Home > Legal Software > Rocket Matter > Rocket Matter vs Centerbase

Rocket Matter vs Centerbase

Last Updated: November 18th, 2024

Our analysts compared Rocket Matter vs Centerbase 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

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.

Centerbase provides a cloud-based end-to-end legal toolkit aimed at enabling mid-sized firms to securely manage practice workflows and improve the client experience. Firms can leverage its billing and payment modules including e-billing, online portal and various payment arrangements to get paid faster. Users can maximize billable hours using remote timekeeping, accessible timesheets and reviewing workbench. It provides comprehensive matter management with configurable workflows, real-time dashboarding and relevant details. Practices can monitor goals, projects, tasks, deadlines, meetings and court dates effortlessly with color-coded calendaring, project management and activity reminders.

Administrators can utilize prebuilt and custom reporting and comprehensive controls to efficiently manage firm operations and make informed decisions. Users can streamline client intake and communication with its secure client portal. It also offers integrated legal and trust accounting modules and robust security.

$109 Monthly

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Tailored to your specific needs

$59 Monthly

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Tailored to your specific needs

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Product Assistance

Documentation

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24/7 Live Support

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24/7 Live Support

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.

Stay Connected: Access important case-related information and management tools from any device with an internet connection.
Accessible KPIs: Improve business decisions with the most current information from firm-wide calendar entries and custom reports.
Faster Billing: Increase cash flow with a billing module designed to reduce clicks, deduplicate entries and accelerate invoicing.
Customizability: Use in-house customization tools to appropriately scale the platform according to the firm’s size and maintain relevance in a changing legal landscape.
Flexible Subscription Charges: The role-based pricing structure provides multiple options for interested parties. Add or subtract any applicable licenses and pay only for the integrations and tools required.

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.

Billing Management: Digitize the firm’s entire billing cycle. Prepare and approve a single bill with a log of all inline markups.
- Client Service: Allow clients to pay bills, view invoices and track payment history via the billing portal. Create an audit trail with .txt eBilling files email multiple invoices at once.
- Simple Payments: Provide clients with a single, integrated payment method to settle current charges and/or fill the retainer at the same time. Control payment options and payment methods on a matter-to-matter basis.
- Billing Support: Access support for hourly billing, flat fee billing, expense-only billing, project billing, consolidated billing and more. Prepare electronic invoices with the help of UTBMS codes.
Legal Accounting: Set up all firm accounts under a single infrastructure and organize them based on location, matter or practice area. Link checks directly to expense accounts and provide free platform access to the firm CPA.
- Vendor Management: Set up automated vendor bills for recurring payments. Enter vendor checks and invoices into the system database and automatically track due dates.
- Online Payment: Accept credit card payments securely with the accounting module. Link payments directly to transactions and track client expenses. Eliminate manual data entry and human error.
- Trust Accounting: Create and operate multiple trust and IOLTA accounts. Automatically approve payments from invoices and log all trust fund expenses.
- Trust Reporting: Run reports to trace the flow of money going in and out of trust and IOLTA accounts. Keep a detailed record of all transactions, receivables and matter expenses.
Time and Expense Tracking: Never miss out on a single minute of billable time with round-the-clock time tracking. Automatically log time spent on client calls and messages as billable hours.
- Simple Time Tracking: Track time directly from in-platform applications or external integrations like Microsoft Word or Microsoft Outlook. Enter time while on the move from mobile devices.
- Time Entries: Update, edit and sanction time entries at the end of the month. Hold or approve billing based on the case status and merge multiple associated time entries into a single entry.
- Rate Tables: Prepare tailored rate tables with built-in date ranges effective all year round. Exempt specific matters and clients from the rate table under special circumstances.
- Budgets: Create and track timekeeper budgets for client work. Benchmark staff productivity against firm averages.
Firm Reporting: Generate reports in real time with accounting, billing, productivity, budgeting and compensation data. Group associated reports together and safeguard sensitive information with permission-based access.
- Insights: Get detailed insights into aging receivables, profitable clients, staff compensation and productivity, annual budgets, valuable practice areas and more.
- Custom Reporting: Run custom reports to highlight specific firm strengths and requirements. Increase stakeholder engagement with detailed spreadsheets and data visualization.
Matter Management: Organize and manage all legal matters from a single dashboard. Track contacts, client information, documents, meetings, deadlines, notes and tasks associated with relevant matters.
- Matter Dashboard: Access the matter dashboard for a quick overview of trust balances, WIP, client payment history, ledger, credits, outstanding receivables and more. Prepare matter budgets for individual clients and run reports on fees, expenses and staff productivity.
- Matter Layouts: Create matter layouts with customized data fields. Organize matters on the basis of relevant case information.
- Matter Automation: Design and integrate matter-specific workflows directly into the platform. Automatically assign tasks and execute the next step in the workflow. Update the firm database, team members and clients with new information.
Calendar Management: Create and track calendar entries in real time with a legal calendar. Toggle between firm-wide and personal views, color code entries and print calendar reports as physical reminders.
- Calendar Sync: Design automated calendar entries for recurring meetings and notifications for upcoming events. Connect to the Outlook 365 application for real-time synchronization of calendar entries.
- Deadline Management: Steer clear of malpractice claims with the LawToolBox portal. Automatically add jurisdiction-based deadlines and time-based triggers to legal matters.
Client Services: Improve the overall client experience with an efficient intake process, communications module and client portal.
- Client Portal: Share messages, calendar entries, documentation and invoices with clients securely via the client portal.
- Direct Communication: Communicate with clients via dedicated private lines. Control client access to sensitive information and keep track of their communications with the firm.
- Client Intake: Streamline the firm’s client intake process with self-populating contact forms, automated emails and documentation. Schedule tasks and perform conflict checks against client databases.
- Reporting: Run reports to track marketing ROI, profitable practice areas and referrals.
Document Management: Manage documents directly from associated matters or from integrated web browsers or applications like Microsoft Word. Access and share legal documentation securely from any device with an internet connection.
- Email Management: Store emails to associated matter files in its native .MSG format. Search for specific emails based on subject, content and date sent/received. Integrate with Microsoft Outlook and automatically log any time spent reviewing, sending or editing emails.
- Document Tracking: Search for individual documents using multiple data fields. Track changes made across different versions of the same file.
- Integrations: Open, edit and save documents with the built-in Centerbase Drive inclusion. Integrate with NetDocuments to seamlessly consolidate documents into workspaces.

