Matter management

Your matters
under control

Centralize documents, meetings, and tasks; collaborate with your team in real time

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Matters
+
All matters 24 active
MATTER STATUS OWNER
G
García & Asociados VAT · 2024/0284
Active Alfonso
M
Martínez López LSC · 2024/0182
Active Laura
R
Rodríguez S.L. Laboral · 2024/0148
Pending Alfonso
P
Proyectos Norte Fiscal · 2024/0094
Active María
Activity updated
✓
Active matters 24
Billable time 32:48 h
↗
Productivity +18,4%
one place

Everything that happens in a matter,
connected.

Organize and centralize all client information, monitor every action, optimize time spent, and manage matter billing with tools designed for modern firms and businesses.

Organization

Notes

Create detailed notes for every action, log time spent, and assign collaborators and locations. Attach key emails and documents so all information related to your matters is centralized and accessible at any time.

✓
Centralized information

All your information in a single view

↗
Complete history

Never lose relevant information

✓
Notes and tags

Customize your tags

Expediente
•••
Notas Tiempo Facturación
PLAZO
02/09/2024 · 09:15
#VAT
HISTORIA
05/09/2024 · 10:23
#LSC
SEÑALAMIENTO
15/09/2024 · 18:30
#FUNDACIÓN
AGENDA
26/09/2024 · 11:25
FECHA
27/09/2024
HORA
12:32
TIPO
Historia
AUTOR
Alfonso
Destacada Interna Facturable Tarea
PDF
Documento.pdf 2,4 MB
Documentation

All matter information, always at hand.

The entire history of your matter ordered and quickly accessible at all times.

✓
Centralized information

All your information in a single view

↗
Complete history

Never lose relevant information

✓
Notes and tags

Customize your tags

Time & Billing

Turn worked time into revenue.

Track time spent on each task or note and generate automatic billing reports. Keep control over total billed amounts, pending balances, and improve your firm or company’s financial efficiency.

✓
Centralized information

All your information in a single view

↗
Complete history

Never lose relevant information

✓
Notes and tags

Customize your tags

Tiempo trabajado LIVE
03:24:32
TARIFA 150,00 $/h
IMPORTE 511,33 $
IMPORTE A FACTURAR 511,33
3h 24m 150 $/h
Tipologías
Nombre Código Estado
Fiscal y tributario FT
Asesoramiento AS
Proyectos PR
Pro bono POB
Nueva tipología
Pro bono
POB
253 R
104 G
104 B
Fiscal
Asesoramiento
Customization

Customize your matters

Configure matter types, statuses, and note categories to mirror your firm’s structure. Customize every workflow and achieve maximum productivity without sacrificing flexibility.

✓
Centralized information

All your information in a single view

↗
Complete history

Never lose relevant information

✓
Notes and tags

Customize your tags

Global vision

Tracking widgets and metrics

Interactive dashboards that simplify task tracking, completed goals, reached stages, and productivity metrics. Make quick decisions based on real data from your matters.

✓
Centralized information

All your information in a single view

↗
Complete history

Never lose relevant information

✓
Notes and tags

Customize your tags

Evolución expedientes Últimos 7 meses
•••
120 90 60 30 0
ENE FEB MAR ABR MAY JUN JUL
CONTROL DE TIEMPO 02:34:25 Objetivo: 5 hrs
FACTURACIÓN 35M
↗
Productividad +18,4%
CUSTOM DEVELOPMENT

Tailored software features and custom tools designed to power your firm

Generic software does not fit every operational need. Through custom engineering, we translate your ideas into robust functional software tailored to your team, workflows, and growth targets.

Integrations Connect Matfy with your core existing platforms.
Automation Transform repetitive routines into automated digital workflows.
Custom Features We develop exact capabilities specified by your practice.
custom-workflow.js
custom
JavaScript UTF-8
Deployment successful
Tailored to your business
✓Expedientes
◷Tiempo registrado
€Facturación
Transform your firm

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