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Matteroom‘s Microsoft Office Add-On

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About Matteroom

Matteroom is a practice management solution tailored for professional services providers such as law firms/teams, accounting firms, patent offices, etc. To help professional service providers improve the efficiency of daily operations, reduce operating costs, and save digital assets in compliance with the "Golden Data Standard".
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Practice Management & Advanced CRM

Matteroom is a practice management solution tailored for professional services providers such as law firms/teams, accounting firms, patent offices, etc. To help professional service providers improve the efficiency of daily operations, reduce operating costs, and save digital assets in compliance with the "Golden Data Standard", all information is matter-centric, assisting professionals to carry out Conflict Search, Matter Management, Project Management, Clocking & Timesheet, Expense management, Billing management, Advanced Customer Relationship Management, and Business Intelligence KPI and Reporting, etc.

Matter Management

According to the law firm's work model, matter-centricity allows lawyers to work more quickly and intuitively, lawyer teams can collaborate more effectively, and can work with this role through enterprise-level management.

Project Management

Matteroom project management works with milestones and tasks, assigning tasks to specific people and setting deadlines. Allows management to understand the progress of the task status of the case at a glance.

Clocking & Timesheet

Cross-device, cross-platform-Record, track and distribute billable hours anytime, anywhere. Such as web pages, mobile apps, and Office add-on.

Expense Management

Matteroom Advanced Expense Management provides Smart Scan, which scans invoices on your phone and quickly submits expense requests. Not only can the bill be issued to the customer later, it can also be used as an internal reimbursement approval process.

Billing Management

Matteroom intelligently generates bills that combine case billing hours and expenses. Automatically generate different bills according to the type of case, and automatically save versions, collection records, and payment status, which can help management understand the progress of project payment.

Advanced CRM

Matteroom CRM is customer-centric, not process-centric. You can easily manage marketing campaigns and get effective information to help you accurately track potential customers. Matteroom CRM provides a customer scoring function, which can set customer cycle reminders to help law firms effectively reacquire customers.

Business Intelligence

Matteroom KPI can configure modules according to customer requirements and provide strategic reference indicators for management. The intuitive KPI monitors the data in all dimensions in real time, helping the case management and the person in charge to understand the data analysis of the entire law firm, case, team and individual in real time.
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Seamless Integration

Matteroom integrates with the products of global leaders in technology industry such as Office 365, OneDrive, iManage, Workshare, etc., as well as our own products MATTERLINQ and Matteroom Compare, to create a legal technology ecosystem.

Products

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Matteroom Export Tool for iManage Work

Stop spending a lot of time and manpower packaging and downloading all documents in the workspace of iManage Work. The new Export Plug-in is launched!
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Matteroom Compare

Matteroom Compare is a tool that makes your life easier. Come check the redefined documents comparison tool.
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Conflict Search

Matteroom Conflict search system, based on the enterprise big data engine. Conflict search system can be selected to cover 100% of the inside data, real-time reminders and automatically through the approval.
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Practice Management

Matter Management, Project Management, Clocking & Timesheet, Expense management, Billing management, and Business Intelligence KPI and Reporting.
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Knowledge Management

An easy-to-use web portal that integrates with iManage Work to let users apply to upload / download documents into / from Knowledge Management library.
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Butler

The Butler module for iManage Work developed by STG specifically designed to solve the no AD problems for law firms to control users cannot modify AD password.
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Supervision Engine

Matteroom Supervision Engine is an internal supervision tool developed by STG based on the feedback requirements of iManage Work's law firm and legal users.
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iManage Bridge

Matteroom Workspace Producer changed name as iManage Bridge. It imports legacy data (Files + Meta Data) into iManage v10 System leveraging its latest RESTful API, creating Workspaces; importing Documents along with the meta data & user permissions intelligently.

Key Features

1

Matter-Centric

Adapting lawyer’s work habit, all data is around Matter. Document / Email Management, Project Management, Financial Management, Calendar Management, and even Chatting history can be presented with one key stroke.

2

Highly Efficient

A good system empowers the management of an enterprise to bring the maximum work efficiency among the organizaiton, Legal Industry especially requires more attendtion to be compliant on daily basis.

3

Strict Control

At each stage of a process, only the authorized one is allowed to perform corresponding operations, by strict privilege management embedded, ensuring compliance with the relevant rules and regulations.

4

Strong Compliant

Integrate global best compliance practices and concepts into the system, which helps the upper management to be able to oversight all structured and unstructured information by leveraging the embedded Policy Engine.

Integrations with

iManage
Workshare
SharePoint
OneDrive
Office 365
G Suite
Fangda partners

“Matter Management and Conflict Search of Matteroom are both based on a powerful enterprise searching engine. Its simplified and easy-to-use Responsive UI as well as Matteroom’s professional advice and deep understanding of the user behavior in the legal industry also convinced our leadership to adopt Matteroom.”

– Fangda Partners IT team and partners (2017.6)

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