The Platform

The Last Practice Management Platform You’ll Ever Need.

Matterbee represents a next generation approach to practice management, giving your firm a modern, flexible foundation that keeps adapting with you.

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The Challenge

Why Practice Management Needs a Different Approach

Traditional systems are difficult and expensive to adapt as your firm changes, increasing vendor dependence and leaving you struggling to keep pace with new technology and better ways of working.

The Solution

A Next-Generation Legal Platform, Built In Three Layers

Matterbee is built differently so it can keep adapting as your firm changes.

A complete legal practice management platform, Matterbee is built on Salesforce, giving your firm a flexible enterprise foundation designed to adapt, integrate and continuously improve over time.

  1. 01SalesforceThe Enterprise FoundationSecure, scalable and configurable infrastructure powering Matterbee.+

    Matterbee is built on Salesforce, giving your firm an enterprise foundation designed to evolve, integrate and adapt.

    Enterprise-Grade Infrastructure
    Proven security, resilience, permissions and audit capabilities at the foundation of the platform.
    Cloud Native
    No on-premise servers or traditional upgrade projects. The underlying platform continuously evolves.
    Built to Adapt
    Fields, layouts, rules, workflows and automations can be configured without conventional software development.
    Built to Connect
    An API-led architecture designed to connect with Microsoft and the wider technology around your firm.
  2. 02MatterbeeThe Complete Legal PlatformA unified practice management platform built specifically for legal work.+

    Matterbee brings the core systems your firm needs together in one purpose-built legal environment.

    All-in-One by Design
    Matter management, onboarding, documents, time, billing, legal accounting, CRM and reporting in one connected workspace.
    Built for Legal Practice
    Matter-centric processes, practice-area workflows, legal accounting controls and the tools needed from first enquiry to file closure.
    One Connected View
    Legal, financial and commercial information shares the same underlying platform, giving you a clearer view across matters, clients, teams and the firm.
  3. 03Your FirmYour Ways of WorkingConfigured around how your firm actually works.+

    Your processes, workflows, permissions, data, reporting, integrations and automations can be shaped around your firm, rather than forcing your firm to fit the software.

    Your WorkflowsYour ProcessesYour DataYour IntegrationsYour Automations

That’s Three Layers. All Continuously Evolving.

  • SalesforceEnterprise Innovation

    Backed by billions in annual R&D, with major platform updates delivered three times a year.

  • MatterbeeLegal Innovation

    New legal capabilities, technology and improvements delivered as the platform evolves.

  • Your FirmContinuous Optimisation

    Keep improving your processes on a no-code platform designed to adapt easily as your firm changes.

Built to Keep Getting Better

Start with a complete legal platform, shape it around your firm, then keep improving it as your needs evolve.

Out of the Box

Start Strong

Matterbee brings matter management, document management, billing, legal accounting, CRM and more together in one connected platform from day one.

A quick-start implementation gets your teams up and running without building a system from scratch.

Matterbee matter workspace with participants and conflict checks
Matter ManagementMatter workspace ready
Document ManagementDocuments filed to the matter
Billing & WIPTime, WIP & billing connected
Legal AccountingClient & office ledgers ready

Personalise

Make It Yours

Configure Matterbee around your matter types, workflows, processes, permissions and billing arrangements.

Matterbee workflow configured to your processes
Your Matter TypeResidential Purchase
Your Workflow42 stages & tasks
Conditional Process · Leasehold detectedAdditional steps added
Approval Rule · Payments over £5,000Partner approval required

Continuously Improve

Keep Getting Better

As your firm changes, Matterbee changes with it. Refine processes, introduce new workflows, add automations and evolve how your teams work.

Matterbee workflow tasks automated and improved
Process Improved7 manual steps → 3 automated
New Automation AddedExchange confirmed→ Client email→ Matter updated→ Completion tasks created
AI Added to ProcessContract review enabled
New Integration ConnectedLand Registry ✓

A Platform That Adapts With You

Matterbee’s no-code foundation makes it easier to change how the platform works, so it can keep growing with you rather than becoming something you eventually outgrow.

