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Your matter data.
Exactly where your team needs it.

MatterLink is a matter and contact management solution that centralizes client and matter information across your firm - making it easy to track, access, and act on it from the tools your team already uses every day.

MatterLink
Built for
the BEC Suite
Seamlessly connected with Docket Enterprise, LegalBar, and Assemble-It - so your matter data flows across your entire BEC suite.
Centralized
Matter Data
Organize contacts, deadlines, notes, documents, and custom fields for every matter in one controlled location.
Deep DMS
Integration
Connect to iManage, NetDocs, Open Text, and Worldox to bridge matter data with your document management investment.
Firm-Wide
Flexibility
Deploy as a single practice group solution or a firmwide, multi-practice system with custom fields and workflows.

CENTRALIZED MATTER INFORMATION

One Place for Every Matter.

MatterLink simplifies the process of organizing matter information - with intuitive data entry and powerful import tools to move data from Word, Outlook, Excel, or billing systems.

  • Matter Contacts and Related Parties.
  • Matter details, shared notes, and linked documents and websites.
  • Schedules, deadlines, activities, and tasks (integrated with Docket Enterprise).
  • Unlimited custom fields, matter user roles, and access controls.
Centralized matter information

DIRECT ACCESS FROM WORD

Draft Faster in Word.

MatterLink data is at your fingertips from within Word:

  • Open the MatterLink panel from the Word ribbon - no separate application needed.
  • Insert a fully formatted address block into a letter with a single click.
  • Choose between Word content controls or Word table formatting.
Word integration

DIRECT ACCESS TO OUTLOOK

Your Inbox, Connected to Every Matter.

MatterLink data stays connected to your inbox and calendar from within Outlook:

  • Open the MatterLink panel from the Outlook ribbon - no switching between applications.
  • View matter details, contacts, and notes directly alongside any email or calendar item.
  • Access and update matter notes from the Outlook Task Pane without leaving your inbox.
  • Sync docket dates and schedule items between MatterLink and your Outlook calendar automatically.
Outlook integration

Document Management Connectivity

Matter Data Meets Your DMS

MatterLink does for matter information what your DMS does for documents - and connects the two seamlessly.

  • Integrated with iManage, Open Text, NetDocs, and Worldox.
  • View matter documents directly from the MatterLink matter record.
  • Bidirectional iManage integration: open the MatterLink matter from the iManage workspace with one click.
  • Both MatterLink and your DMS are populated simultaneously from your billing system - no duplicate entry.
Document management integration

CENTRALIZED MATTER INFORMATION

Every Court. Every Jurisdiction.

MatterLink includes a searchable courts database your firm can build out with the contact, location, and jurisdiction details every matter requires.

  • Unlimited phone numbers, email addresses, physical addresses, and hyperlinks per court.
  • Built-in list of U.S. District, Courts of Appeal, and Bankruptcy courts.
  • Easily add local courts, regulatory boards, or international jurisdictions.
court database

BUILT TO SCALE WITH YOUR FIRM

One Database. Every Practice.

MatterLink scales with your firm - from a single practice group deployment to a firm-wide, multi-practice solution that maintains consistency across offices and teams.

firm-wide deployment

Every law firm has its own way of working.

See how MatterLink can be tailored to yours - from individual practice groups to firm-wide rollouts.

Let’s talk

FAQ

MatterLink is an on-premise application. If you are seeking a cloud-based document automation solution, consider CoreRelate Cloud.