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Description

You can establish a unified Group for your entire organization or opt to create distinct Groups tailored for specific departments within the organization. If you are collaborating with several organizations, it's advisable to set up separate Groups for each one. This allows for streamlined management of your organization's assets via a single application accessible on any desktop or mobile device. Contacts can be linked to specific matters, facilitating easy access for lookup and conflict resolution. Matter Contact records are integrated within the Matter record, enabling you to view all related Contacts in one consolidated location. Additionally, calendars can be linked to Matters through calendar events, allowing users to see all events pertinent to a Matter in the Matters app, which eliminates the need to switch between different calendars and enhances efficiency in managing court dates and appointments. Furthermore, tasks can be associated with Matters to effectively oversee deadlines and limitation dates. While completed Tasks are removed from your to-do list, a complete history of each Task is preserved in the Matter record, ensuring that you have a comprehensive overview of all activities associated with each Matter. This integrated system enhances organizational efficiency and aids in maintaining oversight over various responsibilities.

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

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

GoMatters

Founded

2009

Country

United States

Website

www.gomatters.com

Vendor Details

Company Name

BEC Legal Systems

Founded

1943

Country

United States

Website

www.beclegal.com/solutions/matter-contact-management/matterlink/

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

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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