Matterly - The Legal Software For Any Sized Law Firm for Salesforce
- Category rank
- #308 in Customer Service
- Price from
- $125 / user / month (USD)
- Listing audit
- 66/100
Matterly - The Legal Software For Any Sized Law Firm is a Salesforce AppExchange app by Baobab Partners. With a rating of 5.0★ from 1 reviews, it currently ranks #308 in the Customer Service category.
Matterly - The Legal Software For Any Sized Law Firm is the #308 ranked Customer Service app on Salesforce, with a 5.0 average rating from 1 review, as a paid app, as of Nov 9, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 9, 2026
Matterly - The Legal Software For Any Sized Law Firm ranks #308 of 1,158 in Customer Service on Salesforce. It holds a 5.0★ average from 1 review on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2022
Cons
- −Only 1 review — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Matterly - The Legal Software For Any Sized Law Firm
How Matterly - The Legal Software For Any Sized Law Firm works
Features on the platform itself * The platform is pre-configured to support the management of Matters: * Collection, Litigation, and General Matters are supported by default. * The following custom data types/objects are already created and available: * Recovery Sources * Corporations * Matter Assignment * Time Tracking * Invoices * Invoice Line Items * Payments * External Payers * Expenses * NYSCEF Email parsing and association: * Users can easily configure an “Email Service”. Following that, they can set up forwarding rules in their email service of choice to point Supreme and Civil Court alerts related to their Matters/Cases to this address.
* Easy Matter entry interfaces: * Custom entry wizards have been built for the following types of Matters: * Collections * Litigation * General
Key features
- Quickly enter all of the information related to a client and matter in one seamless flow.
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
