Case Management · Platform Profile
Rocket Matter is cloud practice management and billing for small and mid-sized firms — publicly released in 2008, published pricing from $59/user, with a CRM intake add-on — part of the ProfitSolv portfolio alongside Law Ruler.
Rocket Matter, first released publicly in February 2008 from Boca Raton and described by the company as the first online legal billing and practice management product (company claim), has been part of the ProfitSolv portfolio since the group's formation by Lightyear Capital in September 2020. ProfitSolv also owns CosmoLex, Tabs3, TimeSolv, and Law Ruler, and took a strategic investment co-led by FTV Capital in June 2025.
The platform covers matter management, time and expense capture, batch billing, trust accounting, task workflows and matter templates, reporting dashboards, and e-signature, with payments via Rocket Matter Pay and a QuickBooks Online sync. In April 2025 it added automated workflow capabilities — document automation, intake forms with conflict checks, deadline tracking, client-portal automations — in a joint release with sibling CosmoLex.
Pricing is published in four per-user tiers billed annually: Essentials $59, Pro $95, Premier $115, and Elite $145, the last adding built-in business accounting that replaces (and is incompatible with) the QuickBooks integration. A legal CRM add-on for intake and lead management runs $39/user/month (Core) or $147/month for up to three users (Enterprise) with a $399 onboarding fee. No native AI assistant appears on vendor pages as of July 2026 — the 2025 release is workflow-rule automation, not marketed as AI.
General-practice platform for small and mid-sized firms; no PI-specific module — settlement and lien tooling is not documented. The PI-relevant pieces are the CRM add-on for lead intake, the 2025 workflow automation, and billing flexibility for mixed hourly-and-contingency practices; PI specialists typically also evaluate purpose-built systems.
| Vendor | ProfitSolv, LLC — Lightyear Capital (2020), FTV Capital co-investment June 2025 |
|---|---|
| Founded / HQ | 2007-08 (public launch Feb 2008); Boca Raton, FL |
| Category | Cloud practice management and billing |
| Sibling brands | CosmoLex, Tabs3, TimeSolv, Law Ruler, LexCharge |
| Pricing | Published: Essentials $59 / Pro $95 / Premier $115 / Elite $145 per user/month annual |
| CRM add-on | Core $39/user/mo; Enterprise $147/mo (3 users) + $399 onboarding |
| AI | No native AI as of July 2026; automation is workflow-rule-based |
| QuickBooks note | QBO sync unavailable when Elite's built-in accounting is used |
| Website | rocketmatter.com |
Rocket Matter shares a corporate parent with Law Ruler, which maps a ProfitSolv-native stack: Law Ruler handling high-volume intake in front, Rocket Matter (or Tabs3/CosmoLex) as the system of record behind it. For firms outside that portfolio, its open API and Microsoft 365 sync are the connection points.
Its 2008 vintage means long production history and a mature billing engine; the evaluation contrast with newer entrants is native AI (none as of mid-2026) and PI-specific depth (none documented) versus price and stability. The Elite tier's accounting-versus-QuickBooks tradeoff is a configuration decision to make deliberately, not discover later.
Yes — QuickBooks Online sync, except on the Elite tier when its built-in business accounting is used; the vendor states the two are incompatible.
Yes, as a paid add-on — CRM Core at $39/user/month or CRM Enterprise at $147/month for up to three users, with a $399 onboarding fee, on Pro and Premier plans.
None native as of July 2026. The April 2025 release added rules-based automated workflows, which the vendor does not market as AI.
ProfitSolv — the Lightyear Capital-formed group that also owns CosmoLex, Tabs3, TimeSolv, and Law Ruler — with an FTV Capital co-led investment closed June 2025.
Systems firms typically evaluate alongside Rocket Matter — competitors, complements, and the adjacent layers of the same stack.
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This page is an independent editorial overview published by Maestro Strategic Partners, an operations and AI consultancy for plaintiff law firms. Maestro is not affiliated with, sponsored by, or endorsed by ProfitSolv, LLC. Rocket Matter and related marks are the property of their respective owners; they are used here for identification only. Product details verified as of July 2026 and may have changed — confirm specifics with the vendor.
