FileInvite vs Rocket Matter

Side-by-side comparison of features, reviews, pricing and more

FileInvite

Category: Documentation Tool
Industries: Marketing, Business, Education

Pricing

Lite

$29/ month

10 Invites / month

Pro

$49/ month

25 Invites / month

Multi

$99/ month

75 Invites / month

Rocket Matter

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

Essentials

$39.00

1 User Per Month

Pro

Starting at $59.00

1 User Per Month

Premier

Starting at $89.00

1 User Per Month

20M+ Downloads
5/5

#1 in Magazines & Newspapers

Speechify is the #1 audio reader in the world. Get through books, docs, articles, PDFs, email – anything

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Sir Richard Branson

FileInvite reviews

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.

- Pawan M. Executive Consultant

I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.

- Valentina H. Administrator

Very easy to work with, excellent customer service and always available when needed.

- Renee G. Finance Broker

Rocket Matter reviews

Keep track of them. TEMPLATES! Based on the kind of law you practice. CONTACTS! Let's say you have an adjuster saved as a contact, he calls to settle a case, then you're able to see all cases with him and discuss all.

- Oswaldo H. General Manager

Ease of use and setup. Customer service has been great and responsive. Also the cost for what it does is reasonable.

- Aaron G. Managing Partner

Their support desk employees are responsive when you call them for support, but their development side is sorely lacking. Overall, how good is it? My old firm developed our own in-house software in the late 1990s that still out performs Rocketmatter.

- James D. Attorney

Pros & cons

FileInvite

Pros
The way we are able to communicate through the software is also awesome
I do recommend this file to all business owners, you will always need this type of software
I found using this platform to be secure and allows us peace of mind during document transfers
The templates are great and a file invite takes me no longer then 5 minutes to do
I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for
What good is having a system if your customers and staff don't use it
File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion."

Cons
Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be
Set it and forget it -- and still get what you need
The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly
Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it."

Rocket Matter

Pros
Overall it's a good product that I'm happy to continue using
Overall, Rocket Matter combines the best features of case management software at a more affordable rate than their competitors
I love that all the information can be found under the client matter
Rocket Matter has been excellent for our firm and it allows us to maintain excellent billing practices while maintaining everything in an organized fashion."

Cons
I found the application to be over-simplified and somewhat childish
This application is really geared for a younger set
I have not seen anything so far that caused discomfort while using RM
If the clients owe for different things, It gets confusing separating the amounts once they are added together
Reports functions are limited
Company lags behind on Ad In integration with Microsoft Products."

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4.6/5

20M+ downloads

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