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Description
Maatdesk is a contemporary platform focused on legal case management and client communication, tailored for law firms aiming to enhance their operations, automate routine tasks, and elevate the client experience. It caters to attorneys, paralegals, and legal support staff by integrating CRM capabilities, intake automation, document handling, scheduling, billing, pipeline management, AI-driven workflows, and secure client messaging into one cohesive system. This comprehensive solution aids firms in minimizing administrative burdens by automating follow-ups, nurturing leads, scheduling appointments, and managing internal processes while ensuring that case data remains organized and easily accessible. Additionally, Maatdesk offers marketing integrations, landing page creation, reporting capabilities, and customizable automations that enable firms to boost conversion rates and operational productivity. Suitable for both solo practitioners and expanding multi-location firms, Maatdesk is crafted to simplify legal operations, enhance responsiveness, and support scaling efforts. By leveraging its innovative features, legal professionals can focus more on their clients and less on administrative tasks.
Description
Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
$29.99/month
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
Maatdesk
Founded
2025
Country
United States
Website
maatdesk.com
Vendor Details
Company Name
Slatewell
Founded
2021
Country
United States
Website
www.getslatewell.com
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
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
