Home > Legal Software > Rocket Matter > Rocket Matter vs MerusCase

Rocket Matter vs MerusCase

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

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Rocket Matter Software Tool
SelectHub Award Winner
MerusCase Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

86 Detailed Analysis

User Sentiment

Great User Sentiment (214 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Excellent User Sentiment (157 Reviews)
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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Meruscase is a scalable cloud-based solution for firms of all sizes to save time on various practice operations: automate documents, track billable time and manage calendaring, email and legal cases. It provides 360 degree visibility of relevant case data with robust predictive searching modules. Users can batch scan documents and auto-populate forms using custom templates. Maximize revenues with intuitive time tracking, customized e-billing and comprehensive bookkeeping.

Administrators can delegate tasks, while team members can collaborate on them with increased transparency using color-coded tiered calendaring. Leverage 35 built-in reporting modules to gain data-driven insights on billing and cash flow patterns, workloads, performance and more. Keeps data secure with SSL encryption and regular backups. The vendor also offers automatic updates, seamless migration, personalized training, unlimited cloud storage, remote accessibility and dedicated support.
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$109 Monthly
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$39/User, Monthly
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Product Assistance

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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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  • Quick Access: Locate specific documents, client information and case records easily with purpose-built data management tools. 
  • Automated Data Collection: Automatically collect, review and store case documents and legal records with AI-enabled scanning tools, eliminating human errors and omissions. 
  • Universally Accessible Training: Prepare tailored training routines and timelines with an open knowledge base. 
  • Manage Work Comp: Streamline workers' compensation adjudication cases by accessing Jet File and EAMS (Electronic Adjudication Management System). 
  • Easy Data Recovery: Recover data at a moment’s notice with regular backups. 
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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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  • Document Management: Connect legal documents with associated matters, cases, contacts and assignments. Keep track of pending documents and case status with regular reporting. 
    • Form Automation: Pull case data from associated matters like client names, addresses, case notes, numbers and more to automatically fill out legal forms and documents. Convert documents into PDF court forms or Word format, as per firm requirements. 
    • Predictive Search: Search for specific legal documents with stackable search filters and the Global Search tool. Turbo-caching predictive algorithms search associated matters for any and all relevant documents. 
    • Batch Scanning: Scan and upload multiple sets of documentation at once. Process the records into single and multi-page documents and sort them into relevant case files. 
  • Time and Expense Tracking: Interact directly with the time tracking and billing portals to identify billable hours and track payments, year-end reconciliations, balance forwards and overpayments. Create and manage separate trust and operating accounts in accordance with industry regulations. 
    • Time Tracking: Track billable hours spent on client activities like meetings, hearings, communications and documentation. Add notes to specific time entries and retroactively edit the ledger in case of errors. 
    • Billing Management: Provide clients with versatile payment methods supported by Ledes, ESIS, Chubb, PDF and more. 
    • Reporting: Generate reports based on preset data fields to create insights into the firm’s cash flow patterns, reliable clients, profitable practice areas and productivity. 
  • Teamwork and Collaboration: Synchronize calendar and email entries for seamless collaboration between team members and clients. 
    • Email Management: Integrate existing email clients with the in-platform tool to automatically organize all correspondence. Link emails to relevant matters and track related communications between team members and clients. 
    • Calendar Management: Stay on top of deadlines, events, hearings and appointments with synchronized calendar entries. Connect events to associated legal matters and allow access to everyone on the case files. 
    • Task Management: Assign tasks to team members, track individual attorney contributions and set up alerts for pending tasks. 
  • Backup and Security: Secure firm data and documentation with daily backups performed nightly. Updates are issued regularly and are easy to install. 
    • Cloud Storage: Store an unlimited number of legal documents and files and access them globally from any device with an internet connection. 
    • Security: Protect firm information from vulnerabilities with SSL encryption. It is HIPAA compliant. 
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Product Ranking

#20

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#34

among all
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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
Excellent User Sentiment 157 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.

94%
of users recommend this product

MerusCase has a 'excellent' User Satisfaction Rating of 94% when considering 157 user reviews from 4 recognized software review sites.

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4.3 (4)
4.0 (16)
4.6 (5)
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4.7 (70)
4.4 (195)
4.7 (78)
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

MerusCase stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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: Many users find MerusCase easy to navigate and use, even without prior experience with legal software. They appreciate the logical layout and straightforward design.
Robust Features: MerusCase offers a comprehensive suite of tools that streamline various aspects of legal practice, such as calendar management, task assignment, and document storage. This allows lawyers to manage their cases efficiently.
Strong Customer Support: Users consistently praise MerusCase's responsive and helpful customer support team. They appreciate the quick response times and knowledgeable assistance provided.
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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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Billing Issues: Some users have reported problems with the billing system, such as difficulty generating invoices and tracking payments.
Customization Limitations: Users have expressed frustration with the limited customization options, making it challenging to tailor the software to their specific workflows.
Learning Curve: The software's interface and features can be complex, leading to a steep learning curve for new users.
Mobile App: The mobile app has received negative feedback for its limited functionality and user-friendliness.
Customer Support: Some users have reported challenges with customer support, including slow response times and difficulty resolving issues.
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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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MerusCase is generally praised for its user-friendly design and ability to manage complex legal cases, particularly its document management, case file organization, and customizable dashboards. Users specifically appreciate the platform's scalability, making it suitable for both small and large firms. Features like batch scanning for efficient mail processing and email integration with automatic linking to cases are highlighted as major advantages. However, some users find the software's learning curve steep and desire more comprehensive features. For example, users express the need for better legal document creation tools and smoother integration with external calendars like Google Calendar. Compared to competitors like Rocket Matter Premier, MerusCase shines in its user-friendly interface and integrated accounting tools. However, Rocket Matter Premier is considered more robust in billing and time tracking, offering advanced features and customization. Ultimately, MerusCase is best suited for legal professionals who prioritize ease of use, efficient case management, and document organization. Its strengths lie in simplifying complex legal processes, making it ideal for firms transitioning to digital case files or those seeking a straightforward, scalable solution. However, firms requiring advanced billing features or extensive customization might find other platforms more suitable.

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Screenshots

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Head-to-Head Comparison

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