salesforce for lawyers

“Matterly is the first legal software on the Salesforce platform to bring efficient CRM to the legal industry. Matterly’s simple, user-friendly interface makes it easy for lawyers to oversee matters, direct teams, onboard and train users, and more.”

Stephanie Wilkins

Above The Law

Matterly Is The Most Efficient Legal CRM On Salesforce

Your Search For Legal Automation Ends Here – Easily Download Matterly On Salesforce For Legal Solutions

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“You can upload your own templates and use merge tags that will import relevant information directly from matters and their related records in Salesforce. Document production with DocuGen is highly configurable, meaning you can always decide what information shows up where, and you can choose whether you want to export your finalized document as a Word document or a PDF. Documents are generated quickly and always attached to the originating matter, without the need to juggle systems or software.”

–  Above The Law