Client Relationship Management (CRM)

Lawyers can be more productive in their conversations with clients, by using a 360 degree view of information. This type of information includes data on current matters, opportunities, contacts, tasks, and bills. By having all of this information at their fingertips, lawyers can provide their clients with a more complete picture of their matters.

Client Centric

Deeper Client Relationships

By having this information at their fingertips, lawyers can be sure that they are fully prepared for their conversations and can explore all potential options with their clients.

Client Overview

Stay Informed

Recent News

Lawyers are always trying to stay ahead of the competition, and now they have a new tool at their disposal: client news feeds. These feeds provide up-to-date information on what the media is saying about a particular topic, including articles, social signals and comments.

Recent News

Simple Reminders

View & Create Tasks

View existing active tasks, or create a new task directly to ensure you are always up to date on communication.

Organization New Task

Grow Your Practice

Mailchimp Integration

Easily add new contacts to Mailchimp email marketing lists directly within Matters.Cloud.

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Details:

Capture Key Client Details

Capture client type, name and other key information.

Simple Search

Use free text search to quickly find existing clients that match the search criteria.

View Matters

View existing active matters, or create a new matter directly from a client to have details populated automatically.

Launch Time Recording

Launch time entry directly from a client to have details populated automatically.