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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Mail Merge Toolkit serves as a robust add-on for Microsoft Office, enhancing the mail merge functionalities found in Outlook, Word, and Publisher. This application enables you to conduct highly personalized mass mailings with ease and efficiency by offering a variety of distinctive features. Whenever you want to customize either a portion of the message subject or the entire subject line, Mail Merge Toolkit becomes essential. You can seamlessly incorporate data fields into the message subject, ensuring that both the message content and the subject line reflect individual personalization. After installing Mail Merge Toolkit, you gain the ability to attach files directly to your messages. You can execute the mail merge process just as you normally would, and by selecting the “Mail Merge Toolkit” option during the final step of the “Step by Step Wizard” in Word, you can specify any necessary attachments. This makes the tool not only versatile but also user-friendly for anyone looking to enhance their email communications.

Description

Matterly offers a user-friendly solution designed to save your firm a considerable amount of time when generating essential records. It allows you to define the individuals from your organization associated with a case and outline their respective roles. You can specify assignee rates for all cases and seamlessly integrate with services like Proof and Click2Mail for certified mailing and document delivery. In the contemporary legal landscape, the complexity has increased significantly, leading many attorneys to struggle with flawed office workflows. With Matterly, you can swiftly set up a time tracker, enable an intake process, implement onboarding instructions, and manage cases while delegating specific tasks to designated team members. This entire process can be efficiently monitored both in the office and remotely! Matterly stands out as an unparalleled CRM system, enabling users to upload custom templates with merge tags that facilitate the direct insertion of information from Matters and their associated records in Salesforce, enhancing overall productivity and organization. As a result, legal professionals can focus more on their cases and less on administrative hurdles.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Click2Mail
Microsoft Excel
Microsoft Outlook
Microsoft Publisher
Microsoft Word
Salesforce

Integrations

Click2Mail
Microsoft Excel
Microsoft Outlook
Microsoft Publisher
Microsoft Word
Salesforce

Pricing Details

$24
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

MAPILab

Founded

2003

Country

Russia

Website

www.mapilab.com/outlook/mail_merge/

Vendor Details

Company Name

Matterly

Country

United States

Website

matterly.io

Product Features

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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