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About

Create a Group for an entire organization or create separate Groups for specific areas within the organization. If you work with multiple organizations, create Groups for each one. Manage your organization's assets from one app on any desktop or mobile device. Contacts connect to matters for easy lookup and conflict checking. Matter Contact records are stored in the Matter record so you can view all Contacts related to a Matter in one place. Calendars are connected to Matters through calendar events. View all events associated with a Matter in the Matters app without switching between calendars to save time managing court dates and scheduling. Tasks can be connected to Matters to better manage deadlines and limitation dates. Completed Tasks are removed from your todo list, but a complete record of the Task is stored in the Matter record.

About

A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records. Define who from the organization is related to a matter and their role. Assignee rates for all matters can be specified. Integrate with Proof, Click2Mail, and others for certified mail and finding document delivery services. In today’s legal world there are more moving parts than ever. Many attorneys get in over their heads simply due to imperfect office workflow. With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented, and then create and manage matters all while assigning specific tasks to specific individuals. All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other! Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Legal Case Management platform for companies

Audience

Legal professionals and companies looking for a solution to improve their processes, manage their matters, and assign specific tasks to specific individuals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

GoMatters
Founded: 2009
United States
www.gomatters.com

Company Information

Matterly
United States
matterly.io

Alternatives

Alternatives

Traffic Ticket CRM

Traffic Ticket CRM

App Maisters
MatterSuite

MatterSuite

CaseFox
Rocket Matter

Rocket Matter

ProfitSolv
Prevail Case Management System

Prevail Case Management System

Practice Technology
lawsyst

lawsyst

ITsec

Categories

Categories

Legal Case Management Features

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

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Integrations

Click2Mail
Salesforce

Integrations

Click2Mail
Salesforce
Claim GoMatters and update features and information
Claim GoMatters and update features and information
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Claim Matterly and update features and information