Updates released today to the cloud-based practice management platform Rocket Matter add two notable features not previously available in the platform: a business intelligence module and customizable dashboards. Other enhancements include an improved contacts page and the ability to view documents stored in the application.
Rocket Matter labels its releases using names from Game of Thrones, and it is calling this one Winterfell, the name of the large castle that is the ancestral home of House Stark. Founder and CEO told me yesterday he considers it a major upgrade to Rocket Matter’s core feature set.
Rocket Matter Business Intelligence
Port is an advocate of law firms using lean methodology adapted from the manufacturing world to become more efficient and more profitable. Last year, he co-authored the American Bar Association book, The Lean Law Firm, which describes the methodologies he advocates.
Rocket Matter’s new business intelligence (BI) module allows firms to custom build a wide range of reports, in keeping with the lean methodology. A drag-and-drop module (or, as Port jokes to extend the Game of Thrones metaphone, a “dragon drop” module) allows lawyers, law firm administrators and other users to design custom queries across matters, activities, contacts and billable information.
To do this, a user goes to the report editor (see image above), where a list appears to the left of virtually every data field available within Rocket Matter (except custom fields). The user drags the desired fields to a Report Columns block in the editor to add them. A second block in the editor, Report Grouping, allows the user to group the report by particular individuals, such as lawyers or clients. A final block allows the user to apply filters, such as by dragging a “days since opened” field and setting a limiting range.
