Audience

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

About Matterly

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.

Pricing

Free Trial:
Free Trial available.

Integrations

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Company Information

Matterly
United States
matterly.io

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
24/7 Live Support
Online

Matterly Frequently Asked Questions

Q: What kinds of users and organization types does Matterly work with?
Q: What languages does Matterly support in their product?
Q: What kind of support options does Matterly offer?
Q: What other applications or services does Matterly integrate with?
Q: What type of training does Matterly provide?
Q: Does Matterly offer a free trial?

Matterly Product Features

Legal Case Management

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