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Description

AccountAbly represents a groundbreaking SaaS solution designed for business-to-customer interactions, streamlining the challenging elements of fiduciary accounting. By aiding fiduciaries in managing their responsibilities for estates, guardianships, or trusts, it helps mitigate liability risks. The platform significantly cuts down on the expenses tied to gathering vouchers and organizing information for court and beneficiary presentations. Furthermore, it enhances the efficiency of the Estate and Trust legal framework by facilitating quicker access to vouchers during legal inquiries. Above all, this innovative application promotes transparency, fostering greater trust among beneficiaries in the fiduciary's actions. With its user-friendly interface and robust features, AccountAbly sets a new standard in fiduciary management.

Description

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Box No 
Chat Agents No 
Chrometa No 
DirectLaw No 
Dropbox No 
Evernote No 
Google Workspace No 
LEX Reception No 
LawToolBox No 
Lawmatics No 
LexCharge No 
Microsoft Outlook No 
NetDocuments No 
Nexa No 
Posh No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Skype No 
Veza Reception No 
WiseTime No 

Integrations

Box Yes 
Chat Agents Yes 
Chrometa Yes 
DirectLaw Yes 
Dropbox Yes 
Evernote Yes 
Google Workspace Yes 
LEX Reception Yes 
LawToolBox Yes 
Lawmatics Yes 
LexCharge Yes 
Microsoft Outlook Yes 
NetDocuments Yes 
Nexa Yes 
Posh Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Skype Yes 
Veza Reception Yes 
WiseTime Yes 

Pricing Details

$9.99 per month
Free Trial Yes 
Free Version No 

Pricing Details

$49 per user per month
Essentials: $49 per user per month (paid annually)
Pro: $79 per user per month (paid annually)
Premier: $99 per user per month (paid annually)
Elite: $129 per user per month (paid annually)
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AccountAbly

Founded

2022

Country

Canada

Website

accountably.app/

Vendor Details

Company Name

ProfitSolv

Founded

2020

Country

United States

Website

www.rocketmatter.com

Product Features

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

Accounting Management Yes 
Automatic Billing Yes 
Calendar Management Yes 
Case Management Yes 
Client Portal Yes 
Document Management Yes 
Expense Tracking Yes 
Time Tracking Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management No 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing Yes 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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