Matterly
The Legal Software For Any Sized Law Firm
By Baobab PartnersCustomer Service
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $125 per user per month
- Listed since
- 2022
About Matterly
Built by legal practitioners, for legal practitioners
Features on the platform itself
- The platform is pre-configured to support the management of Matters:
- Collection, Litigation, and General Matters are supported by default.
- The following custom data types/objects are already created and available:
- Recovery Sources
- Corporations
- Matter Assignment
- Time Tracking
- Invoices
- Invoice Line Items
- Payments
- External Payers
- Expenses
- NYSCEF Email parsing and association:
- 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.
- Easy Matter entry interfaces:
- Custom entry wizards have been built for the following types of Matters:
- Collections
- Litigation
- General
Highlights
- Quickly enter all of the information related to a client and matter in one seamless flow.
Screenshots
Image 1 of 2
Pricing
Paid, from $125 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $125 per user | Monthly |
Matterly is meant to be used as a platform application, meaning that a large portion of the user base is intended to be on Platform Licenses.
The publisher offers discounts.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 5, 2022
- Languages
- English
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