Thousands of law firms across the USA trust Rocket Matter legal practice management software.

The LawTap Rocket Matter connector facilitates seamless integration between the two systems. The main benefits of the integration are:

Learn more at https://lawtap.com/integrations/rocket-matter

Requirements

  1. LawTap subscription in CA or US.
  2. Pro or higher Rocket Matter subscription.

Connecting LawTap to Rocket Matter

Note! This is a one-time process.

To connect LawTap to Rocket Matter:

  1. Sign in to LawTap.
  2. Select Integrations in the top bar.
  3. In Rocket Matter, select Connect to Rocket Matter.
  4. Enter your Rocket Matter login information and then select Login.
  5. Select Allow in the confirmation screen.
    This gives LawTap necessary (but limited) access to your Rocket Matter data.
  6. Rocket Matter redirects you to LawTap, where the "Successfully connected to Actionstep" notification displays.

Syncing contacts in Rocket Matter and LawTap

Contacts are synced automatically in both LawTap and Rocket Matter and there is no need to take any manual action in this regard. Specifically:

  • New LawTap appointment contacts are created as a Rocket Matter contact (if the contact does not already exist in Rocket Matter).
    This process is instantaneous and syncing happens automatically when the booking is finalized.
  • LawTap contacts automatically sync with Rocket Matter every two (2) hours.
    This is a two-way sync that checks that contacts in one system mirror the other.

Booking an appointment on LawTap for a Rocket Matter contact

To book an appointment for an existing Rocket Matter contact:

  1. Select My Dashboard in the top bar in LawTap.
  2. Select Book Appointment.
  3. Select the existing Rocket Matter contact in the Client pick list.
    Select the down arrow on the right to activate the list. You can use the the Search box to find the client. Enter their name or surname in the box (or the first few letters of either). As you type, the pick list updates to offer more accurate matches. When you select the client in the list, their name, phone number and email automatically populate the corresponding fields in the form.

See Booking appointments for your clients on LawTap as a lawyer for more.

Sending LawTap appointments to Rocket Matter

Lawyers can link all LawTap client appointments (past and future) to Rocket Matter Matters from My Dashboard in LawTap.

To link a LawTap appointment to a Rocket Matter Matter:

  1. Select My Dashboard in the top bar on LawTap. if necessary.
  2. Select the Send to Rocket Matter action for an appointment.
  3. In Link to Matter, create a new or select an existing Rocket Matter Matter to link to, and then select Send to Rocket Matter.
    The appointment is automatically created as an Rocket Matter Task for the selected Rocket Matter Matter. After the appointment, a time entry is listed automatically in the lawyer's Rocket Matter Timesheet.
  4. Repeat this procedure (step 2 and 3) for all relevant appointments.

Disconnecting LawTap from Rocket Matter

To disconnect LawTap from Rocket Matter:

  1. Sign in to LawTap.
  2. Select Integrations in the top bar.
  3. In Rocket Matter, select Disconnect.

Known Limitations

  • Rocket Matter does not support the E.164 international phone numbering plan format. This means that all phone numbers are assumed to be North American (USA and Canada) numbers.
  • Rocket Matter does not support ISO 3166 for international country names. This means if LawTap cannot automatically match a contact's country, the U.S.A. is used as the default.
  • Rocket Matter Task Due Dates may automatically be set as the previous day to the appointment for some time zones.
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