DOCUMENT MANAGEMENT

Documents

Create, store and manage documents, emails, precedents, forms and searches in the one place

mattero - Matter-DocumentPreview

Simple creation of documents

It's quick and easy to add documents to a matter or contact. Matter and contact information seamlessly merge 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
  • Edit Microsoft Office documents in-app
  • Create blank documents (Word, Excel or PowerPoint)
Document Tags

Powerful Document Management

mattero's intuitive document management seamlessly integrates with Microsoft Office 365 enabling the easy management of documents and emails.

  • Document Tags provide greater flexibility in sorting, filtering and classifying documents
  • Assign tags to emails and their attachments so they are pre-classified when saving to mattero
  • Configure document tags per practice area
  • Automate documents to ensure consistency and quality of production
  • Automatically saves Searches
  • Share documents with clients through Briefs

mattero - List - DocumentsPreview

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