Matter Docketing and Calendaring - SEO
Overview
MatterAlert is a matter-centric docketing, calendaring and tickler system designed to help legal teams manage all matter-related information seamlessly in one platform. The right tickler and docketing system makes it easy to keep track of all critical tasks across all matters so that you never miss any deadlines.
Features
Powerful Matter Docketing and Calendaring Platform. No Installations or Add-ons Required for Users.
Matter Templates
Design Matter Templates for different matter types (e.g. IP matters) or specific clients to enforce collection of certain information and documents, and to automate creation of tasks and calendar events every time a matter of same type is created.
Court Rules
Automatic Calendar Event Creation
MatterAlert is integrated to Court-Rules Service which tracks critical trigger dates (such as limitation periods, deadlines, tiral dates, etc.) of select courts across North America.
Based on Court Rules, calendar events and reminders are automatically created at the time of creating a matter.
Dates are tracked during lifetime of a matter, and if a court updates their rules, calendar events are automatically updated to reflect the new dates.
Matter Dashboard
View/update all matter related information in one central place.Â
This is made possible by integration to accounting system, document system, and Microsoft 365/Exchange.
Notifications
MatterAlert notifications make sure the matter team never misses any critical dates or limitation periods:
- In-dashboard
- Individual Emails
- Daily consolidated emails
- Calendar Reminders and updates
Accounting System Integration
Matter Alert is integrated to well-known accounting systems such asÂ
Thomson Reuters 3E and Aderant and timekeeper information can automatically be imported to MatterAlert.
Automatic Syncing of Dates and Rules
MatterAlert automatically adjusts calendar events dates as limitation periods and critical dates (e.g. court date or mediation date)Â change and then, syncs it with all user calendars.
Additional Features
Task Escalation
A specific type of timekeeper (e.g. Matter Attorney) can be defined in the matter template so that they are notified when important tasks are due and not marked as completed.Â
This is a double measure ensuring that critical tasks are dealt with within the allotted timeframe.
Distribution Lists
Tasks and Events can be assigned to Distribution Lists (e.g. IP Department) instead of an individual.Â
Any member of the Distribution List will receive the event in their
calendar automatically.
Outlook Integration
MatterAlert seamlessly integrates into Office365 and Exchange Servers (2010 and above). So, calendar events and reminders created or updated in MatterAlert are automatically reflected in Outlook. With an efficiently crafted work schedule for each user, operations can run smoothly and cost effectively, boosting productivity and profitability at the same time.
Bulk Updates
Matter teams change as people leave or join the company or the team. Using bulk updates, a docketing manager can seamlessly make bulk changes to events related of a matter or across multiple matters.Â
For example, when an attorney departs from the firm, all events, appointments, and tasks created in MatterAlert can be assigned to a new attorney with just a few clicks.Â
Those changes are automatically reflected in for each subscriber.
Easy Rollout
No problematic desktop installations is needed. MatterAlert is web-based; all the users need to connect is a browser.
Our application design is clean, modern, and responsive, and it adapts to the size of
the screen users use; whether it is a desktop, tablet, or any mobile device.
External Attendees
External contacts can be included as event attendees (if you choose to).Â
System will automatically send event invites and reminders to the added external contacts.Â
This flexibility makes communication with clients and other parties so much easier and seamless.
Audit Logs
Any changes in the system is logged and can be audited.Â
Changes include any update in the matter, adding or removing attendees, or updating any calendar task or event.
Ethical Wall
We understand how important it is to keep matter related information private and only accessible by the proper stakeholders.Â
MatterAlert can be setup to synchronize with your in-house ethical wall, so when a new matter is uploaded into MatterAlert, by default only the approved users would have access to the information pertaining to that specific matter.Â
 Approved users can be manually added or removed from within the application as well.
Assistant Friendly
An assistant can be approved to manage their attorney’s calendars on MatterAlert, as well as having their own personal calendar which allows them to create, change and set appointments, reminders, and assign matter specific tasks.
Variable Views and Powerful Search
Frequently Asked Questions (FAQs)
MatterAlert can integrates to any accounting system. Currently we have integration with ELITE 3E and Aderant. Matter, client, timekeeper, and Ethical wall information can be imported automatically.Â
MatterAlert integrates with popular DMS systems, netdocuments and iManage.
Yes, the Case Locator feature helps users to easily find cases using details like name, docket number, jurisdiction, or dates. Users can generate a case list, select the relevant one, and add it to a matter.
Yes, MatterAlert integrates with Microsoft 365 and Exchange Servers. It uses CourtRules to track and create calendar events automatically for critical trigger dates and pushes them to Outlook calendar(s).Â
Time Capture allows users to log time manually or directly from existing tasks and events. Users can select tasks/events, add them to a timesheet, and input details like task codes, billing type, hours, and descriptions.
It allows users to select multiple events or tasks and add a prefix or suffix to their subjects, making it easier to organize them.
CourtRules is a service that tracks critical trigger dates (e.g., deadlines, trial dates) of courts across North America, and it integrates with MatterAlert for automatic calendar event creation.Â
Triggers defined in the matter template can automatically generate tasks. MatterAlert uses CourtRules to automatically create and manage court-related events based on critical trigger dates.Â
Matter-related appointments and reminders can be set up as manual events, task-based events, or limitation (CourtRule) events.Â
PACER integration lets users add cases by searching or entering case details like docket number and jurisdiction. Users can preview cases, and download or purchase documents within MatterAlert.
Yes, MatterAlert can automatically adjust calendar events and synchronize them with user calendars when trigger dates change.Â
Calendar events and reminders created or updated in MatterAlert are automatically reflected in Outlook, ensuring efficient scheduling.Â
