Matterly Reviews

Matterly Description

This platform is user-friendly and will save your company significant time in the creation of records. Define who is involved in a matter and what their roles are. You can specify the assignee rates for all matters. For certified mail and document delivery services, integrate with Proof, Click2Mail and other providers. There are many moving parts in today's legal system. A poor office workflow can lead to attorneys getting in over their heads. Matterly makes it easy to set up a time tracker, enable the intake process, and implement onboarding instructions. Then you can create and manage cases while assigning tasks to specific people. This can all be done in one place, whether you are at work or on the move. Matterly is a CRM system unlike any other! Users can upload their own templates and merge tags to insert information directly into Matters and Salesforce.