2 to 4 Weeks
Typical launch window
Includes matter type audit, billing field mapping, automation triggers, and pilot conversion testing.
Case management
RM Rocket Matter
Automatically sync matters from Lawmatics to Rocket Matter eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Rocket Matter for efficient case management upon lead conversion.
Certified build path
Data-safe rollout
Go-live support
Partner-grade
Implementation controls
Execution-ready
Rollout playbook
Implementation Proof
From kickoff through post-go-live support
100%
Billing-ready on arrival
Matters land in Rocket Matter with billing rate, matter type, and attorney already set.
0 Office Manager Bottlenecks
Case creation automated
Signed retainers trigger matter creation without manual data re-entry.
1 SOP
Resync and exception playbook
Documented procedure for pushing updates and handling conversion exceptions.
"Before MHSB set up the integration, our office manager was the bottleneck for every new case. She had to manually create matters in Rocket Matter, enter billing rates, and assign attorneys. Now it happens automatically when the retainer is signed, and she can focus on things that actually need a human."
Need the right implementation path first?
MHSB does more than connect tools. We help law firms choose the right Lawmatics audit, build, and optimization sequence before configuration begins.
Book a Strategy Consultation
Review Rocket Matter mapping, workflow impact, QA controls, and rollout priorities with MHSB.
Audit vs Build Guide
Choose whether your firm needs an audit, a scoped build, or a phased combination before implementation starts.
How MHSB Works
See our fixed-fee delivery model for audits, custom builds, QA, training, and launch support.
Lawmatics Implementation FAQ
Get answers on timelines, scope, training, integrations, and ongoing support.
What You Get With This Integration
- Automatic matter creation in Rocket Matter upon lead conversion in Lawmatics
- Custom field mapping options for data transfer
- Synchronize contacts and related notes to their corresponding matter in Rocket Matter
- Manually sync matters or set it as an automation action
- Update Rocket Matter matters with any new Lawmatics additions by initiating a resync
Integration Feature Details
Matter sync
Lawmatics seamlessly integrates with Rocket Matter, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Rocket Matter.
Custom field mapping
Map any or all of your Lawmatics fields to your Rocket Matter fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Rocket Matter matter.
Automation potential
Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Rocket Matter matter.
Partner Implementation Blueprint
Estimated timeline: 2 to 4 weeks
- 1
Audit your current Rocket Matter matter types and custom fields, then align them with your Lawmatics intake fields so mapping decisions are grounded in real data.
- 2
Configure contact-level and matter-level field mappings in the Lawmatics integration settings, paying close attention to billing-related fields that Rocket Matter uses for time tracking.
- 3
Build and test automation triggers in Lawmatics that fire the Sync to Case Management action at the right conversion point (signed retainer, payment received, or manual approval).
- 4
Run a controlled batch of pilot conversions across your most common matter types and verify that matter names, assignees, billing rates, and notes land correctly in Rocket Matter.
- 5
Document a resync and exception-handling SOP so your team knows how to push updates to Rocket Matter when intake data changes after initial conversion.
QA Checklist
- Converted matters appear in Rocket Matter with the correct matter type, responsible attorney, and billing rate.
- Mapped contact fields (name, phone, email, address) transfer completely without truncation or formatting errors.
- Notes and documents synced from Lawmatics are visible in the expected Rocket Matter tabs and linked to the right matter.
- Resync updates changed fields in Rocket Matter without creating duplicate matters or overwriting paralegal edits.
Common Handoff Risks
- Rocket Matter billing fields left unmapped can force attorneys to manually populate rate and matter-type data on every new case, negating the time savings of automation.
- Triggering conversion before retainer execution or payment confirmation floods Rocket Matter with matters that never become active, cluttering the case list and skewing reporting.
- Firms that skip the resync SOP risk stale data in Rocket Matter when intake details change after the initial sync, leading to mismatched client records across systems.
