MatterLink

MatterLink

BEC Legal Systems
+

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About

Organize and track key matter information and provide access in a central location. Make matter and contact data easily available for documents; send matter schedule information to Outlook. MatterLink is a unique and versatile matter management solution. As a key component of the BEC CoreRelate Suite, MatterLink is seamlessly integrated with Docket Enterprise, Schedule Express, LegalBar and Assemble-It. Designed as a client/matter database for Microsoft Office, MatterLink provides direct, easy access to matter information where and when your users need it the most – while they are using Microsoft Word and Outlook. MatterLink simplifies the process of centralizing and organizing matter information. In addition to intuitive data entry, MatterLink offers excellent integration options and import tools, to easily move matter data currently in Word, Outlook, Excel, Billing or manual systems into MatterLink.

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.

About

Assembly Trialworks, powered by Assembly Software, is law practice management software and includes features such as calendar management, case notes, client management, communication tracking, conflict management, corporations, discovery management, docket management, document management, expense tracking, government, law firms, records management, task management, and time tracking. Software pricing starts at $1500.00/one-time/user. Trialworks software suite is SaaS, Windows, Android, iPhone, and iPad software. Trialworks features training via documentation, webinars, live online, and in-person sessions. Trialworks offers online and business hours support. Some competitor software products to Trialworks include Aderant Expert Sierra, BHL Insight, and Litify. This package should be extracted to your Trialworks share. Contains Microsoft Access 2010 Runtime, PDF components, and .NET frameworks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Companies seeking a solution for direct, easy access to Matter information from Word and Outlook

Audience

Legal professionals and companies looking for a solution to improve their processes, manage their matters, and assign specific tasks to specific individuals

Audience

Law firms looking for a legal case management solution to facilitate and optimize their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Pricing

$1500 one-time payment
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

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

Training

Documentation
Webinars
Live Online
In Person

Company Information

BEC Legal Systems
Founded: 1943
United States
www.beclegal.com/solutions/matter-contact-management/matterlink/

Company Information

Matterly
United States
matterly.io

Company Information

Assembly Trialworks
Founded: 1998
United States
assemblysoftware.com/trialworks

Alternatives

Selah Central

Selah Central

Selah Legal Technology

Alternatives

Alternatives

MatterAlert

MatterAlert

PaayaTech
Traffic Ticket CRM

Traffic Ticket CRM

App Maisters
Rocket Matter

Rocket Matter

ProfitSolv
Clio

Clio

Themis Solutions

Categories

Categories

Categories

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

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

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 Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Integrations

Click2Mail
Docusign
Lead Docket
Microsoft Outlook
QuickBooks Online
Salesforce
Uptime Legal

Integrations

Click2Mail
Docusign
Lead Docket
Microsoft Outlook
QuickBooks Online
Salesforce
Uptime Legal

Integrations

Click2Mail
Docusign
Lead Docket
Microsoft Outlook
QuickBooks Online
Salesforce
Uptime Legal
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