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Why should you Pick Matterly as the Litigation Software of your Law Firm

legal crm

If you are managing a law firm, you need to make sure that you are equipped with the right litigation software. It will help you to get your work done while providing a better service to your clients. This is where Matterly can help. There are numerous reasons on why you should start using Matterly, instead of just sticking to your CRM. Let’s deep dive and take a look at some of the most prominent reasons out of them.

What is Matterly?

Matterly is a litigation software, which will help you with organizing important documents, keeping track of deadlines, and managing all conversations. On the other hand, you can use Matterly and develop solid cases. This will help you to end up with getting the best possible outcomes at the end of the day. Whether you are going to court or negotiating a settlement, you will be able to get work done out of Matterly without any challenge.

How can Matterly help you?

To get a better understanding on how Matterly can help you as the litigation software, let’s take a look at the list of prominent features that come along with it.

  • Workflow automation

Matterly offers marketing workflow automation capabilities. For example, you can use these automation features to send out follow-up emails when prospective clients request for additional information. On the other hand, you can use Matterly to onboard new clients and send pre-consult surveys as well.

  • Scheduling appointments

You can easily schedule appointments with prospective customers with the help of Matterly. In fact, the prospects will be able to make their bookings directly on the website. You can make sure that you are not missing out any of them.

  • Email design and synchronization

There is no need for you to worry about designing emails on your own to send to clients. That’s because Matterly offers a selection of email templates. You just need to go through this list of templates, pick the best one that caters to your needs and start using it. This will help you to speed up your marketing process, while making life easy.

On the other hand, Matterly offers email synchronization capabilities as well. You will be able to sync all the emails to your email account. Whenever you want to find an email, you can do it with ease.

  • SMS messaging

SMS is the most convenient method available for you to get in touch with your clients. By using Matterly, you can easily send SMS to your customers. For example, you will be able to let your clients know about the progress of their cases via SMS.

  • Docugen templates and e-signatures

Docugen is one of the most popular method of signing documents among legal professionals. You can get the most out of Docugen when you start using Matterly. In fact, the integration of Matterly with Docugen will help you to make the overall client managing and documentation process go smoothly. You will also be able to refrain from the hassle of using printers and paper with Matterly. It offers e-signing capabilities to you and your clients.

  • Detailed analytics

Last but not least, Matterly offers detailed analytics to you. You will be able to have a clear view of your marketing campaigns. Based on that, you can decide what changes you should be doing to your marketing campaigns.

Final words

As you can see, Matterly is a perfect software that you can start using in your law firm. Invest in Matterly, and you will never end up with any disappointments.

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