The Platform
One Unified Workspace
Four connected modules, one data model, one place your firm actually works.
Explore the PlatformEvery matter, task and deadline in one file.
Client and matter onboarding, ID and risk checks — file open in minutes.
Draft, generate, store and search every document in the context of its matter.
Client and office ledgers, WIP, billing and time recording.
Matterbee brings your matters, documents, clients, time, billing, accounts and reporting onto one connected platform, with AI and automation built in from instruction to completion.
A note from us
We believe Matterbee works best as the whole package. Your matters, documents, billing, accounts, reporting and AI all draw on the same information, and that’s where the real difference is made. So rather than splitting the platform into tiers, or charging extra for the features your firm really needs, we include everything at one simple price.
The Matterbee team
The complete Matterbee platform, included as standard.
Manage matters, documents, clients, time, billing, accounts and reporting through one connected platform rather than a collection of separate systems.
ChatBee and Matterbee's embedded AI tools are available to every licensed user, with a monthly AI allowance included as standard.
Configure fields, layouts, workflows, approvals, automations and reporting around different teams, roles and practice areas.
Use no-code configuration, automation, AI and an extensive integration ecosystem to continually improve how your firm works without replacing its underlying platform.
The Standard subscription includes 1,000 AI credits per licensed user per month together with the applicable standard storage allowance. Higher AI usage, third-party licences and separately scoped professional services may incur additional charges. Prices exclude VAT.
One platform licence. No entry-level version with the capabilities your firm actually needs stripped out. Here's just some of what Matterbee can do.
Give every team a structured, configurable workspace for managing matters from instruction through to completion.
Manage the journey from first enquiry to an approved, fully opened matter through configurable, SRA-compliant processes built around your firm's risk and compliance requirements.
Keep matter correspondence and documents organised and accessible from the same workspace as the rest of the matter.
Put AI to work directly within matters, documents and workflows rather than treating it as a separate tool.
Ask questions about a matter, understand its history and quickly surface relevant information from the matter record.
Summarise, analyse, compare and extract information from legal documents and correspondence.
Use information already held within Matterbee to intelligently populate firm precedents and documents.
Generate matter-aware first drafts of letters, emails, reports and client communications.
Analyse matter information and documentation to help identify, draft and manage legal enquiries and responses.
Use information already captured during onboarding to suggest answers and surface potential areas of risk for human review.
Turn activities and matter context into clearer suggested time entries and narratives.
Embed AI actions alongside tasks, approvals, notifications, document generation and other automated steps within configurable workflows.
AI can therefore support an individual task or become part of a much larger end-to-end process, with appropriate human review and approval built in.
Make it easier to capture work, manage WIP and move matters through billing with greater consistency and control.
Manage legal accounting from the same platform as your matters, time and billing, with controls designed specifically around the requirements of law firms.
Build a complete view of clients, contacts and relationships using the same information generated through everyday legal work.
Turn live operational, financial and commercial information into dashboards and reports that provide a clearer picture of how your firm is performing.
Connect Matterbee to the technologies your firm already uses and extend the platform as your requirements evolve.
Because Matterbee is built on Salesforce, firms can also take advantage of one of the world's largest enterprise software ecosystems rather than being limited to a closed legal software stack.
Integration availability depends on your firm's requirements. Third-party licences, implementation and configuration may be required.
Protect sensitive client and firm information with enterprise-grade infrastructure, comprehensive permissions and detailed oversight.
Matterbee isn't a rigid system your firm has to adapt to.
We work with your teams to configure the platform around your practice areas, processes and priorities, helping you establish a strong foundation at launch that can continue evolving as your firm does.
Implementation scope and charges are agreed as part of your proposal. Enhanced administration, bespoke development and third-party costs are priced separately where applicable.
Explore how Matterbee could support the way your firm works today, and help you build a more intelligent way of working for the future.
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