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Description
This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.
Description
Systematize and monitor essential matter information while ensuring that it is accessible from a centralized hub. Facilitate the availability of matter and contact details for documents and enable the transmission of matter schedule updates to Outlook. MatterLink stands out as a comprehensive and adaptable solution for matter management. As an integral part of the BEC CoreRelate Suite, MatterLink is fully integrated with Docket Enterprise, Schedule Express, LegalBar, and Assemble-It. Tailored to function as a client and matter database within Microsoft Office, MatterLink grants immediate and convenient access to vital matter information precisely when users require it, particularly during their use of Microsoft Word and Outlook. By streamlining the organization and centralization of matter information, MatterLink enhances efficiency. Furthermore, with its user-friendly data entry features, MatterLink also provides exceptional integration capabilities and import tools, allowing for the straightforward transfer of existing matter data from platforms such as Word, Outlook, Excel, Billing, or manual systems directly into MatterLink. This functionality not only saves time but also improves the accuracy of data management across the board.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99.95 one-time payment
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
BlumbergExcelsior
Website
www.blumberg.com
Vendor Details
Company Name
BEC Legal Systems
Founded
1943
Country
United States
Website
www.beclegal.com/solutions/matter-contact-management/matterlink/
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
