Scale Your Law Firm with A CRM That Works - Built for Real Attorneys

RocketPro CRM and Lead Gen

Pre-built legal workflows automate retainers, e-signatures, payment collection, case updates, and recurring tasks.

Ready to streamline your firm’s entire client journey from first contact to paid client?

Scale Your Law Firm with A CRM That Works - Built for Real Attorneys

Pre-built legal workflows automate retainers, e-signatures, payment collection, case updates, and recurring tasks.

Ready to streamline your firm’s entire client journey from first contact to paid client?

Trusted by estate-planning, probate, family law and PI firms.

RocketPro CRM and Lead Gen

Trusted by estate-planning, probate, family law and PI firms.

Your firm is losing matters in the cracks between tools.

RocketPro replaces disconnected tools with one system designed specifically for how attorneys work.

Slow or inconsistent follow-up

Leads sit in inboxes, and by the time someone follows up, the prospective client has already hired another firm.

Disjointed intake & calendars

Calendly here, forms there, no clear pipeline and no way to see where each matter is in the process.

Retainers and payments fall through

Clients say "yes", but never sign or pay because there’s no automated follow-up tied to your retainer and LawPay links.

Replace Your Entire Tech Stack With One Platform

Save time, simplify operations, and cut hundreds to thousands per month by consolidating calendars, forms, email, and workflows into one legal CRM.

Stop Paying for Separate Tools

Most law firms juggle separate tools for calendars, email, workshops, forms, and follow-up. RocketPro replaces them with one system designed specifically for how attorneys work, saving you hours per week and over $1,000/month in software costs.

Automate intake & appointment booking

Collect retainers, signatures & payments

Centralize all client communication

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Solutions That Drive Real Results

Custom Integrations

Sync RocketPro with Clio, LawPay, Google Calendar, WhatConverts, and more to build a connected system for intake, matters, and billing.

E-Sign & Payments

Send engagement letters and fee agreements with one click, then collect retainers and payments via text or email in seconds.

Automated Workflows

Use fully customizable workflows for each practice area to assign tasks, send reminders, & nurture meaningful customer relationships.

Lead Management

Capture leads from your website, ads, referrals, landing pages, and phone calls — route them to the right attorney or paralegal instantly.

Custom Strategies

Tailored communication plans to match your brand’s unique goals and amazing audience.

Seasonal Campaigns

Leveraging seasonal trends to boost visibility and with amazing audience engagement.

Event Promotion

Creating impactful PR campaigns that elevate your events and amazing brand image.

Media Relations

Building strong media connections for effective and amazing memorable brand stories.

Designed for the way different attorneys actually work.

Whether you’re hosting estate planning workshops, handling contested probate, managing high-conflict family law matters, or running PI campaigns,
RocketPro adapts to your practice.

Estate Planning

Streamline wills, trusts, intake forms & signing workflows.

Automate document requests, consultation scheduling, and retainer signing for families planning their future.

Probate

Manage probate intake, deadlines, and communication with ease.

Automated follow-ups, document collection, and court-required timeline reminders keep your cases on track.

Family Law

Simplify consultations, case updates, and ongoing client communication.

Automate reminders, agreements, payment plans, and evidence-collection workflows.

Personal Injury

Track leads, appointments, updates & settlement pipelines.

Automated follow-ups, PI-specific intake forms, and settlement workflow templates built in.

Everything Your Law Firm Needs — Built In

A done-for-you intake, follow-up, and retainer system for your firm. We’ve prebuilt workflows specifically for estate planning, probate, family law, personal injury, and more, so you can plug in your firm and go.

RocketPro for insurance agents

Attorney intake & calendars

Multi-step intake forms for every practice area plus multiple consult calendars (free, paid, Zoom, in-office) tied directly to your pipelines.

RocketPro for insurance agents

Follow-up & nurture that never forgets

Automated SMS and email for new leads, missed calls, no-shows, and retainer follow-up, so every prospect hears from you fast.

RocketPro for insurance agents

E‑Sign & Retainers

Send engagement letters and fee agreements with one click, get them e‑signed, clients can sign & pay from their phone in seconds.

RocketPro for insurance agents

Workshops, seminars & webinars

End-to-end event automation, from registration pages and reminders to post-event follow-up that turns attendees into retained clients.

RocketPro for insurance agents

Client Communication

RocketPro centralizes every conversation so your firm never loses context. Manage all client interactions through SMS, email, and voice calls from one unified platform.

RocketPro for insurance agents

Reviews & referrals on autopilot

Automatically request Google reviews after matters close and build simple referral workflows for your happiest clients and attorneys.

Firms using RocketPro book more consults and close more retainers.

Because every stage from first click to paid client is mapped and automated.

RocketPro isn’t generic CRM software. It’s designed around legal processes — court dates, matter tracking, retainer management, and client communications.

Don’t Take Our Word for It

What Attorneys Are Saying...

"Best Tool In My Toolbox"

“Before RocketPro, we had separate tools for email, calendars, and workshops. Now everything flows into one intake pipeline. No-shows are down, and our estate planning workshops convert far better.”

Estate Planning • Law firm

"Best software!"

“What I care about is simple: when someone reaches out, they get a fast and professional response. RocketPro’s automations make sure that happens even when the team is in court all day.”

