Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

3E Yes 
Aderant Yes 
Adyen No 
Amazon Web Services (AWS) No 
Azure-AD-External-Identities Yes 
Cardinity No 
DPD No 
Facebook No 
Frontu No 
Google Cloud Platform No 
Google Drive No 
IDnow No 
MS Outlook Email Extractor Yes 
Microsoft 365 Yes 
Microsoft Excel No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft Teams Yes 
PayPal No 
Paysera No 

Integrations

3E No 
Aderant No 
Adyen Yes 
Amazon Web Services (AWS) Yes 
Azure-AD-External-Identities No 
Cardinity Yes 
DPD Yes 
Facebook Yes 
Frontu Yes 
Google Cloud Platform Yes 
Google Drive Yes 
IDnow Yes 
MS Outlook Email Extractor No 
Microsoft 365 No 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft Teams No 
PayPal Yes 
Paysera Yes 

Pricing Details

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

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

PaayaTech

Founded

2007

Country

Canada

Website

paayatech.com

Vendor Details

Company Name

Sonaro

Country

Lithuania

Website

www.sonaro.lt/crm-programa-en

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 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Alternatives

iCalendar Reviews

iCalendar

Symfonies
LawToolBox Reviews

LawToolBox

LawToolBox.com
CompuLaw Reviews

CompuLaw

Aderant
OfficeCalendar Reviews

OfficeCalendar

Lookout Software
MA3000 Reviews

MA3000

LAW.COM
Allocatus Reviews

Allocatus

Holert