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salesforce for lawyers
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The Law Firm Software For Every Law Firm

Grow Your Law Firm With The #1 Legal CRM

Salesforce For Law Firms
Salesforce For Law Firms
Salesforce For Law Firms

Save Time

Save time with law firm automation tools such as legal document automation, time tracking, and more. 

Work With a Team

Define who from the organization is related to a Matter and their role. Assignee rates for all Matters can be specified.

Integrations

Integrate with Proof, Click2Mail, and other applications that will make any facet of Matterly more efficient for your law firm.

case management software

The Perfect Case Management Software For Any Size Law Firm

trust accounting software

Trust Accounting Software

  • The Most Efficient Trust Accounting Software

  • Secure, Reliable Case Management

  • Fully Customizable Dashboard

  • Set Up Custom Automations

  • Integrate With Salesforce

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Essential Legal Automation Tools

Matterly has all the legal automation tools and integrations your law firm could possibly need – our team will help you set up and get started. See for yourself why Matterly is turning heads in the legal industry.

The Only Litigation Software You Need

With Email and Calendar syncing, easily set up the ideal litigation software workflow for your law firm. Seamless processes from automated time tracking to automated billing and document management.

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Salesforce For Law Firms

Email Parsing Pre-Configured For NYSCEF

Matterly Can Be Programmed To Work With Any State E-Court Filing System

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Grow Your Law Firm With The #1 Legal Software

Connect With Salesforce

Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.

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Customizable Email Forwarding

Users can easily configure an “Email Service” with forwarding rules of choice to point Supreme and Civil Court alerts related to their Matters/Cases.

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Pre-Loaded Data Types

Recovery Sources, Corporations, Matter Assignment, Time Tracking, Invoices, Invoice Line Items, Payments, External Payers, Expenses.

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Flawless Time Tracking

A Lightning Component allowing users to track the time they spend on a Matter. Based on that user’s Matter Personnel record, an hourly rate is automatically applied. 

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Best Legal Software For Small Law Firms

If there’s a pain point you’re experiencing, they’ve likely thought of a way to solve it. When you need simple and efficient legal CRM, you need Matterly on Salesforce.

Above The Law, Legal Industry News

“Matterly is exactly what our law firm needed – we save countless hours every day with a legal intake software that was customized just for our firm!”

Berkovitch & Bouskila, PLLC, Commercial Debt Collection Firm

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