Rocket Matter + Levitate Integrations, Built by an AI Agent
Put Rocket Matter + Levitate to work with AI and enterprise-grade automation
Learn more about Rocket Matter integrations or talk to a human
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Workflows you can build between Rocket Matter and Levitate
See the kind of workflows teams build with Rocket Matter and Levitate below — describe the exact one you want above and the Agent builds it on demand.
Rocket Matter + Levitate
When a new matter is created in Rocket Matter, sync contact and matter info to Levitate.
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Open matters for retained clients
When a deal is won in Levitate, create a matter in Rocket Matter.
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Sync intake leads
When a new lead comes in via Rocket Matter, create a contact in Levitate.
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Update clients on case changes
When a case is updated in Rocket Matter, update the contact in Levitate.
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Browse the full workflow library →
Looking to achieve something else with Rocket Matter and Levitate?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Rocket Matter and Levitate
Everything Rocket Matter and Levitate can do inside a workflow — the triggers that start one and the actions that run when it fires.
Rocket Matter Explore Rocket Matter →
Rocket Matter is a cloud-based legal practice management software offering case tracking, timekeeping, billing, and customer relationship management for law firms.
TriggersTriggers when a new contact is created in the firm.
Triggers when a new event is created in the firm.
Triggers when a new invoice is created in the firm.
Triggers when a new invoice payment is received by the firm.
Triggers when a new matter is created in the firm.
Triggers when a new note is created in the firm.
Creates a new contact.
Creates a new Event.
Creates a new matter.
Creates a new note.
Creates a new soft cost.
Creates a new task.
Levitate Explore Levitate →
A relationship management tool built to help small businesses maintain authentic communication with clients.
ActionsCreates or updates a Contact in Levitate
Creates a new Donation in Levitate
Creates or updates a policy in Levitate.
Other Legal Practice apps on Knit
Explore more Legal Practice integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Case Status
Case Status is a client engagement platform for legal practices that provides mobile case updates and automated messaging.
Clio
Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.
CosmoLex
CosmoLex is a cloud-based legal practice management software incorporating legal billing, trust accounting, and client relationship management.
Gavel
A document automation and legal workflow builder that allows users to create automated document generation systems.
Inform Direct
A company secretarial and corporate governance software designed for UK companies and accounting firms to manage corporate records.
Lawcus
A legal practice management software designed for law firms to manage cases, time tracking, billing, and client communication.
LEAP (Legal)
A legal practice management and legal accounting software built to help law firms manage cases, client documents, and billing.
LegalMatch
LegalMatch is an online attorney-client matching service that connects individuals and businesses with licensed lawyers based on legal needs.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Rocket Matter + Levitate
Is there a pre-built Rocket Matter + Levitate automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Rocket Matter and Levitate's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Rocket Matter or Levitate connector?
No. The Agent works whether or not Rocket Matter or Levitate already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can a signed client open a matter?
Yes. When a deal is won or a contact is marked retained in Levitate, Rocket Matter can create the client and matter.
Do case updates reach the CRM?
When a case is added or updated in Rocket Matter, the matching contact in Levitate can be updated.