DocuGen Managed Package

Configurable document production, users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce
Want To Learn More?

NYSCEF Email Parsing

Users can easily configure an “Email Service”. Following that, they can set up forwarding rules in their email service of choice to point Supreme and Civil Court alerts related to their Matters/Cases to this address

Want To Learn More?

Salesforce Legal CRM

Matterly is a salesforce legal CRM – making it much quicker than software-based legal systems. With Matterly on Salesforce, you can be sure the system will work quickly and safely secure all your data.
Want To Learn More?

Easy Matter Entry Interface

Custom entry wizards have been built for the following types of Matters: Collections, Litigation General
Learn More

Matter User Specific Assignments

Users are able to define who from their organization is related to a Matter, their role, and hourly rate
Learn More

Lightning Component Time Tracking

A Lightning Component allowing users to track the time they spend on a Matter as well as confirm tracked time

Learn More

API Integration With Proof

Users can take a document associated with a Matter and send it to Proof for service. The user is guided through an entry interface where they are prompted to choose which document(s) should be used and who the recipient is
Learn More

API Integration With Click2Mail

Upload Matters directly. Users are taken through a guided flow, where they’re prompted to choose the document they want to upload, the letter size and document type they want to use, the address it should be sent to, and other details

Learn More

Full List Of Matterly Features

Matterly has all the features needed in an effective law firm automation software. Click below to see the full list – then either schedule a demo to learn more, or download a free trial immediately!

Full List Of Features
DOWNLOAD NOW