MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Matterly - The Legal Software For Any Sized Law Firm

By Baobab Partners

Built by legal practitioners, for legal practitioners

Starting at $125   USD/user/month

Discounts available for nonprofits

Try It
Business Need
Customer Service

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

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
MatterlyApp/Spring 2022 1.6.0
Listed On
04/26/2022
Latest Release
05/03/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 25
Custom Tabs: 14
Custom Apps: 3
Lightning Components
Global: 10
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/05/2022

Additional Details

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

Need help?

Baobab Partners

Buffalo, Wyoming, USA

Other ResourcesTerms & Conditions