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
