Use Matters.Cloud + FreeAgent to manage your law firm in the cloud
Powerful. Easy. Online.
Manage your law firm
Matters.Cloud enables legal professionals to track time and expenses, manage clients and matters, raise invoices, develop opportunities and keep up to date with tasks all within a single cloud based platform.
Get Matters.Cloud Try FreeAgent
Keep Up To Date
Matters.Cloud automatically syncs relevant details with FreeAgent including clients (contacts), matters (projects), invoices, credit notes, receipts and write offs.
What Matters.Cloud Does
Clients & Matters
Brings together key information related to clients, contacts and matters. Helping to break down matters into key phases and tasks with integrated estimation capabilities.
Time & Expenses
Provides time and expense recording practices that meet the needs of law firms. Including managing client, matter or activity based rates, plus a range of billing arrangements.
Invoicing
Simplifies processes like raising detailed matter invoices, capturing payments and managing client funds.
Opportunities
Provides visibility on your key opportunities, whilst allowing you to convert them to a matter at any time without rekeying data.
App Marketplace
Integrates with other commonly used tools including DropBox for document collaboration, Mailchimp for email marketing and more.
What FreeAgent Does
Powerful. Easy. Online.
Run your entire business from anywhere
FreeAgent's online accounting software brings everything together, from invoices and expenses to VAT, payroll and tax returns.
Connect Matters.Cloud to FreeAgent in 3 Steps
1 - Signup to Matters.Cloud
Step 1 - Signup to Matters.Cloud
Signup with Matters.Cloud at www.matters.cloud/signup
2 - Connect to FreeAgent
Step 2 - Connect to FreeAgent
Navigate to Setup > Integrations, click Connect on the FreeAgent tile.
3 - Sign in and authorise Matters.Cloud
Sign in with FreeAgent
Sign in with FreeAgent, and authorise Matters.Cloud to access your FreeAgent data.
Details:
Sync Clients
Clients created in Matters.Cloud will automatically be created as contacts within FreeAgent.
Sync Matters
Clients created in Matters.Cloud will automatically be created as projects within FreeAgent.
Initial Data Load
Choose whether to import existing projects from FreeAgent, or export clients and matters from Matters.Cloud.
Sync Invoices & Credit Notes
Invoices or credit notes created within Matters.Cloud will automatically be created within FreeAgent.
Sync Receipts & Write-Offs
Receipts and write-offs created within FreeAgent will be imported into Matters.Cloud on a scheduled basis.