Matter365
Matter365 is a legal practice management software that integrates seamlessly with Microsoft 365, providing law firms with a comprehensive suite of tools to manage their operations efficiently. By leveraging the robust capabilities of Microsoft Office 365, Matter365 offers a unified platform for document and task management, time tracking, billing, and invoicing, all within a secure and familiar environment. This integration allows legal professionals to streamline their workflows, enhance collaboration, and improve overall productivity. Matter365 is built on top of Office 365, enabling users to manage their practice using the tools they already know and trust. All client data is securely stored in Microsoft Azure Cloud, ensuring robust security measures are in place. The platform also offers built-in time and expense tracking, a two-way sync with QuickBooks Online, and a matter-centric approach to document and task management, all designed to help law firms operate more efficiently and effectively.
Features
- Seamless integration with Microsoft 365 suite
- Matter-centric document and task management
- Time tracking and billing functionalities
- Secure data storage within Microsoft Azure Cloud
- Conflict check across firm's documents and communications
- Integrated reporting and analytics dashboard
- Outlook and Office 365 add-ins for enhanced productivity
- QuickBooks Online integration for financial management
- Customizable fields and role-based permissions
- Live support and on-demand training resources
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