CRM - Customer Relationship Management Software

CRM, Sales pipeline, Campaigns & Sources, ROI reports - all tailored specifically for a the needs of a law firm

Kanban-based CRM: simply drag&drop leads' cards from one stage into the next as they progress through your sales pipeline

Sales pipeline: create as many pipes and customise as much as you need, to fit the workflows and requirements of your law firm

Campaigns & sources: track which leads and clients came from which source - how they found you.

ROI reports: keep track of how much you are spending on each campaign, and track the ROI effectiveness of each campaign. A unique feature of fastMatter is that you can connect a campaign/source to a particular account and fastMatter will automatically update how much you are spending on a particular campaign/source, and thereby, keep ROI figure constantly updated. It is because fastMatter has all your data in one place, that it can allow for such a unique feature.

Features at a glance

• Automated Full Legal Accounting:
  Transactions are created automatically while you deposit money into Client Acc, create Disbursements, create Bills and pay them, enter Expenses, etc
• Billing / Invoicing:
  fastMatter offers the most user-friendly invoicing interface
• Mass-Billing:
  Create multiple bills from a single interactive screen
• Accept online payments:
  Issue Money-Requests and have your clients pay straight into your Client account.
• Bank Reconciliation:
  fastMatter lets you connect your bank accounts to online-banking, and load your transactions.
• SRA Compliance:
  fastMatter helps you to stay compliant with SRA Accounts Rules.
• Making Tax Digital READY:
  Submit your quarterly VAT returns from inside fastMatter
• True Realtime collaboration:
  Your coworkers see the changes to matters in real-time
• Matter Templates:
  Huge time-saver!
• Cloud based File-manager:
  Drag&Drop files into your matter
• Document Automation:
  Choose from hundreds of tokens which you can insert into a Word document.
• Tasks management & Workflows:
  Create tasks for each matter
• .Calendar & Key Dates:
  Firm’s calendar of deadlines and Key-Dates
• Time recording:
  You can use the Stopwatch Timer
• Reports & Visualisations:
  Who's working on what
• Reminders & Notifications:
  Whenever changes happen to matters and tasks
• Teams & Branches:
  Create Teams or Branches, and assign users to them.
• CRM for Law Firms:
  Customer Relationship Management (CRM) software to satisfy the needs of most law firms
• Contacts & Relationships:
  It may look like just another library of contacts, but it's more nuanced than that
• Privacy & Permissions per matter:
  You can set up Roles and give permissions to users in that role
• Complex Matters:
  Some matters can be more complex than the rest
• Inter-organisational Collaboration:
  A fastMatter user can be a member of several law firms or organisations simultaneously
• Security:
  We host in the UK - in the same space where RCJ and leading multinational banks host.