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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.
Description
i-Trust is a specialized software for trust accounting that includes features such as an audit-tested framework, comprehensive audit trails, and subsidiary ledgers. This tool is tailored for managing client trust accounts, offering an automated client ledger that features a user-friendly and efficient record-keeping interface for managing unlimited trust funds, a capability it has provided since 1988. It delivers a high degree of automation and adaptability while ensuring a rigorous audit trail for every transaction processed. The platform upholds strict data integrity through advanced database maintenance utilities, which are designed to support and reinforce trust accounting standards effectively. This makes i-Trust an essential resource for professionals looking to streamline their trust account management.
API Access
Has API
API Access
Has API
Integrations
Box
Chat Agents
Dropbox
Evernote
Gmail
Google Calendar
Google Workspace
LawKPIs
LawToolBox
Lawmatics
Integrations
Box
Chat Agents
Dropbox
Evernote
Gmail
Google Calendar
Google Workspace
LawKPIs
LawToolBox
Lawmatics
Pricing Details
$55 per user per month
Free Trial
Free Version
Pricing Details
$1895.00/one-time/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ProfitSolv
Founded
2020
Country
United States
Website
www.rocketmatter.com
Vendor Details
Company Name
Golden Omega
Founded
1988
Country
United States
Website
www.goldenomega.net/trust-accounting-software/
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management