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?
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
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
