CRM

Tracking Anytime
& Anywhere

This notification framework not only sends emails but popular social collaboration networks are connected to help professionals avoid missing any critical updates.

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Cross-selling via Chat

Our CRM helps law firms track internal referrals. He/she will automatically be set as a client resource lawyer in New Matter Intake in Matteroom Practice Management. Most excitingly, Matteroom Bot auto creates a chat group for the team to better collaborate.

This design ensures all data can be analyzed from different angles in real-time which can increase the cross-selling opportunities in large-size firms as well.