If you are a lawyer or if you manage a small law firm, you will need to keep all information of your clients well organized. This will help you to deliver a better service to your clients, while saving time. On top of that, you can reduce the chances of making mistakes as well.
Dealing with paper records can be challenging. It will also make you end up with a lot of waste at the end of the day. Therefore you should switch to an appropriate software, which will help you with managing all paperwork conveniently. That’s where Matterly can help.
What is Matterly?
Matterly is the premier legal CRM software that can help you with legal practice management. It is quite popular among hundreds of small law firms located all around the United States. When you start using Matterly, you will be able to take the functionalities of your CRM to the next level. For example, you will be able to automate most of the tasks while minimizing paper waste. Matterly allows you to sign legal documents through e-signatures. On the other hand, Matterly can help you with task management, appointment management, and even with billing. You will surely fall in love with all the features that Matterly would offer to make your life easy.
Why Matterly is better than other options?
Matterly offers some outstanding features, which you don’t see in other similar software applications. Here are some of the best reasons out of them.
- One-Stop Dashboard
The Matterly dashboard provides quick access to the most important KPIs for your legal business. Find out in one place when deadlines are coming, how many days your business has worked, and much more.
- Comprehensive Case Management
Make custom data fields to efficiently collect, store, and look for case facts in the practices or areas of your legal firm. Put every one of your legal matters in a discrete category, with a distinct duty and compensation for each.
- A Variety of Payment Methods
It is possible to produce comprehensive or summary invoices. Track the progress of past-due bills, give early payments a discount, or tack on late fines automatically. The difference between soft and hard costs is obvious. By logging reimbursable expenses, you may keep accurate financial records.
- Effective Integrations
Matterly integrates with a variety of tools and services which your law practice uses. To name a few, Matterly works with Office 365, Slack, Zapier, Google Maps, QuickBooks and Zoom. Many legal firms are able to effectively expand on Matterly's capabilities and create a legal practice management solution that meets their firm's requirements with the use of Matterly connectors.
- Simplicity
The user-friendliness and sophisticated design of Matterly have helped it to become the leader in the cloud-based business management sector. Older software sometimes has confusing interfaces, but Matterly Dashboard is simple to use and operate.
- Legal and Business Accounting
Matterly can take care of all of your accounting requirements, including bank accounts, accounting records, payables, and receivables accounts, as well as financial statements. Matterly provides split-billing help for a set charge along with thorough financial reports.
- Quick Setup
Due to its ease of use, Matterly is one of the easier applications to start using. Matterly, in contrast to other legal applications, may be set up without the help of a software expert.
Final words
Now you know why you should be using Matterly. Get it now and you will surely enjoy all the benefits coming on your way.
As technology makes continuous progress, conventional phones are being replaced by the better operating VoIP phone system.
To further add to its advantage, VoIP phone systems are being integrated with CRM software.
Find out how it’s beneficial to your business.
For more information please visit: https://www.vindaloovoip.com/blog/voip-integrating-crm-must-for-business-optimization/
