MatterAlert

MatterAlert is a web-based docketing, calendaring, and tickler system that enables legal teams to manage matter-related deadlines, tasks, and case information within a single platform. The application supports automated rules-based calendaring utilizing court rules across 50 U.S. states and more than 2,200 jurisdictions, along with coverage for two provincial courts and the federal court in Canada.

Key features and functions include:

Matter Dashboard Provides an overview of active matters, upcoming deadlines, and case details, offering a centralized view of matter-specific events and tasks.

Outlook Integration Syncs with Microsoft Outlook to import calendar items, tasks, and reminders, supporting workflow consistency across platforms.

PACER Integration Connects with PACER to receive court notices and docket updates automatically, providing live court docketing and case information.

Accounting System Integration Integrates with accounting platforms including 3E and Aderant to support matter-related financial management.

Document Management System Integration Compatible with DMS platforms including iManage and NetDocuments for organized document access within matter workflows.

Automated Deadline Calculators Includes custom deadline calculators and rules-based automation to calculate and manage court deadlines across supported jurisdictions.

Notifications and Reminders Delivers notifications and reminders via email or within the application, with support for an unlimited number of reminders per deadline.

Task Escalation Automatically escalates overdue tasks to support timely follow-through on matter obligations.

Bulk Updates Allows users to apply updates to deadlines, rules, or matter details across multiple records simultaneously.

Audit Logs Maintains a detailed record of all activities and changes within the system to support accountability and compliance review.

Ethical Wall Supports the implementation of ethical walls to assist with confidentiality and conflict-of-interest compliance requirements.

User Roles and Permissions Includes administrative configuration tools to manage user roles, set permissions, and oversee workflows across the organization.

Variable Views and Search Offers customizable views and advanced search functionality to locate specific matters, deadlines, or case details.

Distribution Lists and External Attendees Supports management of stakeholder notification lists and allows external parties to be included in matter-related events.

Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs.

User Interface:

MatterAlert features a user-friendly interface with intuitive navigation and a clean design. It provides a comprehensive dashboard that displays matter-specific information, events, tasks and upcoming deadlines. The interface is designed to be assistant-friendly, allowing for efficient collaboration and task management. It also has an admin control configuration to manage user roles, set permissions, and oversee workflows, ensuring security, accountability, and compliance.