AI & Automation

From a System That Records Work To One That Helps You Complete It

Matterbee brings AI and automation into the flow of legal work, helping your teams move matters forward with less manual effort.

Book a Demo Explore the AI Library

Matterbee AI populating a local authority search report to the client, shown on a tablet

Danny EvansMatterbee LLPBannerdale Road,Sheffield,S11 8EJ,United KingdomTessa Jones87 Ravencarr Road,Sheffield,S2 1QBDear Tessa JonesRE: purchase of 14 Willow Grove, Sheffield, S11 8RTI write to confirm that I have now received the result of the Local Authority Searchrelating to the above Property. This search provides information supplied by theLocal Authority in respect of the Property, and I enclose a copy of the Search foryour records.The Local Authority Search provides replies to standard enquiries and relates solelyto the Property you are purchasing. It does not cover matters affecting neighbouringor nearby properties. If you have any concerns regarding surrounding land or proposeddevelopment, further enquiries may be required.

Document ReviewSearch report analysed Findings ready for review

Document PopulationClient care letter draftedFrom matter information

Correspondence DraftingClient update prepared Ready to review

Smart Time CaptureTime entry suggestedNarrative prepared

Increase Capacity
Remove repetitive work and give lawyers more time for the work that needs their expertise.
Raise Standards
Build greater consistency, quality and control into the way legal work is delivered.
Move Work Forward
Turn the information already inside your firm into intelligent action at the point it is needed.

Introducing

Your "Everything Assistant" for Matterbee

Aster is your conversational command centre for working across Matterbee and your connected tools. Ask questions, work on legal tasks and take action across your entire legal process.

See It in Action

Aster represents a fundamental shift in how legal professionals can interact with technology to get work done.get work done.

Build & Run Workflows
Open Matters
Send Client Emails
Generate Bills
Create Tasks
Trigger Approvals

Secure, governed AI that keeps your firm in control, your actions auditable and your data protected.

If you can access it in Matterbee, you can work with it through Aster.

See It in Action

Secure AI,
Built for
Legal-Grade
Governance

Firm-Controlled Access

Aster respects existing Matterbee permissions, so users only access information and actions they are authorised to use.

Governed Action

AI actions can be controlled, permissioned and audited, with human review and approval built into the process.

Secure by Design

Data stays within approved enterprise infrastructure, protected by controlled access, encryption and strict safeguards around AI use.

AI in Context

AI Works Best When It Has the Full Picture

By bringing all your legal work and data together, Matterbee gives AI the context to produce more relevant, accurate and useful results.

Documents
Emails & Letters
Matter Data
Tasks & Deadlines
Activity & History

Matterbee AIWorking with the context around the matter

Letter draftedFrom the matter file
Summary preparedUp to speed in one read
Question answeredWith sources to check
Time entry suggestedNarrative written

Intelligent Workflows

Put AI to Work Inside Your Workflows

Build a competitive advantage by embedding AI directly into your process, bringing intelligent support into the right step at the right time.

Book a Demo

SearchesContract Pack ReviewReport to ClientExchange

Workflow TriggerContract Pack Received

AI · Document ReviewReview the Contract Pack — Any Issues to Raise?

Issues Found

AI · Enquiry SystemDraft Enquiries for Seller’s Solicitor

Task CreatedReview and Send New Enquiries

AI · CorrespondenceDraft Client Update Email

All Clear

AI · Document PopulationPrepare first draft report on title

CorrespondenceSend Report for Client Approval

Smart Time CaptureTime Entry Suggested

Your AI Toolkit

Purpose-Built AI Tools Ready to Add to Any Workflow

Give your teams a growing library of AI tools for drafting, reviewing, extracting and analysing legal work. Adapt each one to the task at hand, then add it wherever it can help move work forward.

Document Population
Populate in Seconds. Eliminate Repetition.
Auto-fill precedents, forms and standard documents using information already held on the matter, cutting repetitive data entry and giving your team a consistent first draft to work from.
Document Review
Sharper Insights. Faster Review.
Review individual documents or entire document sets to surface key information, summarise important points and identify issues for your team to consider.
Information Extraction
Turn Documents Into Usable Data.
Extract defined information from documents and correspondence directly into matter fields, reducing re-keying and making that information available to the rest of your process.
Letter & Correspondence Drafting
Less Time Drafting. More Time for Legal Work.
Prepare letters, emails and client updates using the context already surrounding the matter, helping your team get to a relevant first draft faster.
Internal Report Drafting
Turn Matter Information Into Structured Reports.
Prepare first drafts of internal reports such as risk assessments, search reports and review summaries using the information already held across the matter, helping teams produce consistent internal analysis with less manual preparation.

Contract Pack Review.docxPrepared by Matterbee AI

Contract Pack — Review Findings Reviewed together: Contract.pdf · TR1.pdf · Title Plan.pdf Clause 4.2 — planning permission reference missingCompletion date differs between the contract and the TR1✓Searches consistent with the title plan✓Defined terms consistent across the pack4 findings · logged on the matter for review

Report to Client.docxPopulated from the matter

MatterbeeInnovative legal solutions.

Local Authority Search — Report to Client Danny EvansMatterbee LLPBannerdale Road, Sheffield, S11 8EJTessa Jones87 Ravencarr Road, Sheffield, S2 1QBDear Tessa JonesRE: purchase of 14 Willow Grove, Sheffield, S11 8RTI write to confirm that I have now received the result of theLocal Authority Search relating to the above Property. This searchprovides information supplied by the Local Authority in respect ofthe Property, and I enclose a copy of the Search for your records.

