With Matterly in your armory, you can finally leverage Salesforce’s capabilities in a way that works best with the day-to-day practice of law.
Salesforce is one of the most well-known brands in customer relationship management. Historically, though, Salesforce was not designed with legal users in mind. However, Matterly has changed everything.
Matterly, the first legal software built by attorneys for lawyers is the first legal software on the Salesforce to offer efficient CRM to the legal sector. Lawyers can easily manage matters, direct teams, enroll and train people, and more- thanks to Matterly’s uncomplicated, user-friendly UI.
More On Matterly – The Best Legal CRM On Salesforce
Matterly comes pre-loaded with functionalities that are tailored to help you manage legal matters. By default, collections, arbitration, and general affairs are covered. A series of custom data kinds, such as recovery assets, matter assignment, time tracking, billing, expenditures, reimbursements, and more, have been pre-created and are easily accessible.
Matterly will generate crucial data points for each specific matter, such as total sums owed against judgments for collections reasons, overall fees due, payments collected prior to judgment, and deadlines for certain actions, to mention a few.
Why Is Matterly The Best Legal CRM On Salesforce?
Matterly makes it simple to create new matters owing to bespoke entry wizards built right into the app.
It’s simple to enter vital information about clients and accounts, connections, firm and other entity details relating to an account, and the specifics of the matter itself for collections, lawsuits, and routine matters.
It should not be difficult or time-consuming to create matters. You may save a lot of time by using Matterly to produce the documents you need for precise and efficient matter management.
It’s also simple to allocate matters with Matterly. The program makes it simple to identify who in your business is involved in a certain topic, as well as their position in it.
You can also set each assignee’s rate for a matter depending on their job title, such as partner, associate, paralegal, or other. Each person’s hourly wage will be based on the amount of work they conduct on the topic in the future.
With DocuGen, Matterly also facilitates document production, making it as simple as pie.
Email Parsing
You can use this functionality to configure forwarding rules in your regular email provider to send Supreme and Civil court notifications to Matterly and link them with your matters.
Matterly will try to find a corresponding matter based on an index number or a caption if an alert is delivered from the New York State Court’s Electronic Filing System to the email address you’ve chosen in your Email Service.
If a match is confirmed, Matterly will correlate that email with the appropriate matter and any email attachments will be retrieved and appended to your Matterly matter.
Time Tracking Made Simple
Time tracking is commonly feared by attorneys. Matterly takes up this task and makes it as painless as possible.
Matterly makes it easy to track hours spent on individual matters by using a Lightning Component.
Even as you travel from screen to screen in the Matterly interface, you’ll be notified that you are logging time for a certain matter. When you reply yes, you’ll be asked to confirm that your time is being recorded to the appropriate matter and that time will be immediately saved. One of the many reasons Matterly is the best legal CRM on Salesforce.
Process Integration and Service
Another significant advantage of Matterly is that it makes process service simple and efficient. Proof, a countrywide service of process company that offers service in almost all jurisdictions across the United States, has API connectivity with Matterly.
If you need to deliver a document, all you have to do is pick it in Mattrely and email it to Proof.
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