Litify vs. Matterly Comparison


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Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. 51 Ratings Visit Website FreshBooks Make invoicing and billing painless for your small business with FreshBooks. 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About Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in.	About A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records. Define who from the organization is related to a matter and their role. Assignee rates for all matters can be specified. Integrate with Proof, Click2Mail, and others for certified mail and finding document delivery services. In today’s legal world there are more moving parts than ever. Many attorneys get in over their heads simply due to imperfect office workflow. With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented, and then create and manage matters all while assigning specific tasks to specific individuals. All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other! Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Law firms, Legal Departments, Government Agencies, Nonprofits	Audience Legal professionals and companies looking for a solution to improve their processes, manage their matters, and assign specific tasks to specific individuals
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Litify Founded: 2016 United States www.litify.com/	Company Information Matterly United States matterly.io
Alternatives Filevine	Alternatives CARET Legal
Assembly Neos Assembly Software	Litify
Law Ruler ProfitSolv	Traffic Ticket CRM App Maisters
Clio Themis Solutions	Lawcus
CaseFox View All	Smokeball View All
Categories Document Generation Document Management Enterprise Legal Management (ELM) Law Practice Management Legal Legal Billing Legal Calendar Legal Case Management Legal CRM Legal Document Drafting Legal Document Management Legal Intake Legal Spend Management Legal Time Tracking Personal Injury Law	Categories Legal Case Management Legal CRM
Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Show More Features Document Generation Features Batch Processing Collaboration Digital Signature Interaction Tracking Multiple Output Formats Templates Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Enterprise Legal Management (ELM) Features Contract Lifecycle Management Document Management eDiscovery Legal Automation Legal e-Billing Legal Spend Management Matter Management Reporting / Analytics Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Legal Calendar Features Case Defined Timekeepers Completion Tracking Conflict Management Multi-Office Reminders Rules-Based Scheduling Staff Calendar Status Tracking Task Management Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Legal Spend Management Features Analytics / Reporting Budgeting & Forecasting Financial Controls Insurance Claims Defense Invoice Review Legal e-Billing Matter Management Outside Counsel Management Relationship Management Strategic Planning Vendor Management
Integrations Salesforce 8am LawPay Alert Communications Birdeye Case Status CaseworksPro Click2Mail DBSync Docufree Epiq Discovery Google Calendar Hona Microsoft Outlook NetDocuments Proof QuickBooks Online QuickBooks Online Advanced Quilia ReviewInc Steno Court Reporting Show More Integrations View All 26 Integrations	Integrations Salesforce 8am LawPay Alert Communications Birdeye Case Status CaseworksPro Click2Mail DBSync Docufree Epiq Discovery Google Calendar Hona Microsoft Outlook NetDocuments Proof QuickBooks Online QuickBooks Online Advanced Quilia ReviewInc Steno Court Reporting Show More Integrations View All 2 Integrations
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