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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.
Description
PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.
API Access
Has API
No
API Access
Has API
Yes
Integrations
8am DocketWise
No
Back Office Betties
No
Box
No
Caseflood.ai
No
Chat Agents
No
Click2Mail
Yes
Cognito Forms
No
Contractbook
No
Google Calendar
No
Google Contacts
No
Integrations
8am DocketWise
Yes
Back Office Betties
Yes
Box
Yes
Caseflood.ai
Yes
Chat Agents
Yes
Click2Mail
No
Cognito Forms
Yes
Contractbook
Yes
Google Calendar
Yes
Google Contacts
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$49.00/user/month
Solo Plan:
Monthly: $59/user/month
Annually: $49/user/month
Essential Plan:
Monthly: $79/user/month
Annually: $69/user/month
Business Plan:
Monthly: $99/user/month
Annually: $89/user/month
Business Pro Plan:
Monthly: $124/user/month
Annually: $114/user/month
Monthly: $59/user/month
Annually: $49/user/month
Essential Plan:
Monthly: $79/user/month
Annually: $69/user/month
Business Plan:
Monthly: $99/user/month
Annually: $89/user/month
Business Pro Plan:
Monthly: $124/user/month
Annually: $114/user/month
Free Trial
Yes
Free Version
Yes
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
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Matterly
Country
United States
Website
matterly.io
Vendor Details
Company Name
PracticePanther Legal Software
Founded
2012
Country
United States
Website
www.practicepanther.com
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
Product Features
Docketing
Billing & Invoicing
Yes
Calendar Management
Yes
Calendar/Reminder system
Yes
Case Management
Yes
Court Records Search
No
Document Management
Yes
Patent / Trademark Management
No
Portfolio Management
No
Task Management
Yes
Time & Expense Tracking
Yes
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Calendar
Case Defined Timekeepers
Yes
Completion Tracking
Yes
Conflict Management
Yes
Multi-Office
Yes
Reminders
Yes
Rules-Based Scheduling
No
Staff Calendar
Yes
Status Tracking
Yes
Task Management
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
Legal Research
AI / Machine Learning
No
Annotations
No
Brief Analytics
No
Case Alerts
No
Case Law Research
No
Change Tracking
No
Data Visualization
No
Filtering
No
Query Suggestions
No
Search History
No
Self-Service Search
No
Statutes Research
No
Tax Law Research
No
Third-Party Analysis Integration
No
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
Yes
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
Yes
