CSV Integration

Death Alerts Tied to
Rocket Matter Matters — Stop Manual Searching

Client death verification for firms on Rocket Matter. Upload your export — we match mattername, matternumber, and billing context, then monitor obituaries nationwide. When someone dies, you get an alert with matter number intact for time entries and file updates.

OAuth Coming Q3 2026: Direct API integration in development. CSV works now.

Enterprise firm with 50+ matters? Schedule a personalized demo

Rocket Matter

Rocket Matter

CSV Import Ready

// Detection Keys
{
  "platform": "rocketmatter",
  "detection_keys": [
    "mattername",
    "matternumber",
    "total_unbilled"
  ]
}
Format Auto-Detection recognizes your CSV instantly
ClioMyCasePracticePantherRocket Matter

Used by law firms nationwide16,000+ sources monitored dailyTrusted for probate & estate workflows

Rocket Matter won't alert you when a client dies—firms still rely on obituary Googling or family notice. Automate with this Rocket Matter integration → Does Rocket Matter track client deaths?, Rocket Matter vs manual obituary search, Rocket Matter probate automation workflow. See how lawyers verify death and probate case death verification requirements.

Who this integration is for

Billing-focused firms on Rocket Matter that need matter-number–linked death diligence — probate, estate, and collections teams especially.

Probate & estate attorneysFirms heavy on matter billingCollections & creditor practicesSmall and mid-size Rocket Matter usersTeams tracking mattername / matternumber

What happens when a death is detected (Rocket Matter workflow)

From CSV import to matter-attached audit — built around how Rocket Matter organizes matters.

1

Import with matter context

Upload a Rocket Matter export. We detect mattername, matternumber, and related fields so every watch stays tied to the right matter in your head and in exports.

2

Obituary alert on match

When a watched person appears in an obituary, you are notified. Review the match, then confirm — we log timestamps and sources for your audit trail.

3

Export to the matter file

Export death audit data with matternumber and mattername for re-import or attachment. Your Rocket Matter matter history reflects documented death verification.

See how it works

Illustrative example — your live dashboard reflects your real matters. See pricing · Integration details

Input
Matters & contacts as watches
Detection
16,000+ sources scanned 24/7
Report
Court-ready verification log
Match to review

John A. Smith

Possible obituary match — high confidence

Source: Memorial Gardens Funeral Home

Cleveland, OH · Published March 12, 2026

Matter: 2024-PROB-0892

Death verification summary

John A. Smith — Verified via Memorial Gardens Funeral Home

Watch started: Jan 8, 2026

Match detected: March 14, 2026 06:42 UTC

Confirmed by: Firm user (timestamped)

Source URL: …/obituaries/john-a-smith-2026

Export includes matter fields for re-import into your practice management system.

Example only. Live reports include full source links, match rationale, and timestamps suitable for court and compliance files.

Why Rocket Matter Firms Choose ObituaryMonitor

Matter-centric workflow meets death audit: matter numbers, billing context, and export back into your system.

Matter number and name in sync

We recognize mattername, matternumber, and total_unbilled so every watch ties to the right Rocket Matter matter. Death alerts show matter context for billing and file updates.

Billing-friendly audit trail

Death audit logs export with matter number and matter name so you can attach to the matter, log time, or re-import. Fits how Rocket Matter firms track matter-level activity.

Practice area mapping

Rocket Matter practice areas map to ObituaryMonitor case types. Probate, estate, and creditor matters get the right categorization for compliance and court-ready documentation.

Format Auto-Detection

Upload a standard Rocket Matter export. We detect mattername, matternumber, total_unbilled, and related headers automatically—no column mapping or templates.

OAuth coming for direct sync

Direct API integration is in development (targeting Q3 2026). CSV import and export work today with full matter-level tracking and native-format export.

Rocket Matter Integration Features

Full CSV support with intelligent format detection

CSV Auto-Detection

Our Format Auto-Detection engine recognizes Rocket Matter exports by 'mattername', 'matternumber', and 'total_unbilled' headers.

Matter Number Sync

Import matter numbers directly from Rocket Matter. Track death audits by matter for organized compliance.

Practice Area Mapping

Rocket Matter practice areas automatically map to ObituaryMonitor's probate categories for accurate monitoring.

Native Format Export

Export death audit logs in Rocket Matter-compatible format for direct re-import to your matter files.

How It Works

Rocket Matter–Native Detection & Export

We identify your export by Rocket Matter’s matter and billing fields, and export audit logs so they fit back into your matter workflow.

Detection keys

Our engine recognizes Rocket Matter CSV by these headers (among others):

mattername
matternumber
total_unbilled
practice_area
Export fields

Death audit exports include Rocket Matter–compatible fields for matter attachment or re-import:

matternumber
mattername
notes
first_name
last_name

How Rocket Matter Firms Use ObituaryMonitor

📁

Matter-level death tracking

Import contacts by matter from Rocket Matter. Death alerts show matternumber and mattername so you can update the matter file and log time in one place.

⚖️

Probate & estate compliance

Monitor beneficiaries, heirs, and creditors by matter. Court-ready audit logs export with matter number and notes for attachment to the Rocket Matter matter.

💰

Creditor and collections

Verify debtor death before collection action. Export death audits in Rocket Matter format so your matter history and billing stay in sync.

Rocket Matter Integration FAQs

How do I import from Rocket Matter?

Export your matters or contacts from Rocket Matter as CSV, then upload the file in ObituaryMonitor. Our Format Auto-Detection recognizes Rocket Matter exports by mattername, matternumber, total_unbilled, and other headers—no manual mapping needed.

Can I export death audit logs back into Rocket Matter?

Yes. Exports include matternumber, mattername, notes, and name fields in Rocket Matter–compatible format. You can attach the audit to the matter file or re-import for matter history.

How do you detect a Rocket Matter export?

Our engine looks for Rocket Matter’s characteristic column names (mattername, matternumber, total_unbilled, etc.). Upload your normal export and we recognize it automatically.

When will OAuth/direct API be available for Rocket Matter?

We’re developing direct API integration for Rocket Matter (targeting Q3 2026). CSV import and export work today with full matter-level tracking and native-format export.