Home > Legal Software > Everlaw > Everlaw vs Rocket Matter

Everlaw vs Rocket Matter

Last Updated: November 18th, 2024

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

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Product Basics

Everlaw is a cloud-based platform for law firms, corporations and government agencies to facilitate their litigation and investigation processes. Intuitive and easy to use, it enables legal stakeholders to communicate and collaborate securely in real-time and create narratives as a team. It streamlines the entire e-discovery process with self-service rapid uploading, granular searching, efficient post-reviewing and production offerings.

Elucidate hidden insights using its interactive visualization and clustering modules and make accurate evidence-based case predictions using machine learning algorithms. Businesses can leverage its secure API, customized project templates and administration access control to personalize it for their unique needs.

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.

$250 Monthly

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$109 Monthly

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Tailored to your specific needs

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24/7 Live Support

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Product Insights

Easy to Use: Non-tech-savvy people can adopt the platform quickly thanks to intuitive UI and UX.
Streamlined Document Management: Keep track of all documents and ensure availability using Bates numbering and document binders. Stack, tag and organize files according to the firm’s requirements.
Quick and Simple Search: Along with filtering, labeling and tagging, save previous searches on search cards for fast and accurate results. Pull up documents based on codes, tags and labels.
Rich Knowledge Base: Easily navigate the platform using training videos and tutorials.
Scale With Custom Searches and Narratives: Adapt to different circumstances by building custom searches and narratives. Create compelling and versatile storyboards for deposition using AI-enabled visualization options.

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.

Uploads: Upload data with simple drag-and-drop capabilities from both native and third-party sources like Dropbox, Google Drive, OneDrive, Google Vault and more. Review all documentation securely under one platform with dedicated support for various file types like spreadsheets, Slack messages, calendar invitations, Microsoft Teams data, videos, Encase archives and more.
Search Optimization: Build extensive search queries for contacts, matters and documentation with stackable metadata, content and work-product filters to get smarter, faster and more accurate results. Automatically zero in on email communications and side conversations between specific people with the Smart Terms portal.
Case Reviews: Streamline the review process of legal matters and documentation with an organized and controlled approach. Set viewership parameters and coding rules with dedicated review portals.
- Translation Services: Improve firm versatility with the foreign language translation extension capable of translating over 109 languages. Automate translation of legal matters without the integration of third-party tools or services.
- Redactions: Search legal documentation and automatically redact words, phrases, entire pages and patterns such as personally identifiable information (PII). State the redaction reason with customizable stamps and save time otherwise spent on the manual identification and redaction of documents.
- Transcription Services: Dig deeper into audio and video documentation with automatically generated transcription synchronized during playback. Manually search the transcripts or attach notes to timestamps for future reference.
- Coding Rules: Implement auto or conditional coding of documents that are contextually related to each other, such as duplicates or attachments. Increase review consistency, eliminate errors and speed up the process with coded legal documents.
- Review Assignments: Assign reviews to different members across a team through the review assignment portal. Track review progress, highlight particular review criteria and automatically assign dynamic reviews that update based on changes in data.
Production Management: Automatically produce, save and back up an unlimited amount of legal documentation. Eliminate errors and streamline legal processes with customizable self-service protocol options and easy clawbacks. Share and export productions with secure, auditable sharing extensions.
Advanced Analytics: Get detailed insights on legal matters, firm health and business processes with advanced analytics and reporting modules. Data visualization of standard and statistical data uncovers hidden information and predicts client requirements.
- Email Threading: Perform email reviews in threads without running additional scripts. The analytics portal eliminates duplicate emails, displays contextual information along with a matter, identifies inclusive emails and spots missing emails in complicated conversation threads.
- Data Visualization: Get a comprehensive 360-degree view of documents with interactive data visualizations. Explore document dates, metadata, contents, formats, review activity and more with customizable visualizations and metrics.
- Clustering: Automatically identify conceptually and contextually similar documents and combine them into large datasets with the clustering tool. Combine and study similar documents without any training, prior case knowledge or third-party resources like dictionaries and ontologies.
Predictive Coding: Machine learning identifies the most important legal documents and case matters based on custom ratings, codes and attributes. Improve the predictive model by feeding weighted terms and important case matters to create a defensible model against which to test run arguments before trial.
Storybuilding: The Storybuilder suite provides a complete, end-to-end set of post-review tools to manage litigations and investigations. Automatically organize the most important documents that reinforce the team’s case narrative in one environment without exporting and importing documents into other portals.
- Case Collaboration: Encourage team members to collaborate in real time under a single architecture already integrated with all case-related documents. Use the storybuilder extension to prepare coordinated case strategies, share review protocols, draft internal briefs and memos and more.
- Deposition Management: Coordinate with team members to prepare and execute completely digital depositions. Discuss ongoing depositions with team members in real time via a live chat tool.
- Deposition Transcripts and Testimony: Automatically create deposition transcripts and review, annotate, link to them all under one roof. Mark specific transcripts as key testimonies.
Security: Ensure the security of staff, clients and legal matters. Secure data sharing, communication and document access from external and internal vulnerabilities.
- Communication Security: Maintain collaboration continuity among team members with the in-platform messaging tool. Protect all client and staff communication from security leaks.
- Sharing Security: Protect sensitive information by creating and sharing assignments, binders of documents, folders and more, with permission-based access. Share legal documentation only with case-related contacts.
- Permissions and User Groups: Assign groups with permission-based access to features and tools like codes, assignment groups and Storybuilder objects. Securely manage group permissions and monitor all activity logged in the system for suspicious behavior.
- Multi-Factor Authentication and Sign-On: Enforce multi-factor authentication for all staff on a database to prevent unauthorized access. Additionally, administrators can remove username and password-based access by enabling login through existing directory services like GSuite, Active Directory and LDAP.
- Location Whitelisting: Whitelist remote working environments based on IP address or country. Automatically deny access to the firm database when members ping location from unrecognized IP addresses.
Matter Management: Create an unlimited number of projects from customizable templates and rename, suspend and delete them whenever required. Clone general settings, duplicate administrative tools, transfer work and find information across projects with correlated document sets. Analyze projects billable to anticipate monthly expenses.
API Management: Build new applications or use integrated organization and project management tools. Securely connect applications to firm data using API keys and automate dashboard and report generation.

