Document Automation

Automate Documents, Precedents and Forms

Simply create and populate documents from scratch or with templates.

All Features

Keep on Top of your Document Management

Document Templates

mattero's document management seamlessly integrates with Microsoft Word enabling the creation of precedents, forms and documents in no time at all. Save forms and precedents as templates with dynamic merge fields and produce more accurate documents with less time spent on administration work.

Simple Creation of Documents from Templates

It's quick and easy to create a document from a template on a matter or contact. Matter and contact information seamlessly merge into a pre-defined document template saving you time and reducing the risk of errors

Classify Documents

Assign tags to each document template so any documents created from the template are pre-classified and easy to find.

Frequently asked questions

Can I customise my document’s headers and footers?

Yes, you can upload a header and footer to be applied to your document templates in mattero, which can include both text and images (such as your organisation’s logo).