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
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.
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
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