Matterly Is The Premier Legal Software On Salesforce

Matterly Is The Fastest Growing All-In-One Legal Software Available – Schedule An Appointment With One Of Our Experts And Try Matterly Free For 30 Days!

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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.

Email Parsing Pre-Configured For NYSCEF

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

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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Matterly Pricing

$99monthly per seat
  • Fully Customizable
  • Over 200 Integrations Available

Free 30 Day Trial – No Credit Card Required!

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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