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What is Matterly?

Matterly provides an intuitive solution that significantly reduces the time your firm spends creating vital records. It enables you to identify the members of your team linked to a particular case and clarify their defined roles. Additionally, you can set assignee rates for each case and integrate effortlessly with platforms such as Proof and Click2Mail for certified mailing and document distribution. In today’s legal environment, the intricacies have grown exponentially, causing numerous lawyers to face challenges with ineffective office processes. With Matterly, you can quickly establish a time-tracking system, initiate an intake process, put onboarding procedures in place, and oversee cases while assigning specific tasks to appropriate team members. This comprehensive workflow can be effectively managed whether in the office or remotely! Matterly distinguishes itself as an exceptional CRM tool, allowing users to upload personalized templates with merge tags that streamline the direct incorporation of information from Matters and their related records in Salesforce. This enhancement greatly boosts productivity and organization, enabling legal practitioners to dedicate more attention to their cases rather than being bogged down by administrative tasks. Ultimately, Matterly empowers firms to operate more efficiently in an increasingly complex legal landscape.

What is Lawcus?

Empower your team with exceptional case management software that integrates a multitude of functionalities, including contact management, detailed reporting, document management, customer relationship oversight, client onboarding, billing, and trust accounting. Lawcus optimizes your workflow by making case management easier, while also providing powerful billing and trust account features. Improve your client conversion rates with our intuitive intake forms, e-signatures, text messaging options, and automated document processing. Say goodbye to the chaos of everyday tasks by leveraging our automated workflows for reliable and repeatable processes. With Lawcus, you can effortlessly visualize all your cases through a kanban-style interface, enabling you to quickly determine which matters need your immediate attention. Encourage teamwork with matter-specific discussions and maintain all communications with clients and your team in one centralized location. Effectively manage and delegate tasks, establish deadlines, create sub-tasks, track progress, and boost your productivity to achieve quicker results, ensuring that nothing slips through the cracks. This all-encompassing solution not only enhances operational efficiency, but it also fosters collaboration and accountability within your team, making it an invaluable asset for your practice. In a fast-paced legal environment, having such a resource can significantly elevate your service delivery and client satisfaction levels.

Media

Media

Integrations Supported

Chat Agents
Clerx
Click2Mail
Confido Legal
Contractbook
Gmail
Google Calendar
Google Contacts
Hona
Microsoft 365
Microsoft Outlook
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Wufoo
Zapier

Integrations Supported

Chat Agents
Clerx
Click2Mail
Confido Legal
Contractbook
Gmail
Google Calendar
Google Contacts
Hona
Microsoft 365
Microsoft Outlook
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$34 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Matterly

Company Location

United States

Company Website

matterly.io

Company Facts

Organization Name

Lawcus

Date Founded

2014

Company Location

United States

Company Website

lawcus.com

Categories and Features

Legal Case Management

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

Categories and Features

Law Practice Management

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

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

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

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