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Mid-Sized Firm
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Matterly

All-in-one legal software for billing, workflows, tasks, contacts and more

Hourly Billing Flat Fee Billing
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Integrates natively with Confido Payments

Experience the Ease with Matterly

Founded by a team of seasoned legal and technology professionals, Matterly embodies a profound understanding of the legal industry's needs. Matterly is built on Salesforce allowing for virtually endless customization. The product suite spans case management, billing and time tracking to matter intake and automated email services.

 

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Matterly Overview


 


 

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Key Capabilities

Purpose-built tools to simplify every aspect of running a modern law practice.

Case & Matter Management

Case & Matter Management

Organize all case details, documents, and communications in one centralized matter workspace.

Billing & Invoicing

Billing & Invoicing

Create professional invoices, track time entries, and manage trust accounting with IOLTA compliance.

Task & Workflow Automation

Task & Workflow Automation

Automate repetitive tasks with customizable workflow templates for common legal processes.

Contact Management

Contact Management

Maintain a comprehensive client database with contact details, communication history, and matter associations.

Document Management

Document Management

Store, organize, and share legal documents with version control and secure client portal access.

Calendar & Deadlines

Calendar & Deadlines

Track court dates, filing deadlines, and appointments with automated reminders and calendar sync.

Integrations & Compatibility

SimpleLaw synchronizes data directly with the legal and business applications you already rely on.

clarra
netsuite
lawcus
QuickBooks
leanlaw
salesforce

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