Looking for a way to connect your Rocket Matter legal practice management system to an AI answering service? With Upfirst, you can automatically log calls, update contacts, and even trigger tasks or notes in Rocket Matter after every client call—no manual data entry required. Here’s how a Rocket Matter answering service integration with Upfirst works, the types of automations you can set up, and simple steps to get started.
What is Rocket Matter?
Rocket Matter is a legal practice management software designed for law firms. It helps attorneys and legal staff organize contacts, matters (cases), billing, time tracking, tasks, calendars, and notes all in one place. Rocket Matter is widely used by law firms of all sizes who want to streamline their operations, improve client communication, and reduce administrative overhead.
What can you do with Rocket Matter and Upfirst’s AI answering service?
Integrating Rocket Matter with Upfirst’s AI answering service unlocks powerful automations for law firms. Here are some practical ways you can use this integration:
1. Automatically create or update contacts after every call
How it works:
When a call comes in, Upfirst’s virtual receptionist collects custom information—like the caller’s name, phone number, email, and case type. After the call ends, a Zapier workflow (a “Zap”) automatically creates a new contact in Rocket Matter or updates an existing one with the caller’s details.
Why this matters:
No more copying notes or tracking down missed information. Every potential client or existing client’s inquiry is immediately logged in Rocket Matter, so your team can follow up without missing a beat.
2. Instantly log call notes and summaries to the right matter
How it works:
Upfirst AI provides a full transcript and summary of the call. You can set up a Zap to automatically create a Note in Rocket Matter and link it to the relevant Matter (case), using details collected during the call (like matter name or client email).
Why this matters:
You keep a complete record of every client interaction, which is crucial for legal compliance and client service. Plus, everyone on your team has instant access to call details.
3. Route urgent calls to the right team member
How it works:
Upfirst’s AI can be trained to spot urgent situations based on keywords or caller responses (e.g., “arrest,” “court date tomorrow,” “emergency”). With Zapier’s filters, you can set up a workflow to only create a high-priority Task in Rocket Matter for these urgent calls or even send an immediate notification to a specific attorney.
Why this matters:
You’ll never miss a critical call, and your team can respond quickly to emergencies—improving both client outcomes and firm reputation.
4. Automate follow-up tasks and reminders
How it works:
You can configure Upfirst to ask callers if they want to schedule a consultation or need follow-up. Based on their answers, Zapier can automatically create a Task or Event in Rocket Matter, assigning it to the right team member and including all call details.
Why this matters:
No more dropped balls or missed appointments. Follow-ups are handled automatically, freeing up your staff for higher-value work.
What actions can you trigger in Rocket Matter after our virtual receptionist answers a call?
With the Rocket Matter answering service integration, you can automate the following actions in Rocket Matter after every call handled by Upfirst:
- Create Contact
- Create Event
- Create Matter
- Create Note
- Create Soft Cost
- Create Task
- Create Timecard
These options give you full flexibility to log calls, update records, and streamline your law firm’s workflow.
How to connect Rocket Matter to Upfirst
Setting up your Rocket Matter virtual receptionist integration is quick and straightforward with Zapier. Here’s how to do it:
- Sign up for Zapier
If you don’t already have a Zapier account, sign up at zapier.com. - Connect Upfirst to Zapier
In Zapier, click “Create Zap.” Choose Upfirst as your trigger app and select the “Call Completed” trigger. Connect your Upfirst account. - Set Rocket Matter as your action app
For the action step, choose Rocket Matter. Pick the action you want (e.g., “Create Contact” or “Create Note”). - Map custom fields
Zapier will let you map data from Upfirst (like caller name, phone number, matter details, or answers to custom questions) into the correct fields in Rocket Matter. - Add filters or conditions (optional)
If you only want to take action on certain types of calls (e.g., urgent matters or new client inquiries), add a Filter step in your Zap. - Test and turn on your Zap
Run a test to make sure everything works as expected. Once you’re happy, turn on the Zap, and you’re set!
With this Rocket Matter answering service integration, your law firm can capture every client call, streamline intake, and keep your practice organized without the manual work. If you want to further customize your workflow, Zapier’s filters, delays, and conditional logic give you even more control. It’s a smarter, faster way to deliver great client experiences—day or night.
