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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

eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 17,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Immigration Law Firms

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$55 per user per month
Included in all plans:
Contact Management
Case Management
Administrative Tools
Caseworker Portal
Client Portal
Questionnaires
Custom Intake Forms
Process Steps with Activities
Customizable Case Processes
Google Calendar & Office 365 Calendar Integration
Document Assembly
No Per Case Fees
Forms Management
Letter Merge
Blank Forms
Tickler
e-Signatures
Standard Reports
Custom Fields
Custom User Settings

Optional Modules:
Custom Reports
Cloud Storage
E-Filing
Billing or QuickBooks Billing
Credit Card Processing2
SMS Notifications
Acuity Scheduling
USCIS/Visa Bulletin TimesTracker
Advanced Authentication
Time Keeper
Mail! Anywhere
Messaging
Case Initiation Request
Conflict of Interest Check
Free Version Not Supported
Free Trial Supported

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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The layout makes it easy to access all the tools I need to get my work done. It's quick and manageable.
  • We have had a very positive experience using Cerenade in our immigration practice. One of the aspects that stands out most is how easy the platform is to navigate. The system is well organized, and the case structure makes it simple to locate client information, documents, and case notes quickly. For a busy immigration office handling multiple case types such as Adjustment of Status, Consular Processing, and U Visa cases, having a platform where everything is centralized and clearly structured is extremely valuable. The interface is intuitive, allowing our legal assistants and support staff to learn the workflow without a long training period. Features such as case timelines, document storage, and internal notes are easy to access, which helps our team maintain efficiency and accuracy when working on client files.
  • I like that the system is very simple easy to navigate and very straightforward.
  • eIMMIGRATION is a very useful system for immigration practices with lots of features and customization to fit our needs. The support staff is incredibly helpful and always quick to reply with solutions or brainstorm processes. When there are issues with the software they are great about addressing them.
  • Very efficient. Service has been very reliable. I loved it. Whenever I had any issue, the customer service was ready to help. Very helpful, friendly, and professional.

Cons

  • I don't like that only one user can access an account at one time.
  • enhancements to automation and AI tools could make document assembly, case tracking, and reporting even more efficient for firms managing large case volumes.
  • I haven't come across any cons since the system is very reliable.
  • Depending on the type of cases, eIMMIGRATION can be inconsistent in how much software is built out in the form mapping and reports. Though they are quick to provide workarounds, it would be helpful in the long term if there was more support for CA state forms and an easier custom form mapping interface.
  • Few brackets are non-responsive out has glitches. State or zip code wouldn’t pop up although they are filled up in clients’ profile, especially on G-28. There are few other spots where such issues are there. If Cerenade uses all the forms to test time by time, that could be very helpful to detect and improve the system.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Matterly
United States
matterly.io

Company Information

Cerenade
Founded: 1992
United States
get.eimmigration.com

Alternatives

Alternatives

Traffic Ticket CRM

Traffic Ticket CRM

App Maisters
Clio

Clio

Themis Solutions

Categories

Legal CRM Supported

Categories

E-Filing Supported
Forms Automation Supported
Immigration Supported
Legal Supported
Legal Billing Supported
Legal Calendar Supported
Legal CRM Supported
Legal Intake Supported
Trust Accounting Supported
Visa Management Supported

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Supported
Court Management Supported
Discovery Management Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Billing Features

Accounting Management Supported
Automatic Billing Supported
Calendar Management Supported
Case Management Supported
Client Portal Supported
Document Management Supported
Expense Tracking Supported
Time Tracking Supported

Legal Calendar Features

Case Defined Timekeepers Supported
Completion Tracking Supported
Conflict Management Supported
Multi-Office Supported
Reminders Supported
Rules-Based Scheduling Supported
Staff Calendar Supported
Status Tracking Supported
Task Management Supported

Legal Document Management Features

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

Trust Accounting Features

Accrual Accounting Supported
Activity Tracking Supported
Asset Gain & Loss Reporting Not Supported
Check Writing Not Supported
Compliance Management Not Supported
Cross Ledger Posting Not Supported
Customer Statements Supported
Fee Calculation & Posting Supported
Receipt Management Supported
Tax Management Supported

Integrations

8am LawPay Not Supported
Acuity Scheduling Not Supported
Box Not Supported
Braintree Not Supported
Clerx Not Supported
Click2Mail Supported
Dropbox Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Drive Not Supported
Google Workspace Not Supported
Microsoft 365 Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
PayPal Not Supported
QuickBooks Online Not Supported
Salesforce Supported
eCMS by Cerenade Not Supported

Integrations

8am LawPay Supported
Acuity Scheduling Supported
Box Supported
Braintree Supported
Clerx Supported
Click2Mail Not Supported
Dropbox Supported
Gmail Supported
Google Calendar Supported
Google Drive Supported
Google Workspace Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
PayPal Supported
QuickBooks Online Supported
Salesforce Not Supported
eCMS by Cerenade Supported
Claim Matterly and update features and information
Claim Matterly and update features and information
Claim eimmigration by Cerenade and update features and information
Claim eimmigration by Cerenade and update features and information