Create, store and manage documents, emails, precedents, forms and searches in the one place
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)
Powerful Document Management
mattero's intuitive document management seamlessly integrates with Microsoft Office 365 enabling the easy management of documents and emails.
Document Tagsprovide 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
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
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