Integrations 

  • API Integration with Proof – document Server company with a nationwide network, allowing for Service in most jurisdictions. 
    • 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. 
    • The Job can be managed directly from Matterly, allowing them to update or cancel the Job or post and receive related messages. 
    • Updates are received automatically. 
    • Alerts can be configured based on the needs of the user. 
  • API Integration with Click2Mail – Certified and Standard Mail service 
    • Users will be able to upload documents directly from a Matter to be sent to the intended recipient as either Certified or Standard mail. 
    • 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. 
    • The delivery status and tracking information can be viewed directly on the Matter, if it’s available.