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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Mail Merge Toolkit serves as a robust add-on for Microsoft Office, enhancing the mail merge functionalities found in Outlook, Word, and Publisher. This application enables you to conduct highly personalized mass mailings with ease and efficiency by offering a variety of distinctive features. Whenever you want to customize either a portion of the message subject or the entire subject line, Mail Merge Toolkit becomes essential. You can seamlessly incorporate data fields into the message subject, ensuring that both the message content and the subject line reflect individual personalization. After installing Mail Merge Toolkit, you gain the ability to attach files directly to your messages. You can execute the mail merge process just as you normally would, and by selecting the “Mail Merge Toolkit” option during the final step of the “Step by Step Wizard” in Word, you can specify any necessary attachments. This makes the tool not only versatile but also user-friendly for anyone looking to enhance their email communications.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Click2Mail No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Publisher Yes 
Microsoft Word Yes 
Salesforce No 

Integrations

Click2Mail Yes 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Publisher No 
Microsoft Word No 
Salesforce Yes 

Pricing Details

$24
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MAPILab

Founded

2003

Country

Russia

Website

www.mapilab.com/outlook/mail_merge/

Vendor Details

Company Name

Matterly

Country

United States

Website

matterly.io

Product Features

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

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