Client Information — Matter RecordExtracted by AI

ClientTessa Jones✓Property14 Meadow Lane, Sheffield✓Purchase price£425,000✓LenderNationwide Building Society✓DescriptionFreehold purchase of a residential property, with a mortgage from Nationwide.✓

Each field written to the matter record

New Message — DraftDrafted from the matter

Dear Tessa, Good news — your Local Authority Search has now been returned.Two enquiries remain with the seller’s solicitor; both were chasedtoday. We’ll confirm a target exchange date as soon as they respond.Kind regards,Danny Evans, Matterbee LLP

Edit draftApprove & send

Matter Report.docxPrepared from the matter

Matter ReportRCP-12034 · 14 Meadow Lane ProgressSearches returned; enquiries raised with the seller’s solicitorKey InformationFreehold purchase at £425,000 — deposit receivedNeeds AttentionTwo enquiries outstanding, both chased todayNext MilestoneTarget exchange 26 SeptemberSources: 12 documents · 34 emails · matter history

Everyday AI

Make the Everyday Work Easier

Beyond individual workflow steps, Matterbee gives your people intelligent tools they can use throughout the day to understand matters faster and reduce everyday administration.

Your Personal Matter Assistant

Meet ChatBee

Built into every matter, ChatBee is your intelligent AI-powered assistant that turns complex matter files into clear answers, summaries, and next steps.

ChatBee AI answering a question about a matter

“What’s happened on this matter?”

“Summarise the latest correspondence.”

“Draft an update for the client.”

Automated Time Recording

Smart Time Capture

Capture time effortlessly with AI that tracks and suggests entries as you work. Matterbee logs activity across emails, documents, and tasks, ensuring every billable minute is captured.

Traditional PMS: record your timeMatterbee: helps you capture it

Matterbee timers capturing time as work happens

Call with client18m captured

Ready for reviewAdded to Draft WIP

Narrative written“Reviewed contract pack…”

Across the Platform

Intelligence Across the Whole Client and Matter Journey

Matterbee brings AI and automation across the whole client and matter journey, helping your teams remove friction, work more consistently and spend less time on the administration around legal work.

Onboarding Matter Management Documents & Email Management Time & Billing

Open Matters Faster

Reduce the work involved in getting new clients through the door and ready to progress, with AI and automation supporting the checks, documents and processes around onboarding.

AI-Assisted Conflict CheckingHelp surface potential conflicts for review.
Engagement Letter DraftingPrepare first drafts using client and matter information.
Risk & Onboarding SupportUse captured information to help complete assessments and trigger the right next steps.

Spend Less Time Getting Up to Speed

Make it easier for anyone working on a matter to understand what has happened, what matters and what needs attention next.

Matter SummariesBring key activity and developments together quickly.
Ask the MatterFind answers across the information surrounding the file.
Next-Step SupportHelp identify outstanding actions and prepare the work that follows.

Spend Less Time Finding, Reading and Preparing Information

Turn the documents and correspondence already surrounding the matter into something your team can understand and act on faster.

Document ReviewSurface key points, issues and relevant information.
Document ComparisonIdentify differences and inconsistencies across multiple documents.
Email DraftingPrepare relevant responses and client updates.

Spend Less Time Recording the Work

Reduce the administration involved in turning completed activity into accurate, reviewable time entries.

Suggested Time EntriesUse relevant activity to help identify work that should be recorded.
AI-Written NarrativesPrepare clear descriptions of the work completed.
Draft WIP for ReviewGive lawyers a faster starting point before time is submitted.

Responsible AI

Bring AI Into the Firm With Confidence

Matterbee is designed to help firms adopt AI without losing visibility, consistency or professional oversight.

Consistent, Defined Outputs

Build AI around specific tasks, instructions and expected outputs, providing greater control over how it’s used across the firm.

Human in the Loop

AI can analyse, prepare and recommend, but your lawyers remain responsible for reviewing, editing and approving the work.

Secure by Design

Keep Client Information Inside a Controlled Environment

Matterbee uses Microsoft Azure OpenAI Service within EU-hosted infrastructure. Your data is not used to train public AI models, and AI works within Matterbee’s existing permissions and security controls.

EU-hostedNot used to train public modelsRespects permissions

Our Commitment

Let’s Do Legal AI Right

Craig MalcolmCTO, Matterbee

AI is rapidly becoming part of everyday legal work — but it must be introduced with care, clarity and purpose.

At Matterbee, we’re committed to doing AI the right way. That means designing every feature around the real-world needs, expectations and experiences of legal professionals, while holding ourselves to the highest standards of security, compliance and ethical responsibility.

Our AI aims to support legal teams at every stage of the matter lifecycle: automating the administrative tasks lawyers shouldn’t have to do, and driving consistent, confident compliance. The result is a more productive, more focused and more compliant way to work.

And we’re only getting started.

From a System That Records Work To One That Helps You Complete It

Increase Capacity

Raise Standards

Move Work Forward

Your "Everything Assistant" for Matterbee

Secure AI,
Built for
Legal-Grade
Governance

AI Works Best When It Has the Full Picture

Put AI to Work Inside Your Workflows

Purpose-Built AI Tools Ready to Add to Any Workflow