Start, run and grow
your firm in one core.
All-in-one practice management for UK solicitors, whether you’re opening a new firm or moving an established practice onto one system: matters, billing, SRA accounts, documents and AI, from £39 per user.
One platform, end to end.
Stop stitching together six tools. Whether you’re opening your doors or have practised for decades, Matterly gives UK solicitors one system for the whole practice.
Matter management
Every case file, task, note, and deadline in a single timeline your whole team can see — with email and WhatsApp threads filed straight to the matter.
Client intake & CRM
Turn leads into clients with a visual pipeline, AI lead scoring, and one-click conversion into a matter.
Deadlines & key dates
Court and procedural deadlines calculated automatically from your firm’s own rules — business days and UK bank holidays handled for you.
Time & billing
One-tap timers, trust accounting built for the SRA Accounts Rules, and invoices clients can pay online — with Xero sync to keep your books in step.
Documents & AI drafting
Versioned document storage, template merge, and AI-powered first drafts built in.
Compliance & security
AML checks, GDPR tooling, audit trail, and role-based permissions built around SRA obligations.
AI phone assistant
A live number that verifies callers and reads back case status, billing, and updates — so routine calls stop interrupting fee earners.
Simple, transparent pricing
Per user, billed monthly, priced for sole practitioners and start-up firms with room to grow. No hidden fees.
Starter
For sole practitioners and small firms getting organised.
- Matter & contact management
- Deadline calculator (business days & UK bank holidays)
- Time recording & billing
- 5 GB document storage
- Audit trail
- Email support
Growth
For growing firms that run their whole practice on Matterly.
- Everything in Starter
- Client portal & e-signatures
- AI drafting (50/mo)
- Trust accounting (SRA) & Xero sync
- AML checks
- Gmail & Microsoft 365 sync
- WhatsApp Business messaging
- Intake CRM + AI scoring
- 50 GB storage
Pro
For established firms demanding the full Matterly advantage.
- Everything in Growth
- AI drafting (200/mo, then £0.50 each)
- Open REST API
- Advanced reporting & analytics
- GDPR data export & audit tools
- Dedicated CSM
- Unlimited storage
Everything you need to get running.
From first login to firm-wide rollout — guides, support, and developer tools to help your team move fast.
Practical guides on onboarding, trust accounting, and running a paperless practice.
Learn moreStep-by-step articles and answers to the questions firms ask most.
Learn moreAn open REST API with per-firm keys and webhooks, so your tech team can connect the tools you already use.
Learn moreHow we protect client data — encryption, data isolation, and compliance.
Learn more