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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.

About

TrialLine is a cloud-based mediation, trial presentation and storytelling legal timeline software for law firms and attorneys that want maximum insight into their cases. Create customized legal timelines that clearly and convincingly communicate the important details of your case, and display them in easy to understand, event by event detail. Attach supporting documents directly to each event on the timeline, all file types are supported and easy to upload. With TrialLine, collaboration is simple. Easily organize and share your case events and related documents with staff, experts, juries, opposing counsel, and other attorneys.

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

Audience

Attorneys, Lawyers, Law Firms, Paralegals, Litigation Technologists

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

$29/month
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

Matterly
United States
matterly.io

Company Information

TrialLine
Founded: 2018
United States
trialline.net

Alternatives

Traffic Ticket CRM

Traffic Ticket CRM

App Maisters

Alternatives

lawsyst

lawsyst

ITsec
Case Notebook

Case Notebook

Thomson Reuters

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

Integrations

Click2Mail
Clio
Salesforce

Integrations

Click2Mail
Clio
Salesforce
Claim Matterly and update features and information
Claim Matterly and update features and information
Claim TrialLine and update features and information
Claim TrialLine and update features and information