  • Shape How Teams Work

    Configure matter types, screens, fields and processes around different teams and areas of law.

  • Build In Your Controls

    Add conditional steps, approvals, permissions and prompts wherever your firm needs them.

  • Automate the Process

    Turn repetitive work into intelligent, multi-step workflows that move matters forward automatically.

  • Measure What Matters

    Adapt reports and dashboards around the information your firm wants to understand.

Remove Repetitive Work With a Powerful No-Code Automation Builder

Matterbee gives your firm a powerful no-code automation builder, letting you turn almost any repeatable process into a chain of automatic actions.

Powered by Salesforce

Automate Almost Any Process Without Code

  1. 01People & TasksAssign work, route approvals and trigger the next action.
  2. 02Documents & CommunicationsGenerate documents, send emails and keep clients updated.
  3. 03Data & IntegrationsUpdate records, run calculations and connect external systems.
  4. 04AI & IntelligenceTrigger AI analysis, drafting, extraction and decision support automatically.
It’s not just an off-the-shelf package. You can customise it around what you need, without the massive cost that usually comes with adapting an existing system.
Katie ChasonPartner, Williams & Co Ltd.
Williams & Co Solicitors office

One Connected Platform for Better Work & Oversight

In-Built Reporting & AnalyticsOpen & IntegratableAll-in-One Workspace

All-in-One Workspace

Everything Works Together

Instead of stitching together separate systems, Matterbee creates one connected environment around the matter, with information shared across the platform.

  • One Connected Matter — documents, communications, activity and financial information stay together in context.
  • Less Duplication — reduce re-keying and information being maintained across separate systems.
  • A More Joined-Up Experience — teams work from the same live information across the firm.
The MatterDocumentsClients & CRMWorkflowsTimeBilling & WIPLegal AccountingReportingEnquiries

In-Built Reporting, Dashboards & Analytics

See What’s Happening Across the Firm

Matterbee gives your firm powerful, self-service reporting built into the platform.

Matterbee reporting dashboard with firm KPIs and charts for fees billed by department, open matters by type, WIP by fee earner, debtor ageing and logged time
  • Open Matters128▲ 6% vs July
  • Unbilled WIP£412,600▲ 3% vs July
  • Billed This Month£186,240▲ 9% vs July
  • Utilisation74%Target 75%
  • Build Your Own Reports — filter, group and analyse the information that matters to your firm.
  • Create Live Dashboards — bring multiple reports together into real-time views for teams, departments or leadership.
  • Share Insight Across the Firm — give the right people access to the reports and dashboards they need.

Open & Integratable

Connect the Technology Around Your Firm

Matterbee’s Salesforce foundation and open APIs make it easier to connect with Microsoft 365, specialist legal tools and the wider technology your firm relies on.

  • Connect Your Technology — bring external systems and services into the processes running through Matterbee.
  • Keep Information Moving — allow data to flow between Matterbee and the wider systems your firm uses.
  • Stay Open to What Comes Next — build on an extensible platform designed to connect with new technologies.
Key Integrations
Salesforce
Outlook
Word
Microsoft 365
OneDrive
SharePoint
Azure
Teams
DocuSign
Xero
QuickBooks
Land Registry
Credas
OpenAI
+More via open APIs

Cloud & Mobile Access

Manage Everything, From Anywhere

Whether in the office or on the move, Matterbee’s secure cloud and mobile access keeps teams linked to every matter, client, and document.

Download on theApp StoreGet it onGoogle Play
Matterbee mobile app showing today’s calendar, tasks and matters on two phones

Your Firm’s Gateway To AI Transformation

Matterbee brings AI into the same connected environment as your matters, documents, data and processes, helping it support real legal work in context.

Explore Matterbee AI →

Book a Demo With Our Experts

See exactly how Matterbee works for your firm — live, with someone who understands legal practice.

  • Tailored to your practice areas
  • AI working on real matter data
  • One platform for your entire firm
  • Built on Salesforce, trusted for scale

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Your main practice area
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