capabilities may not align with the specific needs of some legal firms, hindering their ability to tailor the software to their unique workflows.
Complex User Interface: The software's interface has been described by some users as cluttered and overwhelming, requiring a significant learning curve for new users and potentially hindering efficient workflow.
Insufficient Reporting Capabilities: The reporting functionality within Rocket Matter may not provide the depth and flexibility required by legal firms to generate comprehensive insights and make informed decisions.
Limited Integration Options: While Rocket Matter offers some integrations, its compatibility with third-party applications may be limited, restricting the ability of legal firms to connect with other essential software tools.
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Slow Performance: Users have reported experiencing slow loading times and delays between actions within the CounselLink platform, impacting productivity and user experience.
Time and Expense Entry Challenges: Some users find the process of entering time and expenses cumbersome and not as user-friendly as other features, potentially leading to inaccuracies or frustration for legal professionals.
Customization Limitations: Tailoring CounselLink to specific business processes or integrating it with certain existing systems may require additional coding or professional services, potentially adding to the overall cost and implementation timeline.
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Rocket Matter is a leading legal software that has received generally positive user reviews in the past year. Many users have praised its intuitive user interface, which makes it easy to learn and use. Additionally, Rocket Matter's robust features, such as time tracking, billing, and document management, have been well-received by users. One of the main strengths of Rocket Matter is its ability to integrate with other popular legal software, such as Clio and PracticePanther. This makes it a versatile option for law firms that use multiple software programs. Additionally, Rocket Matter's customer support has been praised by many users, who have found it to be responsive and helpful. However, some users have also reported some weaknesses with Rocket Matter. One common complaint is that the software can be slow at times, especially when handling large files. Additionally, some users have found the pricing to be somewhat high. Overall, Rocket Matter is a solid legal software option that offers a wide range of features and integrations. While it may not be the best option for all law firms, it is a good choice for those who are looking for a user-friendly and feature-rich software. Rocket Matter is most suited for small to mid-sized law firms that are looking for a comprehensive legal software solution. Its intuitive user interface, robust features, and integrations with other popular legal software make it a good option for firms that are looking to improve their efficiency and productivity.

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Can CounselLink link arms with your legal team to boost efficiency and transparency? User reviews from the past year suggest a qualified "yes," but with some caveats. CounselLink garners praise for its user-friendly interface, with reviewers consistently highlighting its intuitive design and ease of navigation, even for those new to legal software. This accessibility is crucial for legal teams who need to quickly adapt to new technologies without extensive training. Users also appreciate CounselLink's robust billing management capabilities, particularly its ability to streamline invoice creation, submission, and tracking, which significantly reduces administrative burden and accelerates payment cycles. However, some users have reported that CounselLink can feel sluggish at times, with slow loading speeds impacting productivity. This is a recurring complaint that LexisNexis should address to ensure a seamless user experience. Additionally, while CounselLink's integration with eBillingHub is generally viewed positively, some users find the need for separate websites for certain clients cumbersome and counterintuitive. This fragmentation of access can lead to confusion and disrupt the otherwise streamlined workflow that CounselLink aims to provide. CounselLink's strengths lie in its user-friendly design, efficient billing features, and comprehensive reporting capabilities, making it a valuable asset for legal teams seeking to enhance operational efficiency and gain better visibility into their financial data. However, the occasional slow performance and the somewhat disjointed experience with client-specific websites are areas that LexisNexis should address to solidify CounselLink's position as a top-tier legal management solution. Overall, CounselLink is best suited for legal departments and law firms of all sizes looking to streamline their operations and improve financial transparency, particularly those who prioritize ease of use and efficient billing processes.

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