Legal Integration

Best AI Assistant for Rocket Matter

Carly is an AI assistant that connects to Rocket Matter so you can log time entries, create contacts and matters, add expenses, and check billable hours — all by email or text. No opening Rocket Matter between court, calls, and client meetings.

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What Carly can do with Rocket Matter

Log time entries the moment work ends

Text Carly the matter, the duration, and a one-line description right after a call or task and she creates the time entry in Rocket Matter against the correct matter. No timer, no app.

Open contacts and matters on intake

Email Carly a new client's details and she creates the contact and opens the matter in Rocket Matter so you can start capturing time immediately.

Record expenses as you incur them

Paid a filing fee, court reporter, or expert? Tell Carly the amount and matter and she logs the expense in Rocket Matter so it lands on the next invoice.

Check billable hours on demand

Ask Carly how much time you've logged on a matter or for a client this month and she pulls the total from Rocket Matter — useful before a status call or a budget check.

Why small-firm attorneys are using AI to run Rocket Matter

Rocket Matter is cloud practice management and billing built for small firms that bill by the hour. It tracks contacts, matters, time entries, and expenses so nothing billable slips through the cracks. The hard part isn't the software — it's capturing time the moment work happens. A ten-minute call, a quick email to opposing counsel, a document review between meetings — that time is real money, and it disappears if you wait until end of day to log it.

An AI tool for Rocket Matter should let you record time the second you finish the task, from wherever you are, without opening a timer or clicking into a matter. When logging a time entry takes as long as sending a text, your hours stay complete and your invoices stay accurate. When it means stopping to log into the app, entries get rounded down or forgotten.

How Carly works as your AI Rocket Matter assistant

Carly connects to your Rocket Matter account through its API. Once connected, you manage your matters, contacts, time, and expenses over email or text — like having a legal assistant who keeps your billing system current in real time.

Just wrapped a client call? Text Carly the matter name, the minutes, and a short description and she logs the time entry against the right matter in Rocket Matter. Took on a new client? Email Carly the details and she creates the contact and opens the matter. Paid a filing fee or expert out of pocket? Tell Carly and she records the expense so it flows onto the next invoice. Want to know how many hours you've billed a client this month? Ask, and she pulls the total.

Because Carly works from outside Rocket Matter, she can cross-reference your matter data with your email and calendar. She can tie a time entry to a meeting on your schedule or pull a client's latest correspondence alongside their matter.

Who uses Carly with Rocket Matter

Solo and small-firm attorneys who bill hourly and lose real revenue every time an entry goes unlogged. Litigators who spend their days in court or on calls, not at a desk with a timer running. Attorneys who want to capture time contemporaneously — the way bar associations recommend — without breaking focus to open the app. If your firm runs on Rocket Matter but your realization rate suffers from time that never gets recorded, Carly closes that gap from your phone.

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How to connect Rocket Matter to Carly

1

Sign up for Carly

Create your account in under 2 minutes.

2

Connect Rocket Matter

Authorize the Rocket Matter integration from your Carly dashboard. One click, and you're connected.

3

Start giving instructions

Email or text Carly with what you need done in Rocket Matter. She handles the rest.

Automate Rocket Matter in 2 minutes

No complex setup. No code. Just tell Carly what you need.

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Frequently asked questions

What is the best AI tool for Rocket Matter?

Carly is an AI assistant that connects to Rocket Matter and lets you log time entries, create contacts and matters, record expenses, and check billable hours — all by email or text. She works from outside Rocket Matter so you can capture time contemporaneously from court, the car, or a client meeting without opening the app.

Can AI log my time entries in Rocket Matter?

Yes. Text or email Carly something like "log 0.4 hours to the Delgado matter for a client call" and she creates the time entry against the right matter in Rocket Matter within seconds. Capturing time the moment work ends means fewer lost hours and a higher realization rate.

How does Carly connect to Rocket Matter?

In your Carly dashboard at carlyassistant.com/integrations, connect Rocket Matter with your API key. Once connected, Carly can log time entries, create contacts and matters, record expenses, and pull billing data from your Rocket Matter account.

Can Carly create new matters and contacts in Rocket Matter?

Yes. Email Carly a new client's name and details and she creates the contact and opens the matter in Rocket Matter, so you can begin logging time and expenses against it right away.

Can Carly tell me how many hours I've billed a client?

Ask Carly for the total time logged on a matter or for a client this month and she pulls it from Rocket Matter and sends it to you by email or text — handy before a status update or a budget check.

Is Carly different from Rocket Matter's built-in features?

Yes. Rocket Matter's timers and billing tools live inside the platform and require you to open it and click into a matter. Carly is an external assistant you email or text — she lets you log time, expenses, and matter updates from anywhere without logging in. She also connects Rocket Matter to 200+ other tools.

Ready to automate your busywork?

Carly schedules, researches, and briefs you—so you can focus on what matters.

See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR