Integration

    Rocket Matter and Volty

    Family law and general practice firms on Rocket Matter let Volty route client questions about court dates and invoices to the right attorney or accounts colleague.

    Talk to VoltyFree trial

    Updated

    When is the hearing

    A client asks about court. Volty brings in the attorney.

    AW

    Angela Washington

    WhatsApp · Client

    Hi, when is my next court date for the custody case? Do I need to be there?
    VoltyHi Angela, David will confirm your court date and whether you need to be there. I've sent him your question.
    DavidHi Angela, your hearing is Thursday 19 November at 9am, Family Court, Room 4B. Yes, please attend. Let's meet at 8:30 outside the courtroom.

    What Volty does with Rocket Matter

    Rocket Matter is cloud legal practice management and billing software. We did not find public documentation for its API, so any access is arranged with Rocket Matter for your firm. Volty's part here is the hand-off: a client asking about a court date or an invoice on WhatsApp, web chat or email is passed to the attorney or accounts colleague you assign, and told who will reply.

    • Court date questions to the attorney

      The attorney on the matter confirms the date and whether the client attends.

    • Invoice questions to accounts

      Billing questions go to the colleague who handles accounts, with the invoice number given.

    • Clients told who has it

      Volty tells the client who will reply and roughly when.

    • No legal advice

      Volty gives no legal advice; anything legal goes to the attorney.

    A busy law office with exposed brick, law books and plants, where colleagues talk by the shelves while others work at monitors.
    Attorneys keep billing hours. Volty routes the client questions to them.

    What this bill covers

    A client asks about an invoice. Volty passes it to accounts.

    CH

    Craig Hoffman

    Gmail · Client

    I got an invoice for $1,860. What does it cover?
    VoltyHi Craig, I've passed this to Teresa in accounts with your invoice amount. She'll send the itemized version and answer any questions.
    TeresaHi Craig, the itemized invoice 4471 is attached. Most of the 6.2 hours in October went to the lease dispute response.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Client question to the right person

    1. When

      A client writes in

      A court date or a bill

    2. Step 1

      Sorts the question

      Legal to the attorney, billing to accounts

    3. Step 2

      Hands it over

      With the client's own words

    4. Step 3

      Tells the client

      Who will reply

    A young woman in a beanie and denim jacket reading her phone at a cafe table by the window.
    Billing questions go straight to the accounts colleague.

    How Volty connects to Rocket Matter

    We did not find public API documentation for Rocket Matter, so API access is arranged with Rocket Matter for your firm. What Volty reads is limited to what Rocket Matter allows and you agree.

    1. 01

      Arrange API credentials

      Voltade requests access for your firm's Rocket Matter account.

    2. 02

      Agree what is read

      Which records, if any, Volty reads, as Rocket Matter allows.

    3. 03

      Approve in Volty

      An admin turns the connection on once.

    4. 04

      Set the switches

      Any tool that would change a matter starts Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Read the matter records Rocket Matter sharesReads

    Reading tools can be turned on straight away. Anything that changes Rocket Matter starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    How does Volty get access to Rocket Matter?

    We did not find a public, self-serve API key for Rocket Matter, so access is arranged with Rocket Matter for your firm's account. During setup we agree what, if anything, Volty reads, within what Rocket Matter allows, and an admin approves the connection in Volty before it goes live.

    Will Volty tell a client whether to attend a hearing?

    No. Volty passes the question to the attorney on the matter, who confirms the date, time and whether the client needs to attend. Volty tells the client who will reply. It does not give legal advice; the attorney does.

    Can clients ask what an invoice covers?

    Yes, through your team. Volty passes the question and invoice amount to the colleague who handles accounts, and that colleague sends the itemized invoice. Billing disputes and payment plans stay with your firm, because those are your decisions.

    How much does it cost to connect Rocket Matter with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026