Product Ranking

#20

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#60

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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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User Sentiment Summary

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.

92%

of users recommend this product

Centerbase has a 'excellent' User Satisfaction Rating of 92% when considering 60 user reviews from 3 recognized software review sites.

4.0 (16)

3.8 (2)

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4.61 (31)

4.4 (195)

4.7 (27)

5.0 (3)

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Awards

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.

Robust Billing: Centerbase offers advanced billing and accounting features that streamline the process of generating invoices, tracking payments, and managing client accounts.

Streamlined Matter Management: Centerbase provides robust matter management capabilities, allowing law firms to effectively organize case files, track deadlines, and manage client information.

Customizable Workflows: Centerbase allows firms to create customized workflows to automate repetitive tasks, ensuring consistency and efficiency in handling routine processes.

Document Management: Centerbase offers integrated document management features, enabling firms to securely store, organize, and retrieve case-related documents within a centralized system.

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.

Complex Setup: Centerbase requires significant setup and configuration, demanding more time and resources compared to other cloud-based legal software options.

Limited Client Intake: Users have reported that Centerbase's client intake features are not as robust as desired, potentially slowing down the onboarding process for new clients.

Expensive Support: While Centerbase offers support, it comes at a significant cost of $200 per hour, which can be a deterrent for firms operating on tighter budgets.

Reporting Limitations: Some users have expressed frustration with limitations in Centerbase's reporting capabilities, particularly the inability to customize column headings within specific data sets.

Customer Service Concerns: Several reviews have highlighted concerns about Centerbase's customer service, citing issues such as slow response times, difficulty reaching support staff, and unresolved technical problems.

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.

Is Centerbase the center of attention when it comes to legal software, or does it strike out? User reviews from the past year reveal a mixed bag. While many users praise Centerbase for its robust customization options, powerful features like automated time capture, and seamless accounting integration, some express concerns about customer service and initial setup complexity. For instance, one user raved about how Centerbase's customizability allowed them to tailor workflows and improve efficiency in identifying and managing projects. Conversely, another user found the customer service, which relies on third-party partners charging $200/hour, to be a significant drawback. What truly sets Centerbase apart is its comprehensive approach to law firm management, encompassing everything from matter management and billing to document automation and workflow customization. This makes it a one-stop shop for firms looking to streamline operations and boost productivity. However, this strength can also be a weakness, as the sheer breadth of features can be overwhelming for smaller firms or solo practitioners who may not need such an extensive suite of tools. In a nutshell, Centerbase is like a Swiss Army knife for law firms – incredibly versatile and powerful, but potentially daunting to use effectively without proper guidance. It's best suited for mid-to-large-sized firms with 5 or more lawyers who can fully utilize its extensive feature set and afford the potentially high support costs. Smaller firms or those seeking a simpler solution might find Centerbase to be overkill.

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FAQ

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