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Capture the client information that is most important to you.
Record all the important information you need to build a complete profile on your clients, other parties, lawyers, law firms, barristers, witnesses and others.
Create individual, company and plural contact records. Plural contacts are a unique way to link multiple contacts together when you need multiple contacts as a client on a matter.
Summarise client interactions in contact notes. Automate the dictation of notes with speech to text recording.
Create custom fields to capture any additional information for either a person or company contact record.
A complete overview of your client with all related matters, documents, tasks and invoices in one place.
A contact’s country field is set to the default country of your legal business enabling faster data entry of new contacts.
Perform a quick and easy conflict check through the related matters tab for each contact.
View a complete list of contacts via the Contacts page and filter by type, text and custom fields.
Start using mattero for free
All Features
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