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Average Ratings 0 Ratings

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ease
features
design
support

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Description

MatterAlert is a powerful matter portal and a and docketing, and tickler system designed to help legal teams manage all matter related information seamlessly in one platform. The right docketing system makes it easy to keep track of all critical dates across all matters so that you never miss any deadlines. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada. Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs. Data Security: MatterAlert takes data security seriously. It utilizes industry-standard encryption protocols to protect user data and implements strict access controls to ensure only authorized personnel can access sensitive information. Regular backups and secure storage practices are employed to safeguard data integrity.

Description

Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3E
Aderant
Adyen
Amazon Web Services (AWS)
Azure-AD-External-Identities
Cardinity
Facebook
Frontu
Google Cloud Platform
IDnow
MS Outlook Email Extractor
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft Teams
NetDocuments
PayPal
Paysera
iManage

Integrations

3E
Aderant
Adyen
Amazon Web Services (AWS)
Azure-AD-External-Identities
Cardinity
Facebook
Frontu
Google Cloud Platform
IDnow
MS Outlook Email Extractor
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft Teams
NetDocuments
PayPal
Paysera
iManage

Pricing Details

$20 per user per 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

PaayaTech

Founded

2007

Country

Canada

Website

paayatech.com

Vendor Details

Company Name

Sonaro

Country

Lithuania

Website

www.sonaro.lt/crm-programa-en

Product Features

Docketing

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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Symfonies