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Rocket Matter User Management Guide

Manual workflow

How to add, remove, and manage users with operational caveats that matter in production.

UpdatedMar 16, 2026

Summary and recommendation

Rocket Matter user management can be run manually, but complexity usually increases with role models, licensing gates, and offboarding dependencies. This guide gives the exact mechanics and where automation has the biggest impact.

Rocket Matter is a legal practice management platform with four pricing tiers (Essentials, Pro, Premier, and Elite) and a per-user, per-month billing model.

Like every app that lacks native SCIM, it relies on manual administrator action for user provisioning and deprovisioning.

Role-based access controls are confirmed at the feature level, though granular permission configuration is not publicly documented.

Quick facts

Admin console pathAdministrator login at app.rocketmatter.com, then firm/account settings and the users or team-members area.
Admin console URLOfficial docs
SCIM availableNo
SCIM tier requiredUnknown
SSO prerequisiteNo

User types and roles

Role Permissions Cannot do Plan required Seat cost Watch out for
Administrator Full account access including billing, user management, firm settings, and all matter data. Same per-seat rate as standard users; tier-dependent pricing applies. Specific permission boundaries for Administrator vs. standard user not publicly documented in granular detail.
Standard User (Attorney/Staff) Access to matters, time tracking, billing, documents, and calendar as configured by administrator. Cannot access firm-wide billing settings or manage other users without administrator role. $49–$129/user/month depending on plan tier. All billable seats count toward per-user pricing regardless of usage level.

Permission model

  • Model type: role-based
  • Description: Rocket Matter publicly references role-based access controls. Granular permission configuration details are not fully documented in publicly accessible help articles.
  • Custom roles: Unknown
  • Custom roles plan: Not documented
  • Granularity: Not publicly documented at field or object level. Role-based controls confirmed at feature level.

How to add users

  1. Log in to Rocket Matter at app.rocketmatter.com as an Administrator.
  2. Navigate to firm/account settings (exact menu path not publicly documented).
  3. Locate the Users or Team Members section.
  4. Enter the new user's email address and assign a role.
  5. Send invitation; new user completes account setup via emailed link.

Required fields: Email address, Role assignment

Watch out for:

  • Each added user increases the per-seat billing count immediately upon invitation acceptance.
  • 3-month minimum subscription commitment applies to the account; seat additions mid-cycle billing behavior is not publicly documented.
  • Exact menu path for user invitation is not confirmed in publicly accessible documentation.
Bulk option Availability Notes
CSV import Unknown Not documented
Domain whitelisting No Automatic domain-based user add
IdP provisioning Unknown Not documented

How to remove or deactivate users

  • Can delete users: Unknown
  • Delete/deactivate behavior: Official documentation does not publicly describe whether user accounts can be permanently deleted or only deactivated. Behavior is unconfirmed from publicly accessible sources.
  1. Log in to Rocket Matter as an Administrator at app.rocketmatter.com.
  2. Open the firm or account settings area and locate the users or team-members section.
  3. Select the departing user and use the available deactivate, archive, or remove action exposed in the tenant.
  4. Confirm the change and verify seat-release and data-retention behavior with Rocket Matter support because public docs do not describe the exact offboarding semantics.
Data impact Behavior
Owned records Not documented
Shared content Not documented
Integrations Not documented
License freed Not documented

Watch out for:

  • Deactivation vs. deletion behavior is not publicly documented; contact Rocket Matter support to confirm data retention and seat release policies.
  • Given 3-month minimum subscription terms, mid-cycle seat removal billing impact is not publicly confirmed.

License and seat management

Seat type Includes Cost
Full User Seat Access to all features included in the subscribed plan tier. $49/user/mo (Essentials), $79/user/mo (Pro), $99/user/mo (Premier), $129/user/mo (Elite)
  • Where to check usage: Not documented
  • How to identify unused seats: Not documented
  • Billing notes: Per-user, per-month pricing across four tiers. 3-month minimum subscription applies. No publicly documented free viewer or limited-access seat type. Annual billing options not confirmed in publicly accessible pricing documentation.

The cost of manual management

Each new hire requires an administrator to manually invite the user, assign a role, and verify billing impact, since every accepted invitation immediately increments the per-seat count. Offboarding is riskier: deactivation versus deletion behavior is not publicly documented, so confirming data retention and seat release requires a support contact.

Mid-cycle seat removal billing is also unconfirmed, which makes cost control harder to predict under the 3-month minimum subscription commitment.

What IT admins are saying

Community evidence is not specific enough to quote or summarize yet for this app.

The decision

When every app in your stack requires manual lifecycle management, the cumulative overhead becomes a governance risk - Rocket Matter adds to that burden rather than reducing it. SAML 2.0 SSO is available via third-party IdPs (Okta, Entra ID, OneLogin), which can gate authentication, but it does not automate provisioning or deprovisioning.

Firms managing frequent headcount changes should factor in the support dependency and the 3-month minimum commitment before scaling seats.

Bottom line

Rocket Matter delivers core legal practice management with role-based access and SSO authentication support, but its user lifecycle tooling is manual end-to-end. Provisioning, deprovisioning, and seat billing all require administrator action or support contact, with no publicly documented automation path.

For firms where access governance and audit-readiness matter, that gap is a real operational cost that compounds with every app managed the same way.

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UpdatedMar 16, 2026

* Details sourced from official product documentation and admin references.

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