Built on Salesforce, Matterly is a provider of automated legal solutions, dedicated to transforming the way small to mid-sized law firms operate. Matterly streamlines operations, increases efficiency, and improves client service.
Law Firms on Matterly can radically transform Client Engagement.
Case Status is the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with Matterly via Salesforce will drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth.
Client Engagement
Enhanced Communication
Grow The Law Firm Business
AI-Powered Client Intelligence
Law Firms on Matterly can radically transform Client Engagement.
How This Integration Works with Case Status
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Helpful Resources to Get Started
Getting Started with Case Status
Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.
Step 1: Connect Your System
Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.
Step 2: Configure Your Client Experience
We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.
Step 3: Go Live and Invite Clients
Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.
Matterly
Integration FAQs
No. Case Status integrates directly with MyCase, so your team can continue managing matters in MyCase while updates and contact information automatically sync into Case Status.
Yes. Client messages and attachments sync back to the corresponding MyCase matter to maintain a complete record.
Mapped custom fields ensure that relevant MyCase data appears accurately in Case Status and supports automated status updates.
Internal MyCase notes remain private. Only client-facing updates shared through Case Status are visible to clients.
New contacts and matters sync automatically, usually within minutes.