Every case, on one timeline
Matters are the heart of your firm — so everything in Matterly hangs off them. Open a matter and you get the file, the contacts, the deadlines, the documents, the emails, the time, and the ledger in one place your whole team can see.
- Matter-centric records with practice-area workflows and stages
- Tasks with dependencies and due dates
- A live pipeline view of every matter, grouped by stage
- A live activity feed so nothing gets lost between fee earners
- Two-way client email and WhatsApp messaging, filed to the matter automatically
Turn enquiries into instructions
Capture every enquiry, score it, and convert it — without a lead ever slipping through the cracks. Public intake forms feed straight into a visual pipeline, with AI scoring to help you prioritise the work worth winning.
- Branded public intake forms that create leads automatically
- Visual pipeline from enquiry to instruction
- AI lead scoring and next-best-action suggestions
- One-click conversion of a lead into a fully-formed matter
Never miss a court date again
Set up your firm’s own deadline rules once — limitation periods, response windows, filing deadlines — and Matterly calculates the actual date from any trigger, counting business days and UK bank holidays for you.
- Firm-configurable deadline rules (offset, business-day counting, weekend push)
- One click to calculate a deadline from any trigger date on a matter
- UK bank holidays factored in automatically
- Every calculated deadline lands on the matter calendar and timeline
Bill more, chase less
Record time in a click, raise invoices in seconds, and keep a client ledger built for the SRA Accounts Rules that always balances. Clients pay online; you spend less of your evening on admin.
- One-tap timers and AI-assisted time narratives
- Fixed-fee, hourly, staged, and disbursement billing
- SRA Accounts Rules client & office ledgers with reconciliation
- Online card payments and automatic payment allocation
- Xero sync keeps your invoices in step with your books
Your document room, versioned
Every document lives against its matter, versioned and searchable. Merge templates in seconds, and find anything across the firm with full-text search.
- Versioned, matter-linked document storage
- Template merge fields for letters, forms, and agreements
- Full-text search across your whole document archive
- Built-in e-signature requests with an audit trail
A first draft in seconds
Matterly’s AI reads the matter and drafts the letter, note, or form for you — grounded in your own templates and client data. Review, tweak, and send. It assists your fee earners; it never replaces their judgement.
- AI first drafts from your templates and matter context
- Matter analysis and risk flagging across correspondence
- AI-written time narratives from a short note of what you did
- Every output stays inside your firm — never shared across tenants
Compliance you can defend
AML checks, GDPR tooling, and an immutable audit trail come as standard — with tenant isolation enforced at the database layer so one firm’s data can never reach another.
- AML / KYC checks against contacts and matters
- Immutable audit log of every meaningful change
- GDPR tooling including one-click data export and erasure
- Row-level security so firms are isolated at the database, not just the UI
A receptionist that never puts a client on hold
Clients call a real, dedicated number and speak to an AI assistant that verifies who they are before saying a word about their matter — then answers the routine question itself, or takes a message for a fee earner. No app to install, no portal to log into.
- Live on a real UK phone number, answered in seconds
- Verifies the caller against your matter records before disclosing anything
- Reads back case status, invoices/billing, and recent case updates
- Every call logged to the matter timeline for the fee earner to review
See it on your own matters
Start a free 14-day trial, or book a walkthrough tailored to your practice areas.