MatterLink

MatterLink organizes case details, related contacts, notes, attachments, time-sensitive dates, and custom fields inside a single matter centric file. Consistent layouts and search help staff retrieve information quickly, while links from Word and Outlook reduce switching when drafting, scheduling, updating records, or confirming who is connected to each matter.

Calendars, docket entries, and tasks post to a centralized schedule that syncs to each user’s Outlook. Built-in rules-based calculations, recurring events, and email reminders keep critical dates visible, supporting litigation and transactional work while preserving the familiar calendar view attorneys already rely on every day.

Ribbon tools and reusable templates in Microsoft Word streamline document assembly from matter data. Standardized styles, numbering, and file stamps reduce formatting cleanup, while merge fields inject client and matter values into forms, letters, and pleadings to cut repetitive typing and lower the risk of copy-paste errors.

For litigation groups, court-rule support and optional connections to trusted court data providers place deadline information next to matter records. Staff can validate schedules, check updates from the courts, and align docket-driven tasks with recent filings and orders so teams respond on time with fewer manual checks.

MatterLink Web provides read only access to client, matter, and schedule information from a browser on computers and tablets. This supports quick reference away from the desktop while maintaining a single source of truth for calendars and key case details. These MatterLink features aid day-to-day coordination across attorneys and staff.