MATTEROOM is a cloud-based practice management platform developed for law firms and professional services organizations seeking to streamline operational, financial, and client management workflows. Its matter-centric structure centralizes key functions, supporting consistent and efficient management of legal work from intake through billing.

Key Features and Functions:

• Clocking & Timesheet: MATTEROOM offers flexible time tracking tools, enabling professionals to capture billable and non-billable time across web, mobile, and Microsoft Office integrations. Users can log time manually, use automated timers, or rely on AI-supported suggestions to maintain accurate, comprehensive timesheets.

• Billing Management: The platform streamlines billing processes through automated invoice generation, customizable billing templates, and support for multi-currency operations. Users can track billing status, manage accounts receivable, and integrate billing data with existing financial systems to support end-to-end revenue cycle management.

• Expense Management: MATTEROOM provides tools for recording, tracking, and allocating firm and client-related expenses. Expense data integrates directly with billing and analytics modules to ensure accurate cost recovery and financial reporting.

• Customer Relationship Management (CRM): The built-in CRM module enables firms to manage client data, track communication histories, and monitor matter activity. Centralized contact management helps ensure consistent client service and streamlined matter intake processes.

• Conflict Search: Designed specifically for legal practices, MATTEROOM includes conflict checking tools that assist in identifying potential conflicts of interest during client and matter intake. This supports compliance with professional responsibility obligations and mitigates operational risks.

• Analytics: Real-time dashboards and reporting tools provide visibility into operational, financial, and client management metrics. Firms can monitor time capture, billing performance, expense trends, and client activity to support strategic planning and resource management.