CASEpeer vs Rocket Matter: A Comparative Review

Selecting the right legal practice management software is a complex decision for law firms with many factors to weigh.

This comparative review promises to clearly analyze key features, user experience, support, pricing, and suitability for Latin American firms between CASEpeer and Rocket Matter.

By the end, you'll have a tailored recommendation on which solution may be better aligned to your firm's size, needs, and regional requirements.

Introduction to Legal Practice Management Software

Legal practice management software helps law firms streamline operations and enhance efficiency. This review will compare two popular options - CASEpeer and Rocket Matter.

Understanding CASEpeer's Role in Law Practice Management

CASEpeer offers features tailored for legal case management, billing, and accounting. Key capabilities include:

Centralized matter and case tracking
Automated legal billing and invoicing
Robust reporting for insights into firm performance
Integrations with court e-filing platforms

Exploring Rocket Matter's Comprehensive Suite

Rocket Matter also provides document management, trust accounting, and more. Users benefit from:

Intuitive legal document assembly and management
Secure client trust fund accounting
Streamlined Rocket Matter sign in and access controls
Customizable workflows and templates

Setting the Stage for a Comparative Review

This review will focus on contrasting the core features, usability, pricing models, and suitability for law firms in Latin America offered by CASEpeer and Rocket Matter. The goal is to outline key considerations for firms evaluating these legal practice management platforms.

In-Depth Feature Analysis

Legal Document Management Showdown

CASEpeer and Rocket Matter both offer robust document management capabilities, but there are some key differences.

CASEpeer has built-in document assembly features that allow you to easily create templates and assemble documents. You can also build questionnaires to gather client information and auto-populate documents. Rocket Matter lacks embedded document assembly features.

Rocket Matter offers customizable document profiles, OCR text extraction, and batch downloading/printing. CASEpeer does not have these specific features.

Overall, CASEpeer may have an edge for law firms focused on high volume document generation, while Rocket Matter provides more flexibility for firms working with diverse document types.

Tracking Time with Precision

Time tracking is critical for law firms to accurately bill hours and analyze productivity.

CASEpeer provides stopwatch-style time tracking with a browser extension. You can track time to specific projects, clients, and activities. Rocket Matter also offers precise time tracking options, including a mobile app for on-the-go time entries.

Both tools allow setting hourly rates, filtering time entries, and generating reports. Rocket Matter has more customizable reports and billable hour targets for each staff member. CASEpeer's time reports are simpler.

For most law firms, the time tracking capabilities in both tools will sufficiently meet their needs. Rocket Matter provides more advanced reporting for larger firms monitoring billable hours across departments.

Navigating Legal Billing and Invoicing

CASEpeer and Rocket Matter take different approaches to billing and invoicing.

CASEpeer has tailored invoice templates for legal billing needs - log time, generate a bill, customize the look, and accept online payments. Automatic payment reminders streamline collections.

Rocket Matter offers more flexibility for firms with complex billing rules or multiple billing rate schedules. You can create custom invoice templates, set up recurring bills, accept credit card payments, and configure trust accounts.

Both platforms connect billing to time tracked for transparent legal invoices. For simple firm needs, CASEpeer provides an easier billing setup. Rocket Matter suits larger firms with more complex billing needs and trust accounting.

Trust Accounting and Law Firm Accounting

Managing client trust accounts and firm financials is easier with built-in accounting capabilities.

Rocket Matter has full double-entry general ledger accounting with a clear visual interface. It’s easy to reconcile trust accounts, create ledgers/journals, track receipts and disbursements, and generate financial statements for audits.

CASEpeer does not include accounting features. You would need to export data and manage accounts in separate accounting software.

For any firm holding client funds in trust or IOLTA accounts, Rocket Matter’s accounting tools are extremely valuable for maintaining compliant firm financials. CASEpeer alone cannot manage trust accounting.

Managing Calendars and Deadlines Effectively

Staying on top of court calendars, case deadlines, and appointments is critical for lawyers. Both CASEpeer and Rocket Matter enable calendar management.

CASEpeer offers a shared calendar view to coordinate schedules across the firm. You can set appointments, link them to cases, and get deadline reminders.

Rocket Matter also provides a central calendar, but with more customization options - colors to differentiate cases, choice of calendar views, and configurable reminders. Users can share calendars or keep them private.

While both platforms offer the essentials for legal calendaring, Rocket Matter provides more advanced customization for firms that need tighter calendar management across cases and staff.

User Experience and Accessibility

This section will evaluate how easy CASEpeer and Rocket Matter are to use, implement, and learn, especially for lawyers without technical expertise.

Onboarding and Implementation Strategies

Both CASEpeer and Rocket Matter offer onboarding support and training to help new users get started.

