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Matterly - The Legal Software For Any Sized Law Firm

Built by legal practitioners, for legal practitioners

Overview

The legal platform built for litigators, collectors, and general legal practitioners, you can manage your practice entirely using the Salesforce platform.

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  • Quickly enter all of the information related to a client and matter in one seamless flow.

Features on the platform itself * The platform is pre-configured to support the management of Matters: * Collection, Litigation, and General Matters are supported by default. * The following custom data types/objects are already created and available: * Recovery Sources * Corporations * Matter Assignment * Time Tracking * Invoices * Invoice Line Items * Payments * External Payers * Expenses * NYSCEF Email parsing and association: * Users can easily configure an “Email Service”. Following that, they can set up forwarding rules in their email service of choice to point Supreme and Civil Court alerts related to their Matters/Cases to this address. * Easy Matter entry interfaces: * Custom entry wizards have been built for the following types of Matters: * Collections * Litigation * General

Categories

Business Needs
Customer Service
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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