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MatterSuite
Contact Management

Secure Contact Management for Modern In-House Legal Teams

Keep clients, outside counsel, vendors, and internal teams connected to the matters and work that matter.

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CONNECTED CONTACTS & PRACTICE

Keep Your Legal Relationships Connected

Maintain clean records, control access, and simplify collaboration across your legal operations.

01 — ACCESS CONTROL

Control Access to Sensitive Data

Set role-based permissions so contacts and sensitive client or matter information are accessible.

02 — DATA QUALITY

Keep Contact Records Clean

Use smart linking and conflict checks to prevent duplicate or incomplete records and keep your contacts reliable.

03 — COLLABORATION

Connect Teams Securely

Let legal, finance, HR, and external partners share contact information securely, with integrations for the tools your teams already use.

01 — CONTACT INSIGHTS

See the Full Contact Picture

Bring matter history, tags, and custom contact information together so your team has the context it needs at a glance.

Matter History
Contact Tags
Custom Contact Fields
Contact Dashboard
MV
Dr. Marcus Vance (Expert Witness)

Vance Forensic Consulting • marcus@vanceforensics.com

Verified Active
Tags & Custom Properties
Life SciencesPrimary DeponentRate: $650/hr
Jurisdiction: SDNY & Federal
Direct Phone: +1 (212) 890-4421
Matter #2026-89: BioTech Patent Infringement

Role: Lead Expert Witness • 4 Documents Filed

Conflict Clear ✓
02 — COMMUNICATION

Keep Every Conversation Connected

Communicate with clients and external counsel, share documents securely, and stay updated with real-time notifications.

Real-Time Messaging
Secure Document Sharing
Email Notifications
Push Notifications
Encrypted Messaging & Document Hub

Real-time notifications & outside counsel sync

256-Bit Encrypted
Sarah Jenkins (Co-Counsel)10:45 AM

"I've updated the expert witness interrogatory file. Please review and sign before the 4:00 PM court deadline."

PDF
Expert_Interrogatories_Executed_v2.pdfShared with 3 Outside Counsel • Push Notification Sent
Delivered ✓
03 — TASKS & EVENTS

Coordinate Work With Contacts

Schedule meetings, assign tasks, and track activity involving clients, team members, and outside counsel.

Contact-Linked Events
Task Assignment
Priorities & Accountability
Activity Reporting
Contact-Linked Tasks & Deadlines

Integrated calendar scheduling & activity logs

Sync Active
Deposition Prep with Dr. Marcus VanceCalendar EventTomorrow, 2:30 PM
High Priority
Sign Retainer Agreement & W-9 FormAssigned TaskDue in 2 days
Pending Client Signature
Integrations

Seamless Integrations, Zero Disruption

Connect MatterSuite with your existing legal and business tools

Google Drive
Google Drive
Outlook
Outlook
Dropbox
Dropbox
QuickBooks
QuickBooks
PayPal
PayPal
LawPay
LawPay
Microsoft OneDrive
Microsoft OneDrive
Slack
Slack
Reviews

From the Teams We Serve

We moved everything into MatterSuite earlier this year, and it instantly cut down the chaos. No more digging through emails to find updates or documents.
LM

Lukas M.

Legal Counsel

Contract tracking used to be a constant headache. Now I actually trust the system to remind me before things slip through the cracks.
SL

Sophie L.

Contracts Manager

What I appreciate most is how flexible it feels. We adjusted workflows to match how we already work instead of changing everything around the tool.
MR

Matteo R.

Head of Legal

The reporting tools are genuinely useful. I can finally show leadership, clear numbers instead of trying to explain workload in vague terms.
AK

Anna K.

Senior Legal Analyst

At first I thought the AI features would be overhyped, but the document search alone has saved me hours every week.
DV

Daniel V.

In-House Counsel

Onboarding was quicker than expected. We were up and running without long delays, and the team didn't need much hand-holding to get started.
CD

Claire D.

Legal Operations Manager

Take Contact Management Beyond the Contact List

Give your legal team a clearer, more connected way to manage the relationships that keep legal work moving.