# Rocket Matter and Volty

> Clients ask on WhatsApp when the hearing is or by email what a bill covers, and Volty passes it to the attorney or accounts colleague on Rocket Matter.

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.

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Updated 2 Nov 2026

## 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?

Volty Hi Angela, David will confirm your court date and whether you need to be there. I've sent him your question.

David Hi 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.

Connects with

Arranged with Rocket Matter for your firm

Volty reads

Only what Rocket Matter and your firm agree

Volty can change

None until agreed, then Off by default

Setup

The Volty team, with your office manager

Category

Finance, legal & insurance

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?

Volty Hi Craig, I've passed this to Teresa in accounts with your invoice amount. She'll send the itemized version and answer any questions.

Teresa Hi 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

- When · A client writes in · A court date or a bill
- Step 1 · Sorts the question · Legal to the attorney, billing to accounts
- Step 2 · Hands it over · With the client's own words
- Step 3 · Tells the client · Who will reply

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.

- 01 · Arrange API credentials · Voltade requests access for your firm's Rocket Matter account.
- 02 · Agree what is read · Which records, if any, Volty reads, as Rocket Matter allows.
- 03 · Approve in Volty · An admin turns the connection on once.
- 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 shares · Reads

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.

## Related integrations

- Smokeball Finance, legal & insurance
- Lawmatics Finance, legal & insurance
- Docketwise Finance, legal & insurance
- QuickBooks Accounting & ERP
- Gmail Email

All integrations

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## Links

- [Finance, legal & insurance](https://voltade.com/integrations?category=finance)
- [SmokeballFinance, legal & insurance](https://voltade.com/integrations/smokeball)
- [LawmaticsFinance, legal & insurance](https://voltade.com/integrations/lawmatics)
- [DocketwiseFinance, legal & insurance](https://voltade.com/integrations/docketwise)
- [QuickBooksAccounting & ERP](https://voltade.com/integrations/quickbooks)
- [GmailEmail](https://voltade.com/integrations/gmail)
- [All integrations](https://voltade.com/integrations)
