Innovative New Feature in Matters.Cloud Automatically Creates Contacts When Filing Emails

Global News

03
Oct
2023

Editor

Matters.Cloud, a leading provider of innovative legal practice management solutions, is thrilled to announce the launch of a groundbreaking feature that will revolutionise the way law firms manage their client and contact information. With the automatic contact creation feature, Matters.Cloud users can now effortlessly keep their contact database up-to-date while streamlining their email filing processes.

The new feature extends the capabilities of Matters.Cloud for Microsoft Outlook by providing firms with the following benefits:

• Up-to-Date Contact Information: Matters.Cloud's automatic contact creation feature seamlessly identifies and adds new contacts during the email filing process, ensuring that all team members have access to the latest contact details. This promotes improved collaboration and more effective client relationship management.
• Effortless Contact Verification: The system takes a proactive approach by checking whether a contact already exists based on their email address. This eliminates duplicate entries and guarantees data precision.
• Enhanced Relationship Management: When a contact is associated with an existing organisation, Matters.Cloud automatically links them to the corresponding record. This empowers relationship partners to stay informed about all connections between the firm and its clients.
• Complete Contact Records: For new contacts which belong to an organisation that a firm has no prior dealings with, Matters.Cloud creates comprehensive contact records using publicly available information such as the organization's name, website, and LinkedIn profile.
• Integration with Leading Document Management Systems: Matters.Cloud's automatic contact creation feature seamlessly integrates with leading document management systems used in the legal industry, including NetDocuments and OneDrive for Business. This integration eliminates the need for users to save emails separately to their chosen DMS, simplifying the workflow.
• Visibility of Matter Relationships:  Both new and existing contacts are automatically linked to each matter, providing clear visibility of all key participants. This ensures that contact information is readily available for related processes such as document automation and conflict searching.

Matters.Cloud is committed to delivering innovative solutions that empower legal professionals to work more efficiently and effectively. The automatic contact creation feature represents a significant step forward in simplifying contact management and streamlining the email filing process for legal practitioners.

"We are excited to introduce this game-changing feature to our users," said Fraser Mayfield, Founder and CEO at Matters.Cloud. "Our mission is to provide legal professionals with tools that simplify their work and enhance their client relationships. With the automatic contact creation feature, we are doing just that by making it easier than ever to maintain accurate contact records and streamline the email filing process."

Matters.Cloud for Microsoft Outlook is backed by a robust and user-friendly interface, enabling seamless integration into existing workflows without the need for extensive training or technical expertise. The application's intuitive design ensures that legal professionals can quickly adapt and start benefiting from its features right away.