Rocket Matter (a ProfitSolv company) is a cloud-based legal billing and practice management platform. Its Terms of Service govern how billing records, time entries, client trust accounts, and AI-assisted billing review tools handle confidential financial data. DriftPatrol tracks rocketmatter.com/legal/terms continuously.
| Section | What it says | Why it matters |
|---|---|---|
| §3 | Financial Data — Trust account records | Trust account balances, IOLTA transaction records, and client payment data are stored in Rocket Matter's cloud infrastructure. Financial data is subject to the same liability cap as other data types — no separate financial data insurance provision in standard terms. Monitor |
| §6 | AI Billing Review — ProfitSolv AI suite | Rocket Matter's AI billing review (part of ProfitSolv platform) flags potential billing entries for ethical review. ProfitSolv states billing data is not used for cross-customer AI training. Verify sub-processor list for AI inference infrastructure. Note |
| §10 | Liability Cap — 3 months of fees | Aggregate liability capped at 3 months of subscription fees. The lowest cap in the legal tech sector — particularly risky for a platform holding trust account data. Risk |
| §13 | Data Portability — CSV and PDF export only | Data export is limited to CSV and PDF formats. No full database dump or API-based migration path in standard terms. Switching platforms requires manual reconstruction of billing history. Note |
| §18 | Governing Law — Florida, USA | Governed by Florida law. Arbitration for disputes under $100,000. Litigation in Broward County for disputes over $100,000. Note |
Get a plain-English brief the day any of these clauses change. Audit trail to the second.
See plans →Tracked URL: https://www.rocketmatter.com/legal/terms/ · Last known update: Aug 7, 2025 · Informational only — not legal advice.