CASEpeer provides implementation specialists who can assist with setup, data migration, and custom configurations. Their onboarding includes online training resources and webinars to teach the software. Rocket Matter also has onboarding specialists and offers customized setup assistance. They provide training through live webinars and an online knowledge base.

Overall, both platforms aim to make the transition easy through hands-on support and training tailored to each law firm's needs. CASEpeer may have an edge for non-technical users with their simple interface. Rocket Matter offers more customization which provides flexibility but can slow onboarding.

CASEpeer uses a clean, intuitive interface to allow any user to quickly find key features. The dashboard highlights critical information while menus use clear icons and labels. This simplicity makes CASEpeer easy to navigate.

Rocket Matter provides more options to customize navigation and dashboards. While powerful, this can overwhelm new users. The interface relies more on text links rather than icons. Firms must invest time arranging features or the platform seems cluttered.

In summary, CASEpeer's design focuses on simplicity and ease of use which is better for non-technical staff. Rocket Matter offers better flexibility through customization but takes more effort to arrange a clean navigation flow.

Customization and Flexibility for Law Firms

Rocket Matter is the clear leader when it comes to customization to match each firm's workflows. Users can customize fields, layouts, templates and more with drag and drop simplicity. Workflows can also be automated using built-in tools.

CASEpeer offers the core features most firms need but has less ability to customize fields and layouts. However, it provides solid integrations to link other legal apps needed to manage niche aspects of a firm.

So Rocket Matter excels at adapting to niche firm needs through customization while CASEpeer takes a simple but integrated approach. CASEpeer works "out of the box" for more general firm needs while Rocket Matter molds better to specialized practices through better customization tools.

Support and Customer Service Excellence

Technical Support and Troubleshooting Resources

Both CASEpeer and Rocket Matter offer multiple channels for accessing technical support, including phone, email, live chat, knowledge bases, and user forums.

CASEpeer provides 24/7 phone and email support with quick response times under 30 minutes during business hours. Their knowledge base contains over 500 searchable support articles and how-to guides. Users can also access a community forum to connect with other customers for advice.

Rocket Matter guarantees a response to support inquiries within 2 hours and offers 24/7 emergency support. Their knowledge base has a robust search function and video tutorials. Customers can submit support tickets directly within the platform and access a user forum community for troubleshooting help.

Overall, both platforms provide strong technical support resources with knowledgeable reps and a variety of self-service options. Rocket Matter may have a slight edge with their faster guaranteed response times.

Customer Service Approach and Satisfaction

CASEpeer is known for providing exceptional white-glove customer service, with dedicated account managers and unlimited live training. Their Net Promoter Score demonstrating customer loyalty and satisfaction is over 70.

While Rocket Matter offers helpful support, some users report inconsistent experiences depending on which rep they interact with. Their customer service approach seems to focus more on the self-service model. Overall customer satisfaction appears higher with CASEpeer.

Training and Consultation Services

CASEpeer provides unlimited live onboarding, ongoing training webinars, and custom consulting to optimize use of their platform. These value-added services help customers fully leverage the system.

Rocket Matter offers live onboarding sessions and access to training specialists at an hourly rate after onboarding is complete. Some users wish they provided more formal ongoing training. CASEpeer has an advantage when it comes to training and consultation.

Analyzing Pricing and Contract Options

Understanding Pricing Plans and Cost Structure

CASEpeer and Rocket Matter offer different pricing models. CASEpeer has flat monthly subscription plans based on the number of users, starting at $39 per user per month. Rocket Matter pricing is usage-based, charging per billable hour logged in the system. Pricing starts at $15 per user per month plus $1 per billable hour.

This means CASEpeer pricing is predictable each month, while Rocket Matter bills can vary depending on utilization. Firms that bill many hours monthly could pay more overall with Rocket Matter's usage pricing compared to CASEpeer. However, firms with lower utilization may find Rocket Matter more affordable.

Evaluating Discounts and Promotions

Both CASEpeer and Rocket Matter offer discounts for annual contracts versus month-to-month payments. CASEpeer provides 10% off for annual plans. Rocket Matter offers 15% off the monthly fee for annual commitments.

Additionally, Rocket Matter offers discounted rates for solos, small firms (2-4 users), and non-profits. CASEpeer does not advertise any special discounts beyond the annual pricing.

Overall, solos and very small firms may realize more significant savings with Rocket Matter, while CASEpeer's discounts are more modest.

Contract Length and Renewals Overview

CASEpeer requires a 1-year minimum contract. Rocket Matter has no minimum commitment period. After the initial term, both platforms auto-renew on a month-to-month basis unless canceled.

To cancel, CASEpeer requires 30 days written notice. Rocket Matter also specifies 30 days notice to avoid early termination fees equal to the remaining contract balance.