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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Analyst Rating Summary

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User Sentiment Summary

93%

of users recommend this product

Everlaw has a 'excellent' User Satisfaction Rating of 93% when considering 275 user reviews from 3 recognized software review sites.

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.

4.6 (211)

4.0 (16)

4.85 (40)

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4.8 (24)

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4.4 (195)

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5.0 (3)

Awards

Synopsis of User Ratings and Reviews

Data Visualization: Storyboard and dashboard provide robust data visualization capabilities, according to 79% of users reviewing this feature.

Data Management: According to 83% of users, data management is one of the platform’s strongest suits — bolstered by binders, Bates numbering, filtering and tagging capabilities.

Functionality: 88% of users who mentioned this aspect said the system offers best-in-class functionalities for document review, disposition, production, time tracking and early case assessment (ECA).

Ease of Use: Regarding this element, 92% of users said that the platform is user-friendly and easy to navigate.

Training: 78% of users talking about training resources found the product training and knowledge base satisfactory.

Service and Support: 92% of users who reviewed this aspect were content with support responses and service costs.

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.

A study of user sentiments did not reveal any major cons.

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.

Everlaw provides excellent data management capabilities as part of a legal practice management solution. It’s particularly beneficial to businesses that prioritize eDiscovery and production in their day-to-day services, such as firms dealing with personal injury and mass tort. The platform offers versatile core functions, such as time tracking, ECA and document review, making it suitable for both eDiscovery and case management. It has some of the best visualization tools, including storyboards, binders and custom tags and labels. Overall, the solution is a promising acquisition for firms that deal with a ton of data on a daily basis.

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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