Business Software for Rocket Matter

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Store, sign, and secure your content on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle. ✓ Unlock the value of your content with AI: Pair top AI models with your organization’s content to find information, extract insights, build custom AI agents, and automate the work that slows you down ✓ Get unlimited collaboration: Create, manage, and share files from anywhere, with anyone ✓ Protect your content: Secure your sensitive files and data, thanks to granular access controls, intelligent threat detection, and adherence to stringent compliance requirements ✓ Scale with 1,500+ integrations: Work from anywhere across all your team’s favorite apps and extend the power of Box with APIs

Your notes. Organized. Effortless. Take notes anywhere. Find information faster. Share ideas with anyone. Meeting notes, web pages, projects, to-do lists—with Evernote as your note taking app, nothing falls through the cracks. Manage everything from big projects to personal moments. Capture ideas and inspiration in notes, voice, and pictures. Never lose track of your tasks and deadlines. At work, at home, and everywhere in between. Evernote’s plans and pricing are designed to fit your needs. Plan, keep records, and manage projects from any device–even offline. Manage projects, deadlines, clients, and meetings with ease. Create your free account and choose the plan that fits your needs. Type notes, add attachments, clip web pages, or record memos. All in one place. Organize your notes, your way. Use notebooks, tags, or our powerful search to find everything you need quickly. Manage projects, take meeting notes, set reminders, and edit documents.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Professional online meetings built for business. Easy to set up and join · Powerful collaboration tools. Made by Microsoft. With one click, anyone can join your online meeting, from any device. You can choose to meet right away, or schedule from Outlook for later. The meeting URL is personalized just for you. Record meetings, share your screen, and annotate PowerPoint for real-time collaboration with up to 250 people. Use whiteboard, polls, Q&A, and built-in IM during your business meetings to make them more productive. Expertly manage your online meetings with advanced calling options, like muting one or all participants and transferring presenter control. Trust in business-quality meetings with encrypted video and audio streams, and 24/7 phone support when needed. Enjoy industry-leading HD video for online meetings that feel top quality and trustworthy. Focus more on the people in your call, with added features like automatic cropping and head tracking.

Get more done with Gmail. Now more secure, smarter and easier to use—helping you save time and do more with your inbox. See what’s new at a glance, and decide what you want to read and respond to. Get nudges that remind you to follow up and respond to messages, so that nothing slips through the cracks. View attachments, RSVP to events, snooze messages and more without opening any emails. Gmail blocks 99.9% of dangerous emails before they reach you. If we think something seems phish-y, you’ll get a warning.

Make the most of every day. The new Google Calendar app helps you spend less time managing your schedule and more time enjoying it. A Schedule with a View. Schedule View brings your schedule to life and makes it easy to see what's ahead with images and maps. Everything you need. Various views of your day, week and month, invitations, web calendar and much more. Backup everything. Your events are always saved on the Web. If you lose your phone, you don't lose your address book. Different ways to view your calendar - Quickly switch between month, week, and day views. Events from Gmail - Flight, hotel, concert, restaurant reservations, and more are added to your calendar automatically. Tasks - Create, manage, and view your tasks alongside your events in Calendar. Video conferencing - Easily add video conferencing to calendar events. Quick event creation - Smart suggestions for event titles, places, and people save you time when creating events.

G Suite just got better — introducing Google Workspace (formerly G Suite). Everything you need to get anything done, now in one place. An integrated workspace that’s simple to use, Google Workspace lets you spend less time managing your work and more time actually doing it. Address what’s important and let Google handle the rest with best-in-class AI and search technology that helps you work smarter. Work from anywhere, on any device – even offline – with tools to help you integrate, customize, and extend Google Workspace to meet your team’s unique needs. Similar to G Suite, all Google Workspace plans provide a custom email for your business and includes collaboration tools like Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, Forms, Sites, and more. We have a variety of plans that are designed to meet your unique business needs. Discover which plan best fits your business needs on our plans and pricing page.

Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.

WiseTime is the first enterprise-level, autonomous timekeeping solution for legal. Our mission is to relieve professionals from the monotony and administration of timekeeping, so they can focus on the needs of their clients instead. WiseTime collates where your attention has been throughout the day into a private timeline, without needing any manual input. Led by our strong *privacy-first* principles, and in accord with the GDPR requirements, WiseTime puts you in complete control of your data. WiseTime connects to most leading practice management systems so that you can seamlessly send your time information to billing. No more manual time entries or start-stop timers.

