Contact Management

Secure, Compliant, Smart, and Seamless Contact Management

Manage all your contacts, clients, staff, and communication with MatterSuite. Get an overview of contact details, communication, and relations.

Workflow Integration
MatterSuite Bot
Custom Tagging
Contact Hourly Rate

Manage all your contacts, anywhere you go!

Custom field

Create a new contact, add a custom field to customize your contact management process, and get all the necessary details.

Contact repository

Access all your contacts from the contact repository available in our legal contact management software.

Convert contact into clients

Within seconds, convert your contacts with clients by adding a contact to related matters.

Contact hourly rate

Add your contact as staff within our online contact management software and add an hourly rate for each contact.

Email, calls, insights, and more—powered by MatterSuite contact management

Get access to the contact dashboard, manage contact emails, create contact groups, have a real-time secure chat, and schedule meetings all with our contact management program.

 

Get access to a comprehensive contact dashboard with all the necessary details like email, website, address, and more.

Communicate with all your contacts in real-time with law firm contact management software for legal teams.

With a contact management tool, you can easily schedule an event or assign tasks to your contacts.

MatterSuite contact management solutions help in managing all necessary contact communication for future reference.

How it works

Add person & company both

Select between person and company both according to your requirements for creating a new contact in MatterSuite. 

Create new contact

Create a new contact, and add the necessary details, including name, email, number, address, and website. Create a custom field for additional information.

Attach to matter

You can attach your new contact to the matter to convert it into a client if required in the future.

Generate contact report

Easily generate all reports related to contacts with details like name, email, phone number and more. 

See what our clients are saying

5.0 rating based on 1,234 ratings

MatterSuite’s Contact Management Software has been a game-changer for our law firm. Keeping track of client contacts used to be a nightmare, but now everything is centralized, organized, and easy to access. I can add contacts to matters or just simply convert them into a client. This is one of my most favourite feature.

Rachel G.

Partner at Law Firm

4.0 rating based on 1,234 ratings

 

As part of a legal team, managing multiple vendors and clients has been difficult. We were looking for a tool that is robust and user friendly and MatterSuite exactly delivered that. The software is intuitive and compliant with all necessary data privacy laws

Ortiz S.

Attorney

5.0 rating based on 1,234 ratings

One of the standout features of MatterSuite’s Contact Management Software is how seamlessly it integrates with conflict-check processes. With so many clients and contacts, it becomes difficult to manage contacts and prevent conflict during intake, but MatterSuite comes very handy during the process

David C.

Legal Operations Manager

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Frequently Asked Questions

The contact management system is a tool that is designed to help legal teams and law firms organize their contact information. They can have a dedicated contact repository, with all details such as names, addresses, emails, phone numbers, website, and other relevant information. The software helps keep track of contact relations and communication.
Legal teams handle a lot of sensitive data and contact information is one of the crucial reasons an online contact management system is required for legal teams. Contact management software helps streamline communication, securely storing all data, organizing client details, and ensuring compliance with data protection regulations. Having legal contact management software can reduce manual errors, save time, and make contacts more accessible. Having a legal contact management software can reduce manual errors, save time and make contacts more accessible.
Legal contact management software for law firms stores organizes, and manages contact details in a centralized database. The legal team can add complete contact details and search contact information using filters and categories of contacts. Not just that, the software can also be integrated with third-party tools like email or calendar to set meetings with contacts, clients, outside counsel, or stakeholders.
The best legal contact management software has the following features: Centralized Contact Database: Locate, track, and manage contact data in one secure location. Advanced Search and Filters: This feature helps in finding contacts quickly based on filters and search criteria. Communication Tracking: To help keep a record of all emails and phone calls, having a communication feature is necessary in the software. Customizable Fields: The software should have a customizable field option to let teams add details that are relevant to their industries. Security and compliance: Having a security feature is necessary as it will ensure that your sensitive data is secure.
The cost of cloud-based contact management software varies based on the features that they offers and the size of the legal team. Usually, the pricing models include per-user subscriptions or tiered pricing based on the number of contacts or features. MatterSuite contact management pricing starts from $39.00 per user/month.