Rocket Matter Integration · On the roadmap
Estate planning drafting alongside Rocket Matter, on the integration roadmap.
Statular is estate planning-specific drafting and workflow software. A direct Rocket Matter integration is on Statular's roadmap. Firms running Rocket Matter today often use Statular alongside it for estate planning intake, document automation, and client portal workflows.
Rocket Matter
Coming soonPlanned support for estate planning firms that use Rocket Matter for practice management.
- Estate planning intake and matter interviews in Statular
- Document automation for trusts, wills, powers, and supporting documents
- Secure client portal for questionnaires and document exchange
- Rocket Matter remains the firm's matter and billing system of record
- Direct Rocket Matter sync is on the integration roadmap
How firms use this today
Estate planning workflow alongside Rocket Matter
01
Today
Run Rocket Matter as the firm's practice management system while Statular handles the estate planning drafting layer.
02
Roadmap
Rocket Matter client and matter sync is on Statular's integration roadmap. Sales can discuss timing for firms that need it prioritized.
03
Available today
Statular's available practice management integration today is Clio. Firms with flexibility on practice management software often choose Clio alongside Statular.
Why this combination
- Estate planning drafting workflows are not the same as general matter management
- Firms can adopt Statular without leaving Rocket Matter
- Planned sync aims to reduce duplicate client and matter setup
Available integration today
Statular's available practice management integration today is Clio, with two-way client and matter sync. The Rocket Matter integration is on Statular's roadmap.
Read about the Clio integrationQuestions
Common questions about Rocket Matter and Statular
Does Statular integrate with Rocket Matter today?
A direct Rocket Matter integration is on Statular's roadmap. The currently available practice management integration is Clio. Firms running Rocket Matter often pair it with Statular while the direct integration is in development.
Can I draft estate planning documents in Statular while using Rocket Matter?
Yes. Statular's drafting and client portal workflows do not require a practice management integration. Direct Rocket Matter sync is planned for a future release.