Platform Video: Workflow

Industry Trends & Challenges


Law firms invest significant time reviewing new leads, managing matter information, and handling administrative tasks like generating an invoice or check request.  What if these processes could be streamlined and simplified?  Attorneys and the Finance team analyze data from multiple systems to attempt to understand key performance indicators by matter, practice group, or dates.  What if this data was easily accessible in a user-friendly, configurable dashboard?  

Platform Video: Workflow

K2 + MatterPRO Solution


Powered by K2 Five, MatterPRO is a matter and case management solution that allows your legal team to manage all matters in one place. MatterPRO is a flexible and intuitive solution that delivers the most effective tools and functionalities that simplify and streamline the day-to-day activities and tasks that consumes a legal team’s precious limited bandwidth. 

In addition, MatterPRO integrates with your financial information to provide the MatterPRO BI Dashboard.  This powerful tool contains interactive dashboards and reports that allow you to manage time and billing, budget, and profitability across all critical dimensions such as timekeeper, matter, department, or date.  

Get the Most Out of Your MatterPRO Solution


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Easily Add New Expenses


  • Load new lead information once in MatterPRO and pass it to the right people at the right time 
  • Check for conflicts prior to engaging on a new matter 
  • Easily configure workflows for different types of matters  

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Process Financial Transactions


  • Generate, review, and approve check requests, invoices, purchase orders, travel requests, and more 
  • Establish approval rules and workflows customized to your firm’s needs

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Analyze 360 Degree View of Time and Billing


  • View, share, and export configurable dashboards 
  • Customize key performance indicators based upon your firm’s priorities

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Extend withIntegrations


  • Leverage your existing systems by connecting them to MatterPRO 
  • Connect with Salesforce, SQL/Oracle, UPS/Fedex/USPS, Concur, Elite, and many others 

How it Works


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Streamline New Matter Intake


  • Connect to a K2 SmartObject 
  • Drag and drop fields onto your template 
  • Build dynamic rules, including optional and repeatable content 

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Simplify Communications


  • Emails, text messages, letters, and phone calls are tracked and stored 
  • MatterPRO integrates with the systems you use every day  

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Make Informed Decisions


  • Manage time and billing, budget, and profitability using interactive dashboards 
  • View caseloads and pending matters 


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Who We Are


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K2 helps you build apps that drive your business forward. Create powerful forms, workflows, and business applications that tie into your line-of-business systems.

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Method Automation builds solutions that transform time-intensive processes into hyper-efficient, user-friendly business applications that increase productivity and provide full visibility.