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Legal Practice Management Software By Matterbee, Built For Salesforce

Your Legal Productivity Platform

Overview

See How Legal Practice Management Software By Matterbee, Built For Salesforce Works

  • Matter Management: Easily organise, track, and manage all aspects of legal matters from instruction to post closing.

  • Time & Expense Tracking: Accurately log billable hours and expenses with ease, helping maximise revenue and improve billing accuracy.

  • Seamless Invoicing: Streamline the billing process with customisable invoicing templates and automated workflows to reduce administrative overhead.

  • Document Management: Keep documents organised and easy to find with centralised storage and version control.

  • Advanced Analytics: Gain real-time insights with customisable dashboards and reports, enabling data-driven decisions, performance tracking, and full visibility into your firm’s operations.

  • Email Integration: Seamless integration with your email system to ensure all client communications are logged, tracked, and easily retrievable.

  • Scalability and Customisability: A scalable and highly customisable platform that grows with your firm, adaptable to any growing firm.

  • Security & Compliance: Enterprise-grade security features, ensuring data protection and compliance with UK legal regulations and GDPR.

  • AI-Enabled Efficiency: Leverage Generative AI to automate routine tasks across your legal workflows.

Introducing Matterbee — your custom-configured matter management platform, designed to reduce administrative burdens and enhance productivity at every level. Built around customisation, Matterbee empowers teams with tailored workflows, automations, and analytics to drive efficiency and profitability. Say goodbye to disjointed legacy systems and hello to a streamlined, scalable platform that grows with your firm.

Categories

Business Needs
Productivity
IT & Administration
Analytics
Industries
Professional Services
Personas
Administrator
Business Operations Manager
Consultant
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder