fastMatter is a web-based
Legal Accounts Software,
Legal Case Management System &
Legal Practice Management System.
It helps legal professionals keep track of their clients' matters, tasks, files, bills & monies, while staying fully SRA compliant & MTD ready.
Based in the UK, we have worked closely with numerous legal professionals in creating what we believe is the BEST and most budget-friendly all-inclusive case management softwear on the market.
work securely and reposefully
from anywhere, from any device.
faster, simpler, better
Why legal teams love fastMatter?
Fast
Record and collaborate at the speed of thought.
True-Realtime technology.
Visual
Every aspect has been thought through to create seamless experience and maximise your team's productivity.
Powerful
all the mission-critical functionality that you need to run your law firm
Good Value For Money
at just £39.99/u/m for the all-inclusive package we aim to be the most budget-friendly CMS software on the market
Features at a glance
(click to expand each item)
Automated & Full Legal Accounting
- Most Case Management Systems on the market have basic "Trust Accounting" features, but not a full Accounting system, and certainly not an automated one! In most cases their accounting solution rests on integration with 3rd party accounting providers like Xero, QuickBooks, Sage, etc, which in most cases are not a good fit as far as Legal Accounting is concerned. fastMatter is a Legal Accounting System in itself!
- Transactions are created automatically while you deposit money into Client Acc, create Disbursements, create Bills and pay them, enter Expenses, etc
- full Chart of Accounts with 86 default accounts
- fully separate Trust Accounts (Client account, Deposit account, etc)
- you can create as many separate Trust Accounts as you need
- Multi-Currency (you can maintain accounts in any currency, and exchange rates are updated hourly)
- easy bank reconciliation
- Income & Expenditure
- Expense tracking
- Profit & Loss
- Trial Balance
- Balance Sheet
- Year-End functionality
- VAT calculation (Accrual & Cash methods)
- Disbursements from Client and Office accounts
- Client Interest calculation
- SRA rules compliance
- MTD - file your quarterly VAT return directly to HMRC
Billing / Invoicing
- fastMatter offers the most user-friendly invoicing interface
- you see the Bill while creating it
- as little as 30 seconds to create a Bill
- add billable items, disbursements and discounts while creating the bill
- email Bills directly to client
- easily track unpaid Bills
- pay the Bill from Client account
- optional Bill-Approval workflow: fee-earners can create draft bills, while Cashiers or Practice Managers approve them
- Huge time saving on bill-processing: creation, emailing, approval, tracking, paying, refunding and cancellation
Online Payments
- Issue Money-Requests and have your clients pay straight into your Client account. You can then use these monies to pay interim bills.
- Optionally, create Invoices/Bills that your clients can pay directly into Office account from their email
- fastMatter will process the payments and automatically record the transactions correctly
- No Human-error
- No more money going into the wrong type of account
- It will cost your client 1.95% -- cheaper than any other payment gateway
- No more need for bulky payment terminals!!! No more need for ~£20/month subscriptions.
Cloud based File-manager
- Drag&Drop files into your matter
- Have constant access to all matter documents wherever you are
- Create documents from templates
- Email documents out
- Create and edit .txt files
- Manage files & folders
Tasks management & Priorities
- Create tasks for each matter
- Assign tasks by simply dragging a user onto that task
- Dates: Deadlines, Key dates, Calendar
- Attach files to tasks
- Drag tasks to rearrange priorities
True Realtime collaboration
- Your coworkers see the changes to matters in real-time (depending on roles and permissions, of course)
- Constant connectivity
- Creates incredible sense of teamwork!
- Your screen becomes the virtual office - Depending on permissions, everyone can see who is working on what
- Especially great when some are working remotely
Document Automation
- Choose from hundreds of tokens which you can insert into a Word document; and then put into your Templates Library
- Next time you want to create that Customer Care letter, it will take just a couple of seconds.
- Huge time saving on repeated Copy/Pasting (11 hours per Fee-Earner per week)
- No human errors!
- Especially great when some are working remotely
Matter Templates
- Huge time-saver!
- Create matter-templates for recurring types of matters (e.g. Consultation, Litigation, Property Purchase, Divorce)
- Customise everything from colour, to assignees, contacts, task-list, priorities, workflow, attached files, flat rates, hourly-rates or even hourly rates per activity type etc
- Next time you create a new matter from a template, all your presets will be automatically inherited, and you can further modify them as you wish
SRA Compliance
- SRA compliance
- GDPR compliance
- MTD (Making Tax Digital) compliance
- Automated Client-Care letters generation
Making Tax Digital READY
- Submit your quarterly VAT returns from inside fastMatter
- fastMatter does all calculations for you. Both Standard (accrual) and Cash Accounting methods.
- fastMatter is one of the very few Legal Software providers listed on HMRC's approved suppliers list!
Calendar & Key Dates
- Firm’s calendar of deadlines and Key-Dates
- Personal user’s calendar
- Easy drag-&-drop functionality
Time recording
- You can use the Stopwatch Timer
- Or you can add time-recordings manually
- You can add 6-minute Units, or you can do it by whichever granularity that suits your law firm
- Depending on permissions some users can add time on behalf of others (great for assistant/secretary workflow)
Reports & Visualisations
- Who's working on what
- Billing Targets
- Fee-Earner Productivity
- Expense tracking
- Live Charts
Reminders & Notifications
- Whenever changes happen to matters and tasks that a fee-earner is assigned to, he/she will be instantly notified. Apart from creating a trackable log of changes, this also helps all involved fee-earners stay up to date with the progress on each relevant matter and task.
Attendance notes
- Record at the speed of thought in real-time
- Notes Dictation, to save time on typing.
Conflict of interests check
- fastMatter has one of the most thorough COI checks. That's because we use "layered-array" search, with 6 layers of searches, each of which runs in combination. This minimises the chance of COI tremendously.
Contacts
- It may look like just another library of contacts, but it's more nuanced than that and cleverly done. For one, you can search by a multitude of fields, not only names (useful for when you want to find out who that missed call came from).
- Additionally, you can take annotations about each contact and use this Contacts library as a basic CRM.
Privacy & Permissions per matter
- You can set up Roles and give permissions to users in that role, which will apply across all matters. But then you can also set up permissions and restrictions for individual matters themselves. This allows you to maintain a highly granulated control over privacy of some clients.
Complex Matters
- Some matters can be more complex than the rest. Some matters can have several Clients and several Other-Parties, some of which might be organisations. Some clients might have several matters, and might move moneys between those matters. There are numerous other complications that might occur. We have thoroughly thought out all those possibilities in advance, while keeping in mind the necessity to keep it simple by default. fastMatter starts with ease-of-use and flexibility in mind, and precisely because of that it can progress from simplicity to complexity depending on your law firm's needs.
Inter-organisational Collaboration
- A fastMatter user can be a member of several law firms or organisations simultaneously and have different roles and permissions in each of those organisations. For example one can be a cashier or a barrister or accountant for several law firms, which means that within each law firm he/she can have access to that information which was specified by a given law firm's director. While allowing for incredible boost in time-saving and productivity, this feature maintains a high-degree of privacy and data-security!
Security
- We host in the UK - in the same space where RCJ and leading multinational banks host.
- We ensure that your communications are secure using bank-grade 256-bit SSL encryption.
- All of fastMatter’s infrastructure is hosted at physically secure location in the UK.
- Managed data centres meet the rigid SSAE 16 specifications.
- ISO27001
- Backups are performed every hour!
