Use Matters.Cloud + FreeAgent to manage your law firm in the cloud

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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

Synced, simple and automatic.

Keep Up To Date

Matters.Cloud automatically syncs relevant details with FreeAgent including clients (contacts), matters (projects), invoices, credit notes, receipts and write offs.

FreeAgent plus Matters.Cloud

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.

Try FreeAgent
FreeAgent

Connect Matters.Cloud to FreeAgent in 3 Steps

Step 1 - Signup to Matters.Cloud

Signup with Matters.Cloud at www.matters.cloud/signup

Signup
Step 2 - Connect to FreeAgent

Navigate to Setup > Integrations, click Connect on the FreeAgent tile.

FreeAgent Connect
Sign in with FreeAgent

Sign in with FreeAgent, and authorise Matters.Cloud to access your FreeAgent data.

Check out related articles on our knowledge base for further information.

FreeAgent Approve

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.