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Description
Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.
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
Integrations
Abby Connect
Axis LMS
CARET Legal
Caseflood.ai
Chat Agents
Clerx
Click2Mail
Eternal Pro
LEX Reception
LawKPIs
Integrations
Abby Connect
Axis LMS
CARET Legal
Caseflood.ai
Chat Agents
Clerx
Click2Mail
Eternal Pro
LEX Reception
LawKPIs
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
Lawmatics
Country
United States
Website
www.lawmatics.com
Vendor Details
Company Name
Matterly
Country
United States
Website
matterly.io
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
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