Family Law Attorney • Solo practitioner

"A Game-changer for Law Firms"

“We love how RocketPro handles reminders, follow-ups, and reviews. Our calendar is fuller, our no-shows are lower, and the team spends far less time chasing people.”

Owner • Family Law & PI Practice

One subscription instead of a stack of disconnected tools.

One subscription instead of a stack of disconnected tools.

RocketPro comes with every tool attorneys need, pre-integrated and ready to use.

✓ Lead Intake & Forms

Custom conditional logic forms & Surveys. No more Typeform

✓ Multi-Attorney Calendars

Shared scheduling + intake triggers. Replace Calendly

✓ Email & SMS Marketing

Replaced by built-in email campaigns, Say goodbye to Mailchimp

✓ Legal Automations

No-shows, retainers, reviews, missed calls. All automated

✓ Payment Processing

LawPay integration for retainers and invoices.

✓ Landing Pages & Funnels

Attorney-specific templates. Replace ClickFunnels.

✓ Enhanced API Access

integrate with any tool you already use

✓ CRM Pipelines

Centralized dashboard for all leads and cases.

✓ Event Management

Seminars, workshops, RSVP, auto-follow-ups.

Multi‑Channel Campaigns

Keep potential clients warm with automated email and SMS sequences

✓ Customer Segmentation

segmentation to deliver personalized messages by practice area

✓ Business Phone System

A2P compliant calling + SMS from one platform.

Count on great support

We back your firm with onboarding, training, and ongoing support so your team feels confident using RocketPro every day.

Integrate with your website

Migrate from your previous software

Customize automation tools to fit your firm’s workflows

We also offer comprehensive training to make sure your team feels comfortable and confident using our CRM tools to maximize your firm’s potential.

RocketPro Helps You Succeed

If you're ready to grow your law firm and gain more long-term clients, connect with us.

Ready to Consolidate Your Attorney Stack?

Join 1,000+ attorneys using RocketPro to automate their practice.

Integrates With Your Favorite Tools

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Law Firms - Frequently Asked Questions

Is RocketPro only for specific practice areas?

RocketPro is optimized for consumer‑facing legal practices such as estate planning, probate, family law, and personal injury. However, the workflows and automations are flexible enough to adapt to other practice areas, and your firm can customize intake forms, pipelines, and communication sequences to match your process.

Rocketpro lets you streamline:

Client intake
Client communications
Client management
Document management
Lead generation
Lead management and tracking
Scheduling and follow-up
Revenue tracking
Project management


Many general-purpose CRM tools are on the market, but few cater specifically to law firms. Our CRM, client intake software, and digital marketing tools are comprehensive, all-in-one solutions designed to serve legal professionals’ unique needs.

Can RocketPro replace tools like Calendly, Mailchimp, and Lawmatics?

Yes. RocketPro includes smart calendars for booking consultations, marketing automation for email and SMS nurture, and legal‑ready CRM pipelines so you can eliminate multiple subscriptions and manage everything in one place.

Rocketpro gives you the ability to:

1. Track potential clients as they move through your sales pipeline.
2. Provide an efficient and personalized onboarding experience.
3. Manage clients and build positive client experiences with automated marketing, client follow-up, and even document management.


In addition, our CRM system includes robust marketing automation and analytics tools to help your firm improve lead generation and better assess your client intake workflows per user and marketing spend.

We can help you position your law firm for rapid growth.

Does RocketPro integrate with my existing case management system?

RocketPro can integrate with popular tools like Clio, LawPay, QuickBooks, and communication platforms such as Gmail, Outlook, and Zoom. This helps keep intake and case data aligned without forcing your firm to abandon systems that are already working.

Paralegals: Rocketpro help paralegals schedule appointments, manage documents, and send files for eSignatures more efficiently and with less hassle.

Attorneys: Your firm’s attorneys can use Rocketpro to track the status of clients and manage matter details throughout the sales pipeline, build client intake forms that identify qualified leads, and assign tasks to other attorneys and staff members.

Marketing: Whether you rely on in-house marketing or work with a marketing firm, you’ll want to track progress on your goals. The reporting and analytics tools included in Rocketpro can help you identify target audiences and practice areas and understand your marketing ROI. Digital marketing automation tools allow you to nurture leads and increase touches with clients through automated drip campaigns.

Partners and firm owners: Run business intelligence reports to gather revenue insights overall and per user to make data-driven decisions about growing your firm. Customizable reports allow you to zero in on the data that matters for your business right now.

Because RocketPro offers cloud-based system, your team members can benefit from it any time they have an internet connection, whether they’re in the office, working remotely, or on the go.

How long does it take to get up and running?

Most firms are able to launch a functional RocketPro setup—including core intake forms, scheduling, and basic workflows—within a few days. More advanced automations and multi‑practice setups can be layered in over time with support from our onboarding team.

Is RocketPro secure and compliant for legal use?

RocketPro is designed with law firm requirements in mind, including secure data handling, role‑based access, and privacy controls. Your firm maintains control over who sees what, and client communication is centralized for easier oversight and risk management.

Do you offer a free version?

At this time, there is no free version for RocketPro. We offer competitive pricing, flexible annual and monthly fees, and the option to schedule a free demo, allowing you to explore all of RocketPro’s functions before signing up for a full subscription.

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