Matter365

Matter365 is a legal practice management solution designed to assist small to medium-sized law firms, CPAs, and administrators in streamlining various aspects of their operations. According to the vendor, this software aims to provide a comprehensive tool for legal professionals, certified public accountants, law firms, accounting firms, and other professional service firms.

Key Features

Secure by design: Matter365 ensures a high level of security by securely storing all client data in Microsoft Azure Cloud, with support from a team of global cybersecurity experts. It leverages the security measures of Microsoft 365 to provide peace of mind for law firms.

Generate invoices, run reports, and get paid faster: The product includes a built-in feature for tracking billable time and expenses, allowing users to easily generate invoices and sync with QuickBooks Online for streamlined billing. Electronic invoice delivery facilitates faster payment processing.

Streamline document and task management: Matter365 takes a matter-centric approach to document and task management, enabling users to efficiently manage documents, tasks, emails, and time spent on specific matters. Integration with Microsoft applications like Teams, SharePoint, and Planner supports collaboration and real-time updates.

Trust accounting made easy: Matter365 simplifies the setup and management of trust accounts, allowing users to configure them quickly using accounting packages such as QuickBooks Online. The software provides users with an overview of all trust funds, along with effective management tools.

Comprehensive task management system: Matter365 features a task management system powered by Microsoft Office 365 Planner, enabling users to create, assign, and track tasks in real-time for efficient collaboration with teams. Task statuses can be easily monitored, providing visibility into progress and completion.

Email collaboration and tagging: Collaborate seamlessly within Outlook by tagging emails and attachments to specific matters. Tagged emails and attachments are instantly accessible to the team, facilitating efficient collaboration and easy access to relevant information.

Integrated reporting and dashboard: Matter365 provides a comprehensive overview of the practice through integrated reporting and a dashboard. The dashboard displays recent matters, task statuses, time worked summaries, earnings, and account receivables, enabling users to gain insights into the overall performance of their practice.

Conflict check: Matter365 offers a powerful conflict check feature that searches through the firm's entire document archive, contacts, tasks, notes, emails, and attachments to identify potential conflicts with new clients, ensuring compliance and risk management.

Easy adoption and customer support: Matter365 ensures a smooth and pain-free experience during migration, setup, and training. The customer success team provides guidance and ongoing support. Regular product updates and new feature releases keep users up to date with advancements in legal operations.