Matterly Knowledge Base

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Frequently Asked Questions

Of course! You can use our built in live chat for any questions you have, or e-mail us 24/7!
Yes, however you can also do a free 30-day trial of Salesforce. If you do both trials you can give Matterly  try completely free of charge!
Just click the “Download Now” button at bottom or top of this screen. You’ll be taken to instructions from there!

Our most commonly used integrations are Proof and Click2Mail. Check our integrations page for the full list!

The free trial lasts for 30 days. If no payment information is added by the end of the trial period, your account will be closed.
Yes! If you choose to stay with Matterly, all of the information/data you had entered will rollover into your paid account with a monthly or annual subscription.

After a 30-day free trial, continue to use Matterly at your law firm for the low cost of $125 per month!

Matterly is a law firm software built by lawyers, for lawyers. We know exactly your pain points when it comes to a legal CRM because we have been their ourselves.

Matterly is a simple as it is efficient. Check out our features page for more details on all of Matterly’s capabilities.

Absolutely! Feel free to contact us about any concerns you have, as well as new integrations and features that would benefit your law firm.

Video Tutorial Library

Creating A New Account On Matterly

Entering A New Case On Matterly

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