The Premier Legal Software For Case Management, Time Tracking, And More!

Matterly Salesforce Legal CRM – Work Smarter, Not Harder

“Simply put, Matterly has mastered CRM for legal users. 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

Grow Your Law Firm With The #1 Legal CRM

Grow Your Law Firm With The #1 Legal CRM

Save Time

A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records.

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 others for certified mail and finding document delivery services.

Grow Your Law Firm With The #1 Legal Software

Matterly Is The Case Management Software Your Law Firm Needs

In today’s legal world there are more moving parts than ever.

Many attorneys get in over their head simply due to imperfect office work flow.

With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented and then create and manage matters all while assigning specific tasks to specific individuals.

All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other!

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