When This Integration Is the Right Fit
- Small litigation firm automating the matter handoff so that signed retainers in Lawmatics instantly create billable matters in Rocket Matter without an office manager re-keying data.
- Criminal defense practice converting retainer-signed leads to Rocket Matter matters with pre-mapped fields for charges, court dates, and assigned attorney so the case team can start work immediately.
- Employment law boutique routing different matter types (discrimination, wage-and-hour, wrongful termination) into Rocket Matter with the correct billing rate and responsible attorney already populated.
- Multi-attorney general practice using Lawmatics automation to convert and sync only after both the retainer is signed and the initial payment clears, keeping Rocket Matter free of uncommitted prospects.
How This Fits into a Lawmatics Implementation Plan
A strong Rocket Matter integration only works when field mapping, workflow ownership, QA, and team training are designed together. MHSB typically scopes this work as part of a Lawmatics audit, implementation project, or post-launch optimization engagement.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Rocket Matter + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales. For small and mid-size litigation firms, this means your case management system reflects the same data your intake team collected, without anyone copying information between screens. We map your Lawmatics fields directly to Rocket Matter’s matter types, billing rates, and responsible-attorney assignments so new cases arrive ready for time tracking from day one.
Source-Aligned Overview
Automatically sync matters from Lawmatics to Rocket Matter eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Rocket Matter for efficient case management upon lead conversion.
Supplemental Guidance
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.
Why Small Litigation Firms Choose This Pairing
Rocket Matter was built for firms that bill by the hour and need tight control over matter economics. When paired with Lawmatics, the intake-to-billing pipeline tightens: leads sign a retainer electronically, Lawmatics fires the conversion, and Rocket Matter receives a matter pre-loaded with the right billing rate and attorney assignment. MHSB sets up guardrails so that only qualified, retainer-signed leads become active matters, keeping your case list clean and your reporting accurate. For firms running lean, this removes the office-manager bottleneck where someone had to manually create every new case before the attorney could start billing.
Integration FAQ
Does the integration support Rocket Matter's built-in billing and time-tracking fields?
Yes. MHSB maps Lawmatics intake fields to Rocket Matter's billing rate, matter type, and responsible attorney fields so matters are ready for time entry from the moment they sync.
Can we limit which staff members are allowed to trigger conversion?
Conversion can be restricted by using Lawmatics automation rules rather than the manual convert button, so only leads that meet defined criteria (signed retainer, payment cleared) are pushed to Rocket Matter.
What happens if we need to update a matter in Lawmatics after it has already synced?
Use the Resync button or build a resync automation step. Changed fields in Lawmatics will overwrite the corresponding Rocket Matter fields without creating a duplicate matter.
Can we phase the rollout by practice area instead of turning on all matter types at once?
Absolutely. MHSB commonly launches with one or two high-volume matter types first, validates the field mapping and automation triggers, then expands to remaining practice areas in subsequent sprints.
Will our existing Rocket Matter matters be affected when we connect the integration?
No. The integration only creates or updates matters that originate from a Lawmatics conversion or manual sync action. Existing Rocket Matter data is not modified unless you explicitly resync a linked matter.
Implementation Packages
Choose Your Rocket Matter Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
Rocket Matter Launch Sprint
Matter type alignment, billing field mapping, conversion automation, and pilot testing across primary case types.
Ideal for: Small litigation firms automating the retainer-to-matter handoff for the first time.
Most Selected
Rocket Matter Scale Hardening
Expand to all practice areas, add document and note sync, implement phased conversion rules, and build exception handling SOPs.
Ideal for: Growing firms with multiple matter types that need reliable billing-ready handoffs across the board.
Rocket Matter Operating System
Combine Rocket Matter sync with Lawmatics automation, payment processing integration, and reporting for end-to-end intake-to-billing governance.
Ideal for: Firms standardizing the pipeline from lead capture through first billable hour.
Next Step
Launch Rocket Matter in Your Lawmatics Workflow
Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.