Legal Contact Management Software
Govern Clients, Counsel & Companies wit
Secure Contact Management
for Legal Teams
Our secure platform lets legal teams organize clients, vendors, and cross-department partners in one compliant hub.
Start your 14-day free trial. Full access. No credit card required to sign up.
Complete
Contact Management for In-House
Legal Teams
All your key legal contacts in one place. From outside counsel to internal teams, easily manage relationships, track interactions, and stay connected without the clutter.
Control Who Sees What
Update the role-based access to ensure only relevant contacts see the data, and keep all sensitive client and case data to protect it from unauthorized users.
No More Duplicate or Incomplete Records
Avoid manual errors during onboarding with smart linking and conflict checks that keep your contact database clean and reliable.
Secure Collaboration Across Departments
Legal, finance, HR, and external partners can safely share and update contact data, integrated with Microsoft, Google, and the tools your team already uses.
Centralize Your Communications and Insights with MatterSuite Contact Management
Get access to the contact dashboard, manage contact emails, create contact groups, have real-time secure chat, and schedule meetings, all with our contact management program.
Everything You Need to Know About Contacts in One Dashboard
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View matter history instantly
Link matter directly to the contact, and access matter data from the contact dashboard within seconds. -
Access tags at a glance
Add tags to contacts for filtering, categorization, or quick access to contact data. Tagging contacts helps improve organization. -
See custom contact fields
Easily view any custom fields added to the contact, like job title, department, or internal notes.
Stay Connected with Clients and Contacts Right When It Matters
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Instant communication, no delays
Contact management software to communicate with all contacts, clients, and external counsel members in real-time. -
Share documents seamlessly
Contact management tools that make document collaboration between the in-house team, outside counsel, and other contacts easy, and send and receive documents securely anytime. -
Get notified in real-time
Receive email and push notifications for all messages in real time and stay in loop with all the communications taking place.
Schedule Tasks and Events Without the Back-and-Forth
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Create calendar events with contacts
Schedule all important meetings, events, and follow up with contacts through the client portal or outside counsel portal. -
Assign tasks across your team
Additionally, you can assign tasks to different contacts like staff, clients, and external counsel, and set the priority and accountability of the task. -
Track and report with ease
Generate detailed reports on tasks, events, matters, and other such activities that are related to specific contacts.
See What Our Clients are Saying
MatterSuite’s Contact Management Software has been a game-changer for our law firm. Keeping track of client contacts used to be a nightmare, but now everything is centralized, organized, and easy to access. I can add contacts to matters or simply convert them into a client. This is one of my favorite features.
Partner at Law Firm.
+ 120 %
Increase in ad awareness in the first monthAs part of a legal team, managing multiple vendors and clients has been difficult. We were looking for a tool that is robust and user-friendly, and MatterSuite exactly delivered that. The software is intuitive and compliant with all necessary data privacy laws.
Legal Operations Manager.
+ 10 k
New followers in the last 4 monthsOne of the standout features of MatterSuite’s Contact Management Software is how seamlessly it integrates with conflict-check processes. With so many clients and contacts, it becomes difficult to manage contacts and prevent conflict during intake, but MatterSuite comes very handy during the process.
Attorney.
+ 50 %
Increase in paid bookings vs last year
Works With The Tools You
Already Use
- Microsoft Suite
- Dropbox
- Google Workspace
- QuickBooks
Let MatterSuite Be Your
In-House Counsel’s Right Hand
Legal Spend Governance
Take control of your legal matter budget. Monitor invoice receivables, billing, and identify expenses with spend insights.
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Vendor Contract Management
Generate, store, and manage vendor agreements. Set renewal reminders, collect e-signatures, and stay compliant.
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Legal AI
From document drafting to legal search, use Ms Ask to reduce manual efforts and increase accuracy.
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Custom Workflow Builder
Build workflows that match your legal practice area and automate repetitive tasks and events.
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Secure Collaboration Portals
Collaborate seamlessly across teams and departments with co-counsel and a client portal.
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Role-Based Access
Protect your team’s sensitive data with permission control, role assignment, and restricted access.
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Legal Analytics and Reporting
Get the full picture of your in-house legal operations. Generate reports and view actionable insights.
