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What is Process Organizer?

Streamline your operations, manage your servers, and improve client engagement all through one cohesive platform. By reducing the time spent on paperwork and decreasing the likelihood of mistakes, you can enhance the efficiency of your process serving business. Ready to use from the very first day, it comes with pre-designed affidavits and reports included. With Process Organizer, clients at law firms can easily assign additional tasks to process servers, along with the necessary service documentation. The client portal facilitates the simultaneous tracking of various processes, providing status updates and scanned documents for convenient access. Moreover, Process Organizer can send automated email notifications to clients once a process has been completed, including signed affidavits for their documentation. Process servers can input all essential details of their work orders straight from their mobile devices, thanks to an intuitive interface tailored for those constantly on the go. The system features dropdown menus where needed, allowing for quick and consistent data entry to boost productivity. This all-encompassing tool is designed to alleviate the challenges of process serving for everyone involved, ensuring a smoother experience overall. Ultimately, it promotes a more organized approach to handling process serving tasks, fostering greater collaboration between all parties.

What is MatterLink?

Organize and oversee critical matter information while ensuring its accessibility from a centralized platform. Make it easy to access matter and contact information for documents, and facilitate the sending of matter schedule updates directly to Outlook. MatterLink is distinguished as a robust and flexible solution for managing matters. As a key component of the BEC CoreRelate Suite, MatterLink seamlessly integrates with Docket Enterprise, Schedule Express, LegalBar, and Assemble-It. Designed to serve as a comprehensive client and matter database within Microsoft Office, MatterLink offers immediate and convenient access to essential matter information right when users need it, especially during their work in Microsoft Word and Outlook. By optimizing the organization and centralization of matter information, MatterLink significantly boosts overall efficiency. Additionally, its intuitive data entry features enhance user experience, while its exceptional integration capabilities and import tools facilitate the easy transfer of existing matter data from various platforms like Word, Outlook, Excel, and manual systems directly into MatterLink. This seamless functionality not only conserves time but also enhances the precision of data management throughout the organization. Ultimately, MatterLink empowers users to work smarter and more efficiently, elevating the standard for matter management solutions.

Media

Media

Integrations Supported

Azure Cloud Services
Chrome OS
HTML
Internet Explorer
Mozilla Firefox
Safari
Windows 10
Windows 7
Windows XP

Integrations Supported

Azure Cloud Services
Chrome OS
HTML
Internet Explorer
Mozilla Firefox
Safari
Windows 10
Windows 7
Windows XP

API Availability

Has API

API Availability

Has API

Pricing Information

$90 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Process Organizer

Date Founded

2014

Company Location

United States

Company Website

www.processorganizer.com

Company Facts

Organization Name

BEC Legal Systems

Date Founded

1943

Company Location

United States

Company Website

www.beclegal.com/solutions/matter-contact-management/matterlink/

Categories and Features

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

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