Audience
Companies seeking a solution for direct, easy access to Matter information from Word and Outlook
About MatterLink
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.
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Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs.
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Create a Group for an entire organization or create separate Groups for specific areas within the organization. If you work with multiple organizations, create Groups for each one. Manage your organization's assets from one app on any desktop or mobile device. Contacts connect to matters for easy lookup and conflict checking. Matter Contact records are stored in the Matter record so you can view all Contacts related to a Matter in one place. Calendars are connected to Matters through calendar events. View all events associated with a Matter in the Matters app without switching between calendars to save time managing court dates and scheduling. Tasks can be connected to Matters to better manage deadlines and limitation dates. Completed Tasks are removed from your todo list, but a complete record of the Task is stored in the Matter record.
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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
BEC Legal Systems
Founded: 1943
United States
www.beclegal.com/solutions/matter-contact-management/matterlink/
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Product Details
Platforms Supported
Windows
Training
Documentation
Live Online
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MatterLink Frequently Asked Questions
MatterLink Product Features
Legal Case Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Corporations
Court Management
Docket Management
Task Management
Billing Management
Conflict Management
Discovery Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Time Tracking
Trust Accounting
