Start Automating Your Law Firm Today

The first legal CRM built by lawyers, for lawyers.

We know there is no one-size-fits-all solution when it comes to legal software. We know truly effective automation comes from customizing software tailored to your law firm. Matterly is the only law firm software that allows your firm to choose the features you need.

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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.

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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Advanced Legal Time Tracking Software

The modern law firm has more moving parts than ever before.

The last thing partners need to get hung up on is time tracking.

Matterly has the legal software your law firm needs to make time tracking a concern of the past.

With Matterly legal time tracking set up you’ll be able to easily automate tasks, assignments, billing and more.

Schedule a demo today and see Matterly time tracking tools in action!

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Salesforce For Law Firms

Email Parsing Pre-Configured For NYSCEF

salesforce legal crm

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

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