Rocket Matter
Vetted Intake + Rocket Matter
For Rocket Matter, we confirm the contact and matter fields, permissions, and approved attachments before testing the handoff.
Vetted Intake → Rocket Matter
What can be mapped
→
A new contact and matter.
→
Injury type, incident date, and attorney-review flag.
→
Conflict-check result and intake summary.
→
Transcript and, when recording is enabled and permitted, audio as approved records.
Rocket Matter → Vetted Intake
What can be used
←
Availability for booking.
←
Contact and matter status.
←
Assignment and routing.
How the integration works
1
Confirm access
We confirm the supported Rocket Matter connection method and permissions with your firm.
2
Map your fields
We map intake to your Rocket Matter fields.
3
Test the delivery
The firm tests the approved contact and matter workflow before go-live.
Connection to confirm during scoping: Rocket Matter API support, permissions, contact fields, and matter fields.
Other integrations
Move a qualified intake into Rocket Matter for follow-up.
For Rocket Matter, scoping confirms contact and matter fields, permissions, and approved attachments.
Book a call →