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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Thread Legal is for forward-thinking business professionals and lawyers. It allows lawyers to leverage the most recent technological developments in order become more efficient, collaborative, and ultimately more profitable. Thread Legal is built in Office 365 and has all the programs you use every day, such as Word, Excel, and Outlook, natively linked within it. It also makes use of the power of Power BI, Planner, and Power BI. You can quickly view new developments, phone messages and time spent in files with our fully customizable dashboard. You can track clients across multiple files to ensure they receive high quality service. Include all pertinent information in your file, including Word, Excel, Outlook and scanned PDF. You can create documents using the Thread Legal system to automatically track time. Find out which employees have access to file information at both the individual and category level.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Azure No 
Microsoft Outlook No 
QuickBooks Online No 
Xero No 

Integrations

Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$39.00/month/user
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

BEC Legal Systems

Founded

1943

Country

United States

Website

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

Vendor Details

Company Name

eXpd8

Founded

1986

Country

Ireland

Website

www.expd8.com/cloud-software/

Product Features

Legal Case Management

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

Product Features

Legal Case Management

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

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