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MatterAlert

by PaayaTech


Overview

MatterAlert is a docketing, calendaring and tickler system designed to help legal teams manage all matter-related information in one platform. The modern, web-based application seamlessly integrates with Microsoft Outlook, allowing users to sync their calendar items, tasks, and reminders to simplify workflows and keeps important information organized and accessible. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada.

Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs.

User Interface:

MatterAlert features a user-friendly interface with intuitive navigation and a clean design. It provides a comprehensive dashboard that displays matter-specific information, events, tasks and upcoming deadlines. The interface is designed to be assistant-friendly, allowing for efficient collaboration and task management. It also has an admin control configuration to manage user roles, set permissions, and oversee workflows, ensuring security, accountability, and compliance.

Functionality:

1. Matter Dashboard: Provides an overview of all matters, upcoming deadlines, and important case details.

2. Outlook Integration: Syncs seamlessly with Microsoft Outlook, allowing users to automatically import calendar items, tasks, and reminders.

3. Easy Rollout: Simple setup process for quick deployment across an organization.

4. Unlimited number of reminders: Set multiple reminders for each deadline to ensure timely action.

5. Notifications: Receive timely notifications and reminders via email or within the MatterAlert application.

6. Accounting System Integration: Integrate with accounting systems for efficient financial management.

7. PACER Integration: Receive court notices and dockets automatically with live court docketing and case information. 

8. Bulk Updates: Make bulk updates to deadlines, rules, or other matter details with ease.

9. Task Escalation: Automatically escalate overdue tasks to ensure prompt attention.

10. Audit Logs: Maintain a detailed log of all activities and changes within MatterAlert.

11. Ethical Wall: Implement ethical walls to ensure compliance with confidentiality and conflict-of-interest requirements.

12. Assistant Friendly: Collaborate with assistants by assigning tasks, tracking progress, and managing deadlines.

13. Variable Views and Powerful Search: Customize views and use advanced search options to quickly find specific matters or deadlines.

14. Distribution Lists: Easily manage and notify multiple stakeholders involved in a matter.

15. External Attendees: Include external parties as attendees in matter-related events and meetings.

for more info please visit https://www.MatterAlert.com 

 

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HEADQUARTERS
Canada
LANGUAGES
English,
French
OFFICES
US,
Canada
X-Twitter
YEAR FOUNDED
2007
REGIONS SERVED
North America
Latest Funding Round
Latest Funding Round
Total Funding Amount
Total Funding Amount
Areas of Use
TARGET AUDIENCE
Corporate Legal
Law Firms - 500+ lawyers
Law Firms - 100-499 Lawyers
Law Firms - 20-99 lawyers
TYPE OF USER
  • PRACTICE AREAS
  • Value Proposition
    Value Proposition

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