Rocket Matter Integration

6:06

0:00

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The Lawmatics and Rocket Matter integration allows you to bridge the gap between your client intake process and case management tasks. With Lawmatics, you can efficiently manage client interactions, automate the intake workflow, and boost lead conversion, while Rocket Matter offers robust tools for tracking cases, managing time, and handling billing. By connecting these two platforms, you ensure that data flows effortlessly from intake to case management, eliminating redundant data entry and enhancing your firm's overall efficiency.

To connect your Rocket Matter to Lawmatics, first, click the settings gear icon in the upper-right corner of your Lawmatics account. From there, navigate to the "Integrations" tab and find Rocket Matter in the list of available integrations. Click "Connect Rocket Matter", then sign in to your Rocket Matter account when prompted to authorize the integration.

There are two ways to sync a matter and its point of contact from Lawmatics to Rocket Matter: through Conversion or Sync to Case Management. Here's a breakdown of each method:

Conversion: You'll find the convert button at the top left of any PNC within Lawmatics, and you can also incorporate the conversion action into an automation. When you click the convert button (or trigger it via automation), two things happen: 1. The matter is synced to Rocket Matter, and 2. The matter status in Lawmatics changes to "Hired." To ensure automatic syncing during conversion, confirm that the Matter Conversion Sync Enabled setting is activated in your integrations page which should be defaulted to on when you connect Rocket Matter to Lawmatics following the steps mentioned above.

Sync to Rocket Matter: After connecting your Rocket Matter account via the Integrations page, you'll notice a button labeled Sync to Rocket Matter at the top of each matter. This button allows you to sync a matter to Rocket Matter even before the client has officially hired your firm. Unlike the conversion process, this action won’t mark the matter as "Hired" in Lawmatics. Additionally, you can integrate this action into an automation using the Sync to Case Management button, ensuring flexibility in how and when matters are synced.

After connecting your Rocket Matter account, you can further personalize the integration by modifying the settings on the Rocket Matter page within the Integrations tab in your Lawmatics settings.

Matter Document Sync Enabled: Turn this on to allow files on your matters in Lawmatics to sync to your documents section on a matter in Rocket Matter. Your documents are found on a matter's profile under the "Files" tab, as shown below.

Matter Note Sync Enabled: Turn this on to allow notes on your matters in Lawmatics to sync to your notes section on a matter in Rocket Matter. Your notes are found on a matter's profile under the "Notes tab, as shown below.

These selections can be edited at any time as you see fit.

Your next step is to assign your field mapping. This determines which fields in Lawmatics will map to which of your custom fields in Rocket Matter. You will see that some basic standard fields come mapped by default, those will be listed in gray as shown below and they cannot be edited.

You can also map any custom fields by simply selecting the Lawmatics field from the drop down shown at the top left above, and then select which Rocket Matter field it corresponds to in the adjacent drop down menu.

Once you select the Rocket Matter field and add the mapping, you will see it listed in your field mappings. Feel free to map any and all of your fields. This is a process that only needs to be done once, and then moving forward any time a matter is synced from Lawmatics to Rocket Matter, any data populated into your mapped fields will be synced automatically.

Note that you can map fields on both the contact level as well as the matter level. These will be synced to the proper level in Rocket Matter accordingly.

After a matter has been synced from Lawmatics to Rocket Matter you will still be able to add files, notes, data, etc. to the matter in Lawmatics. Should you wish to have any of this new data sync to Rocket Matter, simply click the Sync button found at the top of any matter that has already been synced and the new information will populate to the matter in Rocket Matter.

Clicking the Resync button will not result in a duplicate, but will simply update the existing matter that already exists in Rocket Matter.

FAQs

Will data from Rocket Matter sync back over to Lawmatics?

No, the integration between Lawmatics and Rocket Matter is a one-way sync. Data will only sync from Lawmatics to Rocket Matter, not the other way around.