Legal Contact Management Software
Govern Clients, Counsel & Companies with
Secure Contact Management
for Legal Teams
Our secure platform lets legal teams organize clients, vendors, and cross-department partners in one compliant hub.
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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 system 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.
MatterSuite's Legal Contact Management System 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.
As 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.
One 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.
Works With The Tools You
Already Use
- Microsoft Suite
- Dropbox
- Google Workspace
- QuickBooks
Let MatterSuite Be Your
In-House Counsel's Right Hand
AI Legal Assistant
Draft NDAs, contracts, and other legal documents faster, summarize complex files, analyze content for key insights, and accelerate legal research in one workspace.
Discover More →
Matter Management
Centralize matters, tasks, documents, and communication in one place to improve visibility, organization, and day-to-day legal operations.
Contract Lifecycle Management
Streamline every stage of the contract process with drafting, review, approvals, execution, and renewal tracking in a single workflow.
Legal Spend Management
Gain control over legal costs with invoice review, budgeting, spend tracking, and visibility across matters and vendors.
Workflow Automation
Automate routine legal processes, reduce manual effort, and keep work moving with configurable approvals and process flows.
Document Management
Store, organize, search, and share legal documents securely with version control and easy access across your team.
Analytics & Reporting
Make better decisions with dashboards and reports that track matter performance, spend trends, workload, and team productivity.
Client & Co-counsel Portal
Collaborate securely with clients and outside counsel through a branded portal for document sharing, updates, and request management.
See More Features
Explore additional capabilities designed to support your legal team across every stage of work.
Complete Legal Solution
Everything a Modern Law Firm Needs with MatterSuite
Flexible across offices, secure by design, and backed by support you can count on.
Explore MatterSuite
Multi Location
Multi Location
Seamless transition without data loss with dedicated migration specialists. Move matters, contacts, and complete records across locations with zero downtime and full audit trails.
Seamless transition without data loss with dedicated migration specialists. Move matters, contacts, and complete records across locations with zero downtime and full audit trails.
Security
Security
Enterprise-grade encryption and zero-trust architecture. Every access point is authenticated, every data packet protected. Compliance-ready with SOC 2, GDPR, and HIPAA standards built-in.
Enterprise-grade encryption and zero-trust architecture. Every access point is authenticated, every data packet protected. Compliance-ready with SOC 2, GDPR, and HIPAA standards built-in.
Support
Support
24/7 expert support with dedicated account managers and a proactive monitoring team. Get answers in minutes, not days. Our specialists know your system inside out from day one.
24/7 expert support with dedicated account managers and a proactive monitoring team. Get answers in minutes, not days. Our specialists know your system inside out from day one.
Data Migration
Data Migration
Intelligent pipeline orchestration for bulk transfers across any platform. Schema mapping, transformation rules, and rollback safeguards ensure your data arrives clean, complete, and on schedule.
Intelligent pipeline orchestration for bulk transfers across any platform. Schema mapping, transformation rules, and rollback safeguards ensure your data arrives clean, complete, and on schedule.
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 system 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.
