Document Automation

Simply create and populate documents from scratch or with templates.

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
  • Improve consistency and quality of production
  • No repetitive document creation
  • No repetitious re-typing of information
  • Save administration time

Simple creation of documents

It's quick and easy to add documents to a matter or contact. Matter and contact information seamlessly merges into a pre-defined document template saving you time usually spent on administrative tasks. mattero's drag and drop feature saves documents and emails directly into the document folder.

  • Automate documents using mattero's document templates
  • Drag and drop documents, emails and files
  • Preview documents including large PDF's in mattero's preview pane
  • Categorise documents for easy filtering
  • Edit Microsoft Office documents in app

Document overview

One central place for every document, email, precedent, form, PDF ever created.

  • Quick access to your most recently worked documents 
  • Dynamic search and filtering capabilities to find that ever elusive document
  • Preview documents in mattero's preview pane

Ready to give us a go?


Try mattero for free