Benefits of integrating Matters.Cloud

Matters.Cloud enables information concerning your clients, contacts, matters, and documents, to be managed in a single storage location to allow efficient collaboration within your team. You can choose from a variety of user-friendly time and expense-recording functions designed to cater to the requirements of busy legal professionals.

Generating professional-looking invoices is simplified through the Matters.Cloud platform, and the integrated visual editing capabilities allow you to verify that each invoice aligns with expectations before sending them to your clients. The platform also includes built-in features for effectively managing client account funds and insightful dashboards to keep you up to date.

How Matters.Cloud works with FreeAgent

Once you have connected your Matters.Cloud account to FreeAgent, information related to clients, projects, invoices, credit notes, receipts, and write-offs will be synchronised automatically.

How do I get started with Matters.Cloud?

You can start synchronising your Matters.Cloud information with FreeAgent by following these steps:

1. Log in to your Matters.Cloud account.
2. Navigate to 'Setup'.
3. Navigate to the 'Integrations' page.
4. Select ‘Connect’ on the FreeAgent tile.
5. Log in to FreeAgent and authorise Matters.Cloud to access your FreeAgent data.