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AI-Powered Legal Research
Get insights from case law, statutes, and global regulations all in one place with accurate and fast AI legal research.
Tell me moreThe MatterSuite Advantage
Security
Protect your legal data with enterprise-grade security. 24/7 security monitoring and threat detection.
Support
Get expert support 24/7 via phone, email, or live chat. Easily access our self-serve knowledge base anytime.
Data Migration
Seamless transition without data loss with dedicated migration specialists. Move matters, contacts, calendars, tasks, and more.
Multi-Location
Add multiple locations of your law firm and centralize management across different locations at no additional cost.
Have a question? Check out the FAQ
Couldn’t find what you were looking for ? Contact us at
service@mattersuite.comWhat is contact management software?
The contact management system is a tool that is designed to help legal teams and law firms organize their contact information. They can have a dedicated contact repository with all details such as names, addresses, emails, phone numbers, website, and other relevant information. The software helps keep track of contact relations and communication.
Why do legal teams need contact management software?
Legal teams handle a lot of sensitive data, and contact information is one of the crucial reasons an online contact management system is required for legal teams. Contact management software helps streamline communication, securely stores all data, organizes client details, and ensures compliance with data protection regulations. Having legal contact management software can reduce manual errors, save time, and make contacts more accessible.
How does legal contact management software work?
Legal contact management software for law firms stores, organizes, and manages contact details in a centralized database. The legal team can add complete contact details and search contact information using filters
and categories of contacts.
Not just that, the software can also be integrated with third-party tools like email or calendar to set meetings with contacts, clients, outside counsel, or stakeholders.
What are the key features of legal contact management software?
The best legal contact management software has the following features:
Centralized Contact Database: Locate, track, and manage contact data in one secure location.
Advanced Search and Filters: This feature helps in finding contacts quickly based on filters and search criteria.
Communication Tracking: To help keep a record of all emails and phone calls, having a communication feature is necessary in the software.
Customizable Fields: The software should have a customizable field option to let teams add details that are relevant to their industries.
Security and compliance: Having a security feature is necessary as it will ensure that your sensitive data is secure.
What is the cost of legal contact management software?
The cost of cloud-based contact management software varies based on the features that it offers and the size of the legal team. Usually, the pricing models include per-user subscriptions or tiered pricing based on the number of contacts or features. MatterSuite contact management pricing starts from $39.00 per user/month.
What is the best contact management software for a legal team?
There are various legal contact management software available for the in-house teams.
Here’s what makes MatterSuite the best software for contact management:
- Manage all key legal contacts in one place, from outside counsel to internal team members.
- A legal contact management system gives role-based access to only relevant contacts to avoid unauthorized access to sensitive data.
- Avoid double entries with smart linking and conflict check, keep contacts clean and reliable.
- Have access to the contact dashboard, manage contact emails, create contact groups, chat securely with clients, co-counsel in real-time, and schedule meetings with online contact management systems.
- Create calendar events with contacts through the client portal or the outside counsel portal.
- A legal contact management system assigns tasks to contacts such as staff, clients, and external counsel, and sets the priority.
How does MatterSuite's contact management feature help legal teams?
MatterSuite is built with keeping in mind all the needs of in-house teams, hence it gives a personalized experience to users. Here are some of the key benefits:
- Legal contact management system segregates contacts based on matters and clients to easily access them, avoiding chaos.
- Cloud-based contact management software converts incoming clients' intakes into contacts.
- Generates reports on tasks, events, communication logs, and contact activities to track team performance and client engagement.
- Assigns tags to contacts, such as “vendor”, “expert witness”, or practice area to filter and access groups easily.
- Add extra points, like referral source, hourly rate, or regions served, to any contact record for easily searchable profiles.
- Get real-time notifications on new messages, upcoming meetings, or contacts to always stay updated on matters.
Is my contact data secure with MatterSuite?
Yes! MatterSuite ensures all shared data with contacts stays secure and compliant. It provides enterprise-grade security, two-factor authentication, and SSO for controlled access. An ISO-certified infrastructure and on-demand certification to make sure the in-house team can rely on the software to share sensitive data.