Matter Assistant:
Simplify Workflows

Simplify workflows with seamless Intapp & Outlook integration


Matter Assistant helps legal teams organize, track, and manage updates, documents, contacts, and timelines all in one place.

From retrieving real-time updates to streamlining document handling, our solution keeps everything connected, accessible, and efficient.

Request a demo

Elevate your Matters Process​

Unified Access​

Automatically pull invoices and documents from Outlook with zero manual effort.​

Organized Emails

Automatically bucket emails and attachments into matter-specific folders for clearer, faster navigation.

Instant Contacts

Quickly find and use all matter-related contact details without leaving your inbox.

Accurate Tracking

Record billable time within Outlook to simplify timekeeping and prevent lost hours.

Billing Visibility

View real-time billing and WIP status from Elite 3E to stay informed on financial progress.

Instant Contacts

Work entirely within Outlook while drawing on Elite 3E data for a unified workflow.

The Process is Easy!

Select Documents

Choose single or multiple documents from Outlook or your desktop through the add-in or Doc Assistant.​

Work Seamlessly

Communicate, track time, and manage documents within matter-specific folders in Outlook.

Stay Informed

Monitor billing and WIP inquiry status in real time, ensuring you have up-to-date insights for every matter.

SPEAK WITH AN INDUSTRY EXPERT

Schedule a demo

Fill out the form and we will be in touch to schedule a personalized demo of Matter Assistant.