Legal Matter Management Software: Simple & Intuitive

Matter Management

Simplify your Matter Management

Everything related to matters are together in one central location.

All Features

Access everything in the one place

Matter Dashboard

The matter dashboard includes a quick time entry display panel, along with a timeline of recent activity. Summaries of time, costs and tasks are an easy reference in brightly colour-coded tiles.

Matter Details

A simple clean overview of key matter information including fee estimates, costing methods and practice area.

Matter Pages

All your matter details including contacts, documents, tasks, invoices, searches, and trust consolidated in one electronic file.

Customise matters your way

Matter Custom Fields

Track all the information you ever need with flexible custom fields. Create generic fields to be used in all practice areas or they can be specific to a particular practice area. The choice is yours.

Yearly Matter Numbers

Simplify searching and sorting of matters with a custom matter number that can automatically include the Year along with a sequential matter number.

Matter Grid Layout

Display up to five custom fields in the matter grid layout to show the detail you need. Easy viewing, easy reporting.

Dictate and automate

Note Dictation

Automate note creation and save valuable time with mattero’s speech to text dictation. No typing required.

Templated Matter Tasks

Create a default set of tasks based on practice area which is automatically applied to each matter. Account for every step of a matter with streamlined follow-ups and reminders for your team.

Matter Task Calendar

Switch your list of matter tasks to a calendar format and work more efficiently from a consolidated monthly view of tasks.

Reporting on matters

Matter Lists

Filter, sort and search for your matters, recent matters, or all matters with matter lists. Use the Bulk Actions to assign matters to another lawyer or to export a list of matters.

Reports

Flexible onscreen reports provide a snapshot of a matter’s WIP, outstanding’s, balances and more. Print or export to excel for further analysis and data mining.

Frequently asked questions

How do I assign multiple/plural Clients to a Matter?

You can create a Plural Contact with two or more Contacts, then assign this to a given field.

How do I edit/delete Time Records (Costs) from a Matter?

A Matter's Time Records can be edited or deleted via its Costs page. Only Costs with a Not Invoiced status can be edited or deleted.

Can I keep the Matter Numbers from my legacy system when I import them to mattero?

You cannot keep the Matter Numbers from your legacy system when you import your Matters into mattero. Importing a Matter from a legacy system will cause its Matter Number (including any prefixes or suffixes) to be removed.

However, in mattero, you can set your Matter Numbers to start from a given number to provide continuity with your legacy system.

For example, if your legacy system's last Matter Number was "100", you can set your mattero Matter Numbers to start from "101" to continue the count.

How do I configure taxes and make GST applicable/non-applicable on a Matter?

Taxes, such as the Goods and Sales Tax (GST) can be configured to always be applied, never be applied, or be optionally applied in mattero.

How do I configure calculated Custom Fields (expressions)?

You can create a calculated custom field (or "expression") within either a Matter or Contact to automatically calculate new information from existing data, such as to generate the cooling-off period after a purchase.

How do I restrict access to certain Matters?

You can create and assign Security Roles in mattero with various levels of access, and assign one or more Users to these Roles as needed.

Once you have created Security Roles for your organisation, you can then add restrictions on which Roles can access certain Practice Areas, which will restrict access to any Matter created under this Practice Area.