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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The most crucial issues for your clients warrant thoughtful quotations, realistic financial plans, and well-organized team configurations. By offering innovative pricing strategies, comprehensive analysis, and effective matter management all under one roof, you can enhance both profitability and the overall client experience. Striking a balance between the expectations of the firm and the needs of clients is essential for delivering quality service. Complex fee structures can be tailored to boost profitability while simultaneously meeting client requirements, with team resources strategically allocated for maximum efficiency. Proactive engagement, rather than a reactive approach, leads to more favorable outcomes at the matter level. With real-time tracking of actual expenses against the budget, Curo notifies your team of any cost overruns throughout the matter's lifecycle, helping to keep expenditures on track and safeguarding margins from unexpected write-downs. A thorough understanding of client requirements and meticulous management of matter scope, down to individual tasks, enables your team to provide the highest level of service possible for your clients' needs. Additionally, seamless integration with billing systems allows for the direct extraction of client terms and rates into quotes, ensuring precise estimations. This holistic approach not only streamlines operations but also fosters stronger relationships with clients.

Description

MatterAlert is a powerful matter portal and a and docketing, and tickler system designed to help legal teams manage all matter related information seamlessly in one platform. The right docketing system makes it easy to keep track of all critical dates across all matters so that you never miss any deadlines. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada. Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs. Data Security: MatterAlert takes data security seriously. It utilizes industry-standard encryption protocols to protect user data and implements strict access controls to ensure only authorized personnel can access sensitive information. Regular backups and secure storage practices are employed to safeguard data integrity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

3E No 
Aderant No 
Azure-AD-External-Identities No 
MS Outlook Email Extractor No 
Microsoft 365 No 
Microsoft Teams No 
NetDocuments No 
iManage No 

Integrations

3E Yes 
Aderant Yes 
Azure-AD-External-Identities Yes 
MS Outlook Email Extractor Yes 
Microsoft 365 Yes 
Microsoft Teams Yes 
NetDocuments Yes 
iManage Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Fulcrum GT

Country

United States

Website

fulcrumgt.com/solutions/curo

Vendor Details

Company Name

PaayaTech

Founded

2007

Country

Canada

Website

paayatech.com

Product Features

Product Features

Docketing

Billing & Invoicing No 
Calendar Management Yes 
Calendar/Reminder system Yes 
Case Management Yes 
Court Records Search Yes 
Document Management Yes 
Patent / Trademark Management No 
Portfolio Management No 
Task Management Yes 
Time & Expense Tracking Yes 

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