Rocket Matter API
Rocket Matter is cloud software that helps law firms run their practice—tracking clients and matters, time and expenses, billing, trust accounting, calendars, tasks, and documents—in one place. An unofficial API lets you pull standardized matter, contact, and billing data, and push ne
What is Rocket Matter?
Rocket Matter is a legal practice management platform for law firms. It combines matter management, time & billing, trust/IOLTA accounting, calendaring, task and workflow management, document tools, reporting, and payments—accessible via a web application used by attorneys and staff.
Core product areas include:
- Matter & Client Management (matters, parties, intake, conflict checks)
- Time & Expense Tracking (UTBMS/LEDES-friendly codes, timers, batch entry)
- Billing & Payments (pre-bills, invoices, LEDES exports, online payments, write-offs)
- Trust Accounting (IOLTA controls, transfers, replenishments, audit logs)
- Calendars, Tasks & Workflows (deadlines, reminders, templates)
- Documents & Templates (document assembly, storage integrations/links)
- Reporting & Analytics (WIP, realization, AR, productivity)
Common data entities:
- Clients/Contacts (organizations, individuals, roles, addresses, billing details)
- Matters (matter number, title, client, practice area, status, responsible attorney, rates)
- Time Entries (date, user, activity code, description, duration, billable flag, rate)
- Expenses/Costs (date, category, amount, billable flag)
- Invoices (pre-bill status, line items, taxes/discounts, trust applications, payments)
- Trust Accounts & Transactions (ledger, deposits, disbursements, transfers, balances)
- Tasks & Events (assignments, due dates, reminders)
- Documents/Links (file metadata, external DMS references like iManage workspace/doc IDs)
- Users/Roles (permissions, billing rates, team, office)
The Rocket Matter Integration Challenge
Firms love Rocket Matter’s portal workflows, but turning them into robust, automated integrations—particularly when iManage is the system-of-record for documents—presents challenges:
- Billing nuance: UTBMS/LEDES codes, fee arrangements, pre-bill approvals, write-downs, and batching require consistent normalization and idempotent updates
- Trust safeguards: IOLTA rules disallow accidental commingling and require precise, auditable movements; integrations must respect firm guardrails
- DMS alignment: Many firms store documents in iManage; keeping matters and document links synchronized (workspace, document number, version, database) without duplicating files is critical
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation on behalf of attorneys and staff
- Role-based permissions: Ethical walls and practice-area entitlements must be respected across offices and teams
- Long-running workflows: Pre-bill creation, invoice finalization, and bulk time imports may be asynchronous and need careful status tracking
How Supergood Creates Rocket Matter APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API layer for your Rocket Matter tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes matters, clients, time entries, invoices, and trust objects into consistent schemas
- Aligns with customer entitlements and role-based permissions to ensure compliant access
- Supports high-volume operations (batch time imports, pre-bill runs) with polling or optional webhooks for long-running jobs
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Rocket Matter adapter tailored to your workflows and entitlements, including iManage-mapped schemas if needed.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Rocket Matter evolves.
Use Cases
iManage-Centric Matter & Document Linking
- Create or update Rocket Matter matters with iManage workspace identifiers attached - Link iManage documents to matters by document number/version without copying files - Build unified matter dashboards that show Rocket Matter billing alongside iManage content
Time & Billing Automation From DMS/Email
- Capture work-in-context: push time entries from iManage document activity or Outlook email filing - Use UTBMS codes and narratives derived from document metadata for consistent LEDES output - Generate pre-bills automatically and surface them in your app for attorney review and approval
Intake, Conflicts & CRM Sync
- Push new client/matter intake from your portal; pull back conflicts outcomes and engagement details - Keep contact records synchronized with your CRM while respecting firm ownership and privacy rules - Enforce naming conventions and matter numbering aligned to iManage workspace creation
Finance Ops & Reporting
- Pull WIP/AR across all matters to drive forecasting and dashboards - Apply trust funds to invoices programmatically with audit-safe controls - Sync finalized invoices and payments to accounting systems while retaining Rocket Matter as the billing source of truth
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for firm-level throughput while honoring entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of matters, clients, time entries, invoices, and trust balances
Security
Encrypted transport, scoped tokens, and audit logging; respects Rocket Matter role-based permissions and ethical walls
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., pre-bill generation, bulk time import completion)
Latency
Sub-second responses for list/detail queries under normal load; invoice and pre-bill completion times reflect underlying platform behavior
Throughput
Designed for high-volume time entry ingestion and matter synchronization
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used for practice management: Matters & Clients (creation, updates, search), Time & Expenses (entry, updates, WIP), Billing (pre-bills, invoices, payments), Trust/IOLTA (balances and movements), and Documents/Links (external DMS references like iManage)—subject to your licensing and entitlements. We scope coverage during integration assessment.
We store iManage identifiers (workspace ID, database, document number, version) and maintain referential links instead of moving files. Our adapter respects Rocket Matter and iManage permissions/ethical walls and can enforce bi-directional naming/numbering conventions where required.
Yes. We preserve UTBMS activity/phase codes on time entries, expose normalized line items, and can export invoice data suitable for LEDES 1998B where enabled in your tenant. We also support pre-bill states, approvals, and write-down rationale capture.
We validate operations against Rocket Matter’s UI rules, require explicit intent for trust movements, and capture immutable audit fields (who, when, what) for each action. We do not perform automated trust transfers without a user-initiated request.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.