MATTEROOM is a SaaS solution designed for professional firms, offering features like time tracking, expense management, and billing. However, its extensive functionalities may require initial training for new users. Despite this, MATTEROOM's comprehensive tools enhance operational efficiency and provide valuable business insights.

MATTEROOM Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

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What Is MATTEROOM?

MATTEROOM is a cloud-based practice management solution designed for professional services firms across industries such as legal and consulting. It addresses common operational challenges by offering tools for time and expense tracking, billing, and financial management. These functionalities aim to streamline daily tasks, reduce administrative burdens, and enhance overall efficiency. Additionally, MATTEROOM's analytics platform provides real-time data insights, empowering firm leaders to make informed, data-driven decisions.

MATTEROOM Pricing

The software offers four packages:

  • Starter: $29/user/month
  • Professional: $49/user/month
  • Premium: $69/user/month
  • Enterprise: Custom quote is provided.
MATTEROOM cost will differ depending on your organization type and needs. Users can get pricing according to the plan that is most suitable for them.

Disclaimer: The pricing is subject to change.

MATTEROOM Integrations

MATTEROOM software seamlessly integrates with various business applications, including:

  • Google Drive
  • iManage
  • Net Documents
  • Microsoft OneDRive
  • Quickbooks Online
Watch a free MATTEROOM demo to learn more about its integrations.

Who Is MATTEROOM For?

The software is designed for businesses of all sizes spanning industries, such as:

  • Legal
  • Accounting
  • Engineering design
  • Digital marketing
  • Consulting

Is MATTEROOM Right For You?

MATTEROOM is praised for its affordability and user-friendly interface, making it an invaluable tool for firms looking to optimize operations and boost profitability. By streamlining workflows, minimizing administrative burdens, and enhancing financial oversight, it ensures compliance and empowers better decision-making with real-time insights. Its efficiency-driven approach improves productivity, facilitates seamless team collaboration, and helps firms manage operations more effectively while reducing costs. With comprehensive solutions designed for long-term success, MATTEROOM enables businesses to operate smarter and achieve sustainable growth.

Still not sure if MATTEROOM is right for you? Get in touch with our customer support team at (661) 384-7070, and it will help you make a confident decision.

MATTEROOM Features

MATTEROOM's billing management offers visual presentations of bills and payments, enabling management to track the financial status of each matter or project. It provides insights into available budgets, billable versus non-billable hours, and aging receivables, facilitating informed financial decisions.

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The clocking & timesheet feature enables timekeepers to record time entries anywhere and anytime using mobile apps and Office Add-ons. This device-independent functionality ensures accurate time tracking across platforms, enhancing productivity and simplifying time management processes.

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MATTEROOM's conflict check, powered by Azure OpenAI, enhances compliance and mitigates risks by providing instant access to comprehensive entity information. It proactively identifies potential conflicts, optimizing intake and Know Your Customer (KYC) processes for a competitive edge in legal practice.

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The practice management module offers a matter-centric approach, eliminating data silos and enabling true digital transformation. It provides capabilities to connect and be connected, supports big data applications, and ensures mobility, allowing work anytime and anywhere.

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MATTEROOM's expense management module includes a Smart OCR Add-on, allowing digital photo receipts to be auto recognized and populated into the system. This automation saves hours on data entry, streamlining expense reporting and reducing administrative burdens.

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Pros and Cons of MATTEROOM

Pros

  • User-friendly interface
  • Improves team productivity
  • Customizable to specific needs
  • Clear and concise reporting
  • Seamless desktop and mobile integration

Cons

  • Requires manual organization of information
  • Lacks direct connection to real-time internet data sources
  • Counterintuitive mouse pointer interactions
  • Occasional software crashes

MATTEROOM Reviews

Overall Rating

4.8

5 Review(s)

Rating Distribution

5

star

(4)

4

star

(1)

3

star

2

star

1

star

May 2024

Professional software at a great price

Jeep

Law Practice

Ease of use

10

Value for money

10

Customer Support

9

Functionality

9

Pros

The case management features are well designed to meet the specific needs of law firms.

Cons

There's no standalone application for Matteroom's services, which makes it less convenient to use since everything runs through a web browser. It would also be helpful if some features could work offline.

May 2024

A really useful tool

Raymond

Law Practice

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Pros

Our firm relies on Matteroom for a variety of tasks, with case and conflict management being the most important. The desktop and mobile apps sync perfectly, making it easy to access pending and newly approved cases at a glance. Active cases and team lead information are also readily available. After several years of use, I have had very few issues with the software.

Cons

Occasionally the system crashes but the helpdesk is quick to respond and issues are resolved promptly.

May 2024

It is a perfect choice for our team

Kunchou

Law Practice

Ease of use

10

Value for money

9

Customer Support

10

Functionality

9

Pros

Matteroom has been a game-changer for our team, significantly improving productivity and collaboration. The userfriendly interface makes it easy for anyone to get started, no matter their technical background. One of the best features is its clear and concise reporting, which gives us valuable insights and helps us make quick, informed decisions. The platform is also highly customizable, letting us tailor it to our specific workflows. On top of that the customer support team is outstanding, always going the extra mile to make sure we get the most out of it. Matteroom has become an essential tool for us and we highly recommend it to anyone looking to streamline their processes and boost efficiency.

Cons

It has a lot of great features, like an simple interface and clear statistics, but there are a couple of drawbacks. It doesn't automatically sort all information, so some manual organization is needed, which can be time-consuming. I also wish it could connect directly to internet data sources for real-time updates. Despite these limitations, it's still a solid tool, and improvements in data sorting and internet integration would make it even better.

Frequently Asked Questions

Yes, MATTEROOM offers an API.