LawToolBox is a centralized deadline and matter management solution that provides automatic updates when court rules change, calculates any deadlines you need and automatically syncs to your calendar. This software automates rules-based calendaring for 50 states, calculates any deadlines you need, and syncs them to your calendar in seconds, preventing missed deadlines with automatic updates when court rules change. With these features at their disposal, lawyers can reduce their risk of malpractice by eliminating human error, and subsequently, the stress that comes from worrying about missed deadlines!

You put in hard work to make your business successful. So do we. Our professional team of live virtual receptionists are eager to answer your calls and schedule your appointments, so you can focus on other important aspects of your business. Have us step in as much or as little as you like, we’re always waiting on the sidelines, at the ready 24/7/365. There when you need us, on call when you don’t. The Posh app puts you in total control of when your virtual receptionist steps in. So if you can’t answer? Posh can! And if you’ve got it, Posh is just a tap away. Every great partnership starts with an intro. Tell us about your business and how you would like your calls handled. We’ll transfer callers, schedule appointments, and take messages based on your preferences. Impress every caller and land more clients all while staying focused on what is most important to you. Use the Posh app or portal to set your status with ease. Are you accepting transfers? If not, we've got it.

Let our 24/7 virtual receptionists handle your calls, texts, chats, emails, sales and scheduling. Our answering service is always open for your customers. We do more than just answer phone calls. Our bilingual and highly trained virtual receptionists help grow revenue and deliver a premium customer experience for businesses of all sizes. Whether you’re an SMB looking to punch above your weight class or a large enterprise seeking scalability and staffing, Nexa's virtual receptionists have you covered, in both English and Spanish. Anytime one of our expert virtual receptionists picks up the phone, your customers will think they’re speaking directly to someone in your office. Nexa receptionists are trained in your industry and make it possible to handle more calls quickly and with greater accuracy. Our experts qualify incoming leads, reach out proactively to prospects and answer every incoming call with total professionalism.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.

Our chat agents provide immediate responses during customers' crucial buying window. Chat agents can generate more online leads from your company's website visitors who might not otherwise fill out a contact form or make that first phone call. Chat Agents can help your business take care of some of the routine tasks like filling out forms to capture new client intakes 24/7, saving you valuable time. We assist visitors to your business website in scheduling and booking your available appointments. Whatever it takes to get the most out of your appointments. We will match or beat any competitor's price, so stop overpaying. Included in our fixed monthly rate is an unlimited number of 24/7 chat engagements on your behalf. Your web visitors are a result of your own marketing and brand-building efforts. We won't surprise you. You will never be charged for any excess. Don't limit your potential. We staff your company's website 24/7 with real people.

Despite all the technology and software out there, time tracking for attorneys is often done with a timer or by hand. Here’s a typical scenario. An attorney schedules an hour every morning to make phone calls for her cases. She opens a timer in software like QuickBooks or Clio. Our automatic time trackers for Mac and PC watch your mouse, your keyboard, and the apps you use as you work. Chrometa records how long you're spending on each document, email, website, and more. No timers or stopwatches are required. Chrometa automatically allocates time to your projects and clients using keywords, email addresses and/or phone numbers. At the end of the day, an automatically generated timesheet is ready for your review. Create performance metrics to better track budget and time billing goals for your clients and practice. Be notified before your projects go over budget or over time. Receive alerts when you risk underbilling.

Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.

LawKPIs is a reporting solution designed for Clio users and PracticePanther users. Empower your firm as a business by measuring performance and spending time on the things that matter. LawKPIs is easy to use and you’ll be up and running quickly. Enjoy reports and visualizations that work for you right out of the box. Every firm is unique so we provide custom reports that match your needs. Clio, Rocket Matter, PracticePanther, Lawmatics, QuickBooks, and others as well as Google Analytics. Unlike other analytics and business intelligence solutions that require extensive customizations to work for you, LawKPIs works for your firm on day one. Because LawKPIs is specifically designed for law firms and already integrated into leading management systems, you can be up and running quickly to identify immediate profitability improvements. Every law firm is unique in how it analyzes data, so in addition to out-of-the-box law firm reporting, you get a number of free custom reports.

You’re paying a lot more than you think with LawPay. Switch today! LexCharge is unique because our team has great expertise in both the processing and legal software industries. We understand the importance of managing your payments through operating and (IOLTA) trust accounts. We also know how to save your firm money and provide secure and efficient integrated processing. Trust accounting is one thing a lawyer can’t screw up. With LexCharge, you can collect online payments for your trust account the right way. We make it easy for you to set up payment plans. Your clients will love paying for legal work in increments rather than all at once. Get started with this popular alternative fee arrangement. It helps make billing predictable for clients and maintains a reliable income stream for you.