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About Matteroom

Matteroom is a SaaS-based practice management solution tailored for professional services providers such as law firms/teams, accounting firms, patent offices, etc. To help professional service providers improve the efficiency of daily operations, reduce operating costs, and save digital assets in compliance with the "Golden Data Standard".
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Matteroom is a SaaS-based practice management solution tailored for professional services providers such as law firms/teams, accounting firms, patent offices, etc. To help professional service providers improve the efficiency of daily operations, reduce operating costs, and save digital assets in compliance with the "Golden Data Standard", all information is matter-centric, assisting professionals to carry out Conflict Search, Matter Management, Project Management, Clocking & Timesheet, Expense management, Billing management, Advanced Customer Relationship Management, and Business Intelligence KPI and Reporting, etc.
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Practice Management

Matter Management

According to the law firm's work model, matter-centricity allows lawyers to work more quickly and intuitively, lawyer teams can collaborate more effectively, and can work with this role through enterprise-level management.

Project Management

Matteroom project management works with milestones and tasks, assigning tasks to specific people and setting deadlines. Allows management to understand the progress of the task status of the case at a glance.
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Clocking & Timesheet

Cross-device, cross-platform-Record, track and distribute billable hours anytime, anywhere. Such as web pages, mobile apps, and Office add-on.

Expense Management

Matteroom Advanced Expense Management provides Smart Scan, which scans invoices on your phone and quickly submits expense requests. Not only can the bill be issued to the customer later, it can also be used as an internal reimbursement approval process.

Billing Management

Matteroom intelligently generates bills that combine case billing hours and expenses. Automatically generate different bills according to the type of case, and automatically save versions, collection records, and payment status, which can help management understand the progress of project payment.

Analytics

Matteroom KPI can configure modules according to customer requirements and provide strategic reference indicators for management. The intuitive KPI monitors the data in all dimensions in real time, helping the case management and the person in charge to understand the data analysis of the entire law firm, case, team and individual in real time.

Advanced CRM

A client-centric Customer Relationship Management (CRM) system designed specifically for law firms & professional services providers. Matteroom simplifies the complex process for and provides the robust functions to help law firms not only track the clients easily, but also increase the cross-selling opportunities.

Conflict Search

Conflict search system can be selected to cover 100% of the inside data, real-time reminders and automatically through the approval. Conflict interest management will no longer be the pain point in legal industry, it helps lawyers improve the efficiency of checking conflict of interests, comprehensive reduction of the hidden risks in the law firm.

Integrations with

iManage
Workshare
SharePoint
OneDrive
Office 365
G Suite

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