Consultation requests arrive on every channel, while the matter still lives in a diary.

Rocketly is a CRM layer for enquiry handling and client communication: first-consultation requests from connected channels attach to a record, client and matter are kept separately, the power of attorney and document checklist is tracked, hearing and deadline reminders are scheduled and firm workload becomes reportable. Court portals, bar systems and enforcement software keep running in parallel.

No. Rocketly does not file cases, does not submit anything to judicial systems and does not take over enforcement software. Those systems keep being used at the firm exactly as before. Rocketly’s scope is answering enquiries, keeping client communication in one history, tracking documents and tasks, and giving the firm internal visibility over who is doing what.

No. Rocketly is communication and process software; it produces no assessment of a matter’s outcome, its likelihood or how long a decision will take. AI provides assisting output only: conversation summaries and reply drafts based on your knowledge base. Legal assessment, strategy and what the client is told belong to the responsible lawyer, and the final review of client-facing text stays with your firm.

Dates are entered on the matter record by the firm, and then you define a workflow: a trigger (the date approaches), a condition (the matter is active) and an action (reminder, preparation task or notification). Workflow Builder ships with 55 templates and offers 46 trigger types. Calculating periods and judging their legal effect remains with the lawyer.

You define a document list per matter type — power of attorney, identity copy, contract, service document. The list attaches to the matter record as a document template; arriving papers are filed against it and each outstanding item opens a task for the responsible lawyer. Which client still owes which document appears in one list instead of a separate notebook.

Access is role-based: you define which user sees which client and matter record, conversation and report, and access can be narrowed for trainees and administrative staff. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Internal permission design, retention periods and professional secrecy decisions remain your firm’s responsibility.

Rocketly does not generate promotional messages and reach out to prospective clients by itself. AI only prepares a draft; the wording, the recipient and the timing are decided at the firm. That means your practice determines whether any outbound text complies with the professional rules and advertising restrictions that apply to you. In practice many firms only build reply flows for enquiries that already reached them.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, title, phone, email, file number and custom fields. Checking the mapping with a small sample file before the full import is recommended. Your records in judicial systems stay where they are; only the communication, document and task side moves into Rocketly.

Yes. There is a permanently free plan and no credit card is requested. AI reply drafts, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. Most firms start with one channel, the enquiry stages and hearing reminders before widening the setup.