MatterLink

MatterLink

BEC Legal Systems
Referent

Referent

AI Lawtech Sp. z O.O.
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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

Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage.

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

Referent is best suited for solo lawyers, boutique law firms, modern legal teams, practice managers, legal operations leaders, and larger firms that need AI-native practice management, legal AI agents, client intake automation, matter management, email filing, document organization, calendar syncing, CRM automation, auditable workflows, and lawyer-approved AI actions

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

Screenshots and Videos

No images available

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

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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

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

Company Information

AI Lawtech Sp. z O.O.
United States
referent.law

Alternatives

Selah Central

Selah Central

Selah Legal Technology

Alternatives

SimplyConvert

SimplyConvert

SimplyConvert LLC
MatterAlert

MatterAlert

PaayaTech
August

August

August Law

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

Integrations

No info available.

Integrations

No info available.
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