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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

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
Salesforce

Integrations

Click2Mail
Salesforce

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

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

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Alternatives

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