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When it comes to customer relationship management, the names don’t get any bigger than Salesforce. Historically, though, Salesforce generally wasn’t geared toward the needs of legal users. Matterly has changed all that. Built by lawyers specifically for lawyers, Matterly is the first legal software on the Salesforce platform to bring efficient CRM to the legal industry. Matterly’s simple, user-friendly interface makes it easy for lawyers to oversee matters, direct teams, onboard and train use...
About Matterly
Who we are
Welcome to Matterly, the premier legal CRM software designed specifically for modern law firms. With Matterly, you can streamline your firm’s operations, automate tedious tasks, and ultimately grow your practice. Our team is dedicated to providing top-notch customer service and support to ensure that you get the most out of our software.
What we Do
At Matterly, we offer a comprehensive suite of tools and features to help law firms of all sizes succeed. From legal document automation to time tracking, we have everything you need to run a more efficient and profitable practice. With Matterly, you can easily define who from your organization is related to each matter, assign rates, and track progress every step of the way.
In addition to our core features, Matterly integrates seamlessly with other applications such as Proof and Click2Mail to make your workflow even more efficient. Whether you’re a solo practitioner or a large law firm, Matterly has the tools you need to succeed in today’s competitive legal landscape.
Why you should use us
There are countless reasons why law firms choose Matterly as their go-to legal CRM software. Here are just a few:
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Efficiency: With our automation tools and integrations, you can save time on repetitive tasks and focus on what truly matters - serving your clients.
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Customization: Matterly allows you to tailor the software to fit your firm’s unique needs and workflow. Whether you need to track billable hours or manage client communications, we’ve got you covered.
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Scalability: No matter the size of your firm, Matterly can grow with you. Whether you’re a solo practitioner or have multiple offices, our software is designed to scale to meet your needs.
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Support: Our team of experts is here to help you every step of the way. From onboarding to ongoing support, we’re committed to helping you get the most out of Matterly.
What can you ask?
Visitors to our website often have questions about our software and how it can benefit their law firm. Here are some common questions you may have:
- How does Matterly streamline legal document automation?
- Can I track billable hours and expenses with Matterly?
- What integrations does Matterly offer with other applications?
- How customizable is Matterly to fit my firm’s specific needs?
- What kind of support and training does Matterly provide to new users?
Feel free to reach out to us with any other questions you may have - we’re here to help you succeed!
