Solutions · By technology
Keep your tools. We work with them.
We build on what you already pay for. Here’s how Matterline fits the most common practice set-ups.
Microsoft 365
Outlook calendars for booking, SharePoint or OneDrive for files, Teams for tasks and digests.
Google Workspace
Google Calendar for booking, Drive for files and templates, Gmail for client email.
Moved from one staff member’s phone to the WhatsApp Business Platform, so the whole team can see and respond.
Your CRM
Practice-management systems or general CRMs. Where there’s an API, we connect to it. Where there isn’t, we find the next best route and tell you the limits.
Stripe and Xero
Deposits taken by card and reconciled into your accounts.
DocuSign or PandaDoc
Agreements signed online with an audit trail.
Start with a Practice Diagnostic.
A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.