Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Are you finding it difficult to provide consistent legal services in your practice? What strategies do you employ to uphold the quality of your high-margin projects? Additionally, how do you manage to reduce expenses associated with routine tasks? In recent years, the landscape of legal services delivery has undergone significant changes, with clients increasingly expecting greater value for their investment, the rise of alternative fee arrangements (AFAs), and the necessity for profitable work output becoming paramount. To thrive in this changing environment, law firms must leverage tools that enhance efficiency while guaranteeing top-notch work. 3E MatterSphere facilitates consistent and repeatable workflows for matter management, enabling your teams to operate effectively and profitably. By revolutionizing matter management from start to finish, 3E MatterSphere offers a comprehensive perspective for overseeing daily operations, encompassing clients, matters, workloads, tasks, critical deadlines, and all pertinent documents, reference materials, and reports, all within the user-friendly Microsoft® Office® environment. With such capabilities, firms can remain competitive and responsive to client needs in a fast-evolving market.

Description

Matterly offers a user-friendly solution designed to save your firm a considerable amount of time when generating essential records. It allows you to define the individuals from your organization associated with a case and outline their respective roles. You can specify assignee rates for all cases and seamlessly integrate with services like Proof and Click2Mail for certified mailing and document delivery. In the contemporary legal landscape, the complexity has increased significantly, leading many attorneys to struggle with flawed office workflows. With Matterly, you can swiftly set up a time tracker, enable an intake process, implement onboarding instructions, and manage cases while delegating specific tasks to designated team members. This entire process can be efficiently monitored both in the office and remotely! Matterly stands out as an unparalleled CRM system, enabling users to upload custom templates with merge tags that facilitate the direct insertion of information from Matters and their associated records in Salesforce, enhancing overall productivity and organization. As a result, legal professionals can focus more on their cases and less on administrative hurdles.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Click2Mail
Elite 3E
InfoTrack
Microsoft 365
Salesforce

Integrations

Click2Mail
Elite 3E
InfoTrack
Microsoft 365
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

www.elite.com/3e/matter-management/

Vendor Details

Company Name

Matterly

Country

United States

Website

matterly.io

Product Features

Legal Case Management

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

Product Features

Legal Case Management

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

Alternatives

Access Legal Case Management Reviews

Access Legal Case Management

Access Group Legal

Alternatives

Selah Central Reviews

Selah Central

Selah Legal Technology
Traffic Ticket CRM Reviews

Traffic Ticket CRM

App Maisters