Streamline Your Matter Management Processes from Intake to Settlement on K2 with MatterPRO

matterPRO, the most comprehensive document and case management system for the legal space

Powered by the K2 Five platform, matterPRO is a matter and case management software solution that allows your legal team to manage all matters in one place.

matterPro is a flexible and intuitive solution that delivers the most effective tools and functionalities that simplify and streamline the day-to-day activities and tasks that consumes a legal team’s precious limited bandwidth. 

Maximize Your Legal Teams' Productivity & Profitability with Custom Case Management Tools

New Matter Intake

Disengagement & Archival Process

Add Case-Related Comments

Add Client to Matter

Conflict Check

New Client Welcome Package

Close Matter

Bulk Mailing

Change in Statue of Limitations Alert

Medical Records Request & Review Process

Document Profiled Alert

Case Settlement

Records Center Archive

Matter Reassigned Alert

And so many more…

Looking to Accelerate and Streamline your new matter intake and management processes?

dashboard

matterPRO Dashboard

  • Consolidated view of all matters within the law firm
  • Drill-down functionality for a more detailed look into case information
  • Access to assigned and work in progress tasks
  • Create & assign tasks to team members
  • Export client grid to Excel
  • Accommodates user permissions
  • 100% customizable

matterPRO Contacts

  • Multiple contact address tracking
  • Auto-populate court information into case information
  • Auto-populate city, state, zip code
  • 80,000 zip code database
  • Email verification
  • Mobile number verification
  • Auto-generate deceased alert
  • Auto-generate birthday alert
matter-client general info
Matter Pro Information Page

matterPRO Case Information​

  • View all case information in one location
  • Attach documents & document tracking
  • Medical records
  • Pharmacy and Medical Provider information
  • View Case History
  • Client communication tracking
  • Create & assign case-related tasks to team members

Enhance your law firm’s agility with matterpro

Keep your team on track anytime from anywhere and on any device.

Designed with Integration in Mind To Seamlessly work with the systems you use everyday​

Enhance & Simplify Decision-Making Processes with matterpro's Powerful Financial Dashboard

matterPRO BI Financial Dashboard

  • 100% web-driven using modern, responsive design principles
  • 360-degree view of time and billing based on critical dimensions such as Timekeepers, Dates, Matters, Departments
  • Key Performance Indicators, Work in Progress, and Accounts Receivable measure vital business metrics and financial health with drill-down capabilities
  • SSRS Reports, Outlook Calendar Integration, Budgeting, Profitability, and Predictive tool
  • Share/Export data via Excel, Email, and Printing
  • Configurable Dashboard
Financial Dashboard

Ready to Streamline your legal processes?

Ready to shorten your time to file?

Contact Method Automation Services today!

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