Sep 10, 2013

MyCase and Rocket Matter Announce Major Upgrades

3 Comments · Posted by Robert Ambrogi in General

Two of the leading cloud-based law practice management platforms, MyCase and Rocket Matter, are each announcing major new enhancements today. MyCase is rolling out full integration with QuickBooks accounting software, while Rocket Matter is unveiling a significant update to its client portal.

MyCase QuickBooks Integration

Starting today, MyCase users will be able to synchronize the billing and invoicing they do within MyCase with the popular accounting software QuickBooks. This is full and painless synchronization, where your clients, payments and trust accounts can be synchronized with just the click of a button.

All invoicing and records of payments will be made within MyCase. When you are ready to sync, you select the QuickBooks tab within MyCase. A list of unsynced items will appear. Select the ones to sync and click the button. All of the entries are synced to QuickBooks.

There is no additional monthly charge for the integration. However, MyCase is charging a one-time set-up fee to add the integration. For an introductory promotional period, the fee will be $49, after which it will increase to $99.

Based on a demonstration I saw last week, this appears to be a more robust and seamless QuickBooks integration than other practice-management platforms offer. Others integrate only with the desktop version of QuickBooks or require a multi-step process of exporting data from one platform and then importing to the other.

Rocket Matter Client Portal

Although Rocket Matter already allowed users to create client portals, it is calling this new offering its Portal 2.0. The new version allows users to create branded portals where they can share calendar information, documents and invoices with clients or anyone else. The new portals include integration with LawPay, a credit card processor that allows you to collect payments electronically.

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Rocket Matter’s new client portal with the LawPay feature.

Now, when you create an invoice within Rocket Matter, you can deliver it to the client through the portal. The client is notified by email of the invoice and can log in and pay the invoice directly through the portal using LawPay. Any payments are automatically reflected on the client’s account balance within Rocket Matter. (Use of this feature requires you to have a separate subscription directly with LawPay.)

The new portal also allows you to invite clients to calendar events. The events will show within the portal and can also be emailed as iCalendar files (.ics) that recipients can add directly to their own calendars.

Another new feature that Rocket Matter announced today is integration with Copy2Contact. Copy2Contact is a great little tool that lets you simply highlight someone’s contact information — from their email signature, a web page or wherever — and add it to your contacts. It automatically populates the correct information in the correct fields, saving you from having to type it all. The Rocket Matter integration allows you to this Copy2Contact to add new entries to your Rocket Matter contacts.

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3 comments

  • Frank Rivera · September 19, 2013 at 8:22 am

    Robert, I guess you never saw HoudiniEsq’s tight integration with Quickbooks. Its only 2yrs old but you can’t discount our 100% integration with the product since 2011.

    “Based on a demonstration I saw last week, this appears to be a more robust and seamless QuickBooks integration than other practice-management platforms offer. Others integrate only with the desktop version of QuickBooks or require a multi-step process of exporting data from one platform and then importing to the other.”

    Reply

    • Author comment by Robert Ambrogi · September 20, 2013 at 8:13 am

      Frank, I’d love to learn more about it.

      Reply

      • Frank Rivera · September 20, 2013 at 8:57 am

        hey Robert,

        Our Quickbooks integration is pretty robust. There is no need for the user to create the necessary item type list in QB prior to using it with HoudiniEsq. Our product will create all that is necessary to record entires of every type. This is tedious and error prone if left up to the end user to do.

        Everything is recorded in great detail. Client (including address, phone numbers, email, etc), Matter, Invoices (detail line items just as they appear on invoices including duration and staff), Expenses, Payments, Adjustments, Credits, Trust Earned, Trust Deposits, Trust Withdrawals and Tax. Yes, tax. We are one of the few products that allows law firms to record and collect Tax with every invoice. Our Canadian clients have more use for this than US based firms.

        OUr method of posting entries to QB is based on Lynette Benton’s book, Trust Accounting using QuickBooks. We found her method to be best practice. It is proven, well documented, and defensible.

        The integration works seamlessly with our desktop users as well as our SaaS clients. HoudiniEsq actually writes to the law firms local instance of Quickbooks no matter where you are.

        Our Quickbooks integration also supports posting to multiple trust accounts. Many law firms with satellite offices use more then one trust account. This is fully supported. HoudiniEsq will actually post to each satellite office’s Quickbooks installation or if they use one QB we can post to separate trust accounts in separate QB files. QB doesn’t even have to be running.

        We do not charge for the QB integration and we don’t charge for support since its release in early 2011. There are two things that are important to mention. We don’t integrate with QuickBooks online. It just isn’t as robust as the local install of QB presently. Secondly, Matter references in HoudiniEsq can not be longer then 32 characters when using QB, do to the limitation of the QB account field length.

        Thanks for hearing me out Robert.

        Reply

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