In summary, Rocket Matter offers more flexibility for short-term needs with no minimum contract enforcement. However, CASEpeer allows firms to lock-in lower rates for 1 year at a time.

Adaptability for Latin American Law Firms

Localized Support and Onboarding for Latin America

Both Rocket Matter and CASEpeer offer limited region-specific support for Latin American law firms. Rocket Matter provides support in English and Spanish, while CASEpeer offers support in English, Spanish, and Portuguese.

When it comes to onboarding, Rocket Matter has basic getting started resources, but no specialized onboarding for the Latin American market. CASEpeer provides more tailored onboarding for Latin American firms to ensure the platform is properly configured for regional needs.

Overall, CASEpeer has a slight edge for localized support and onboarding for law firms in Latin America.

Assessing the Relevance of Platform Features

The core features of both Rocket Matter and CASEpeer are broadly applicable for Latin American law firms seeking to optimize operations. Key capabilities like case and document management, templates, calendars, and time tracking meet typical needs.

However, Rocket Matter offers more robust accounting features suited for Latin American tax codes and compliance requirements. CASEpeer's accounting capabilities currently have limited regional customization.

For Latin American firms, Rocket Matter's accounting and billing components may provide more relevant capabilities out-of-the-box. CASEpeer would require more customization to achieve financial compliance.

Data Privacy and Compliance in Latin America

Rocket Matter and CASEpeer both claim to be GDPR and SOC 2 compliant. However, Rocket Matter seems to have invested more in data security certifications to instill confidence in clients.

When it comes to data storage, Rocket Matter offers regional options closer to Latin America, while CASEpeer stores all data in the United States. Local data storage provides lower latency and may align better with regional privacy legislation.

Overall, Rocket Matter appears better positioned for data privacy needs and regional compliance requirements based on their security posture and data storage policies.

Final Verdict: CASEpeer vs Rocket Matter

Summarizing Key Differentiators

CASEpeer and Rocket Matter have some notable differences when it comes to features and capabilities:

CASEpeer offers integrated accounting functionality while Rocket Matter focuses more narrowly on core legal practice management.
Rocket Matter has more advanced calendaring and task management features.
CASEpeer enables automated legal billing workflows while Rocket Matter offers more flexibility for manual customizations.
Rocket Matter provides document generation and assembly tools that CASEpeer lacks.
CASEpeer has built-in time tracking while Rocket Matter integrates with third-party timekeeping apps.

In summary, Rocket Matter excels at legal-specific practice management while CASEpeer aims to be an all-in-one legal management solution.

Tailored Recommendations for Firm Size and Needs

For small firms seeking an integrated solution with accounting and billing, CASEpeer may be easier to implement out of the box.

For mid-size firms that want flexibility to customize workflows, Rocket Matter allows more tailoring while still providing core functionality.

For large firms that already have accounting and billing systems in place, Rocket Matter can integrate with those platforms and focus specifically on legal practice management.

Firms that handle high volumes of documents may benefit more from Rocket Matter's document assembly and automation capabilities. Firms with tight budgets may find CASEpeer's unlimited user pricing more cost-effective.

Parting Thoughts for Law Firms

When selecting between CASEpeer and Rocket Matter, carefully evaluate your firm's existing infrastructure, budget, headcount, and legal focus areas.

Prioritize must-have features over nice-to-haves. Consider ease of use and training requirements. And ensure any solution you choose has the flexibility to adapt as your firm inevitably grows and evolves over time. With clear goals and decision criteria, you can confidently invest in a platform to optimize and scale your legal operations.

Rocket Matter Pay and Financial Transactions

Rocket Matter Pay allows law firms to easily accept credit card and eCheck payments from clients. This integrated payment solution streamlines the billing and payment process, eliminating the need for manual entry or reconciliation between systems.

Integrating Payments with Legal Billing

Rocket Matter Pay is natively integrated into the platform's legal billing and accounting features. When a bill is generated, clients can pay it directly within Rocket Matter through credit card or eCheck. Payment details automatically sync with the corresponding invoice, eliminating duplication of work. This creates a seamless billing and payment workflow.

Security and Compliance of Transactions

Rocket Matter Pay uses bank-level security and encryption to process payments safely. Sensitive financial data is tokenized and not stored on Rocket Matter servers. The system is PCI-DSS Level 1 certified for financial data security. Rocket Matter Pay is also designed to comply with ethics rules on client trust accounting.

Streamlining Client Payments

With Rocket Matter Pay, clients can easily pay bills online without mailing checks or wires. The platform sends payment reminders and updates payment status in real-time. This simplifies payments for clients while giving law firms clear visibility into accounts receivable. Faster payments improve law firm cash flow.