5 Ways Matter365 can simplify law firm management

5 Ways Matter365 can simplify law firm management

Welcome to Matter365

Software is supposed to make life easier. It helps us organize, automate and streamline processes that can be arduous and time-consuming. Sometimes, though, the very tools that are meant to relieve stress can actually be a source of frustration and confusion.

Legal practice management software is designed to make all of the complexities of non-billable work just a little bit easier. Sometimes, though, the true purpose of this software gets lost in the shuffle. As anyone running a law firm knows, standalone legal software platforms always seem to be trying to “re-invent” the way you practice law. 

You know what you’re doing – there’s no need to reinvent the wheel. Perhaps, a little simplification could make your legal practice management software an asset rather than an obstacle. Maybe the old, traditional software you use could benefit from some NewLaw thinking.

Practice management advisor, Tom Caffrey, echoed this idea in a post for the American Bar Association. “The types of problems being solved haven’t changed,” Caffrey wrote. “The technology to solve them has.”

What if you could manage your entire firm through a single pane of glass? Matter365 is the only legal practice management solution that is fully integrated with Microsoft 365. Rather than adding another platform on top of your existing catalogue of software, Matter365 integrates with a Microsoft suite you already use every day.

What would you do if you could spend less time on things like document management, billing and other administrative work? Perhaps you could free up some time for the important things: quality time with your significant other, kids or a little alone time to unwind.

Below you’ll find five ways that Matter365 helps you save time, bill more, and work smarter:

  • Seamless integration with Microsoft 365
  • Quick and easy setup
  • Increased collaboration and alignment
  • Simplified time tracking, billing, and invoicing
  • Streamlined back office and admin support

Seamless integration with Microsoft 365

As you know, a busy legal professional needs every simplifying solution he or she can find. Attorney Lee Rosen of the Rosen Institute touched on the need for newer, more efficient legal management solutions in a recent blog post.

“Everything we used to do with software on our machines can be done better, faster, and usually cheaper with cloud-based products,” Rosen writes. “Strip that laptop down to the bare essentials.”

One way to “strip that laptop down” is to transition from a standalone software (one with its own platform) to one that fully integrates into the applications you already use on a daily basis. Matter365 is built on top of Microsoft Office 365, so you’ll be using the tools and interface you already know and trust. Additionally, all of your data is securely stored on Microsoft’s Azure Cloud, meaning your client’s information is safeguarded by more than 3,500 global security experts.

You already live in Microsoft 365, so why add another platform with its own complexities to the mix?

Quick and easy setup

In addition to providing a familiar user experience, Matter365’s integration with Microsoft 365 provides an ease of setup not seen with other standalone legal practice management platforms. The reality is, many platforms come with a steep learning curve, concerns over security and ownership of client data and a painful, arduous migration process that can slow your law firm down.

Matter365 is a Cloud solution that hyper-integrates the applications you already know and depend on. This means that you’re up and running in weeks, not months. Switching software may seem like a drastic undertaking, but a few short weeks of migration can pay off with great dividends down the road.

Increased collaboration and alignment

Matter365 lets you manage all aspects of your legal firm in one place. You’ll be more efficient, and so will your employees.

Matter365 leverages the power of many of the existing Microsoft Office 365 tools you already use. A comprehensive task management system organized through Microsoft Office 365 Planner lets you prioritize and understand your employees’ workloads. Additionally, Matter365 will help with document management, automatically generating matter-based folders and intelligently linking documents and emails to these matters for easy sharing through Teams, Sharepoint and more. A powerful conflict check can search through all of your firm’s files and alert you if there are any conflicts over a new client.

Streamlined collaboration is even more important in the work from home world spurred by COVID-19. The American Bar Association states that 20% of lawyers reported struggles with productivity due to the lack of structure of a work from home environment. Matter365 makes it easier to manage tasks together, even in a remote setting. More efficient workflow means you and your employees will have less trouble with productivity. 

Simplified time tracking, billing and invoicing

Anyone in charge of a law firm knows that tracking, billing and invoicing can be some of the most time-consuming non-billable work for lawyers. Matter365 boasts features that allow you to spend more time on revenue-generating work for your clients.

Matter 365’s always available timer is a simple way to track your time on different matters. Integration with accounting packages like QuickBooks Online will support you in generating bills and sending electronic invoices, as well as helping in more complicated processes like building trust accounts.

Best of all, our integrated reporting feature can help you view your practice’s activity on the Matter365 dashboard. Recent matters, task statuses, time worked summaries, earnings and account receivables are all in one place for your review.This once again brings the focus back to the remote working world. The COVID-19 pandemic has marked a shift in the way legal professionals work, blurring the lines between work and personal life and sometimes making it more difficult to track productivity. Matter365’s built-in tools make it easier to track time and bill clients more efficiently.

Streamlined back office and admin support

While you and your lawyers may benefit greatly from Matter365, so will your support staff. Matter365 helps streamline and quicken the processes for month end billing, accounts receivable and accounts payable. If your support and admin staff can spend less time reconciling invoices and entering data into a system, they can be freed up to help with more important tasks for your firm. Plus, a happier support employee lessens the chance of costly turnover and re-hiring.

Matter365 makes life easier for your admin support. And it might mean you don’t need to add an extra non-revenue generating employee to your payroll.

If you want to streamline your firm with a cutting-edge, Microsoft-integrated law practice management software, Matter 365 is the way to go. Try Matter365 free for 30 days, or schedule a demo today.

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