Bring Matters and
Contracts Into One Workflow

Most in-house legal teams do, even if they do not always realise it. CLM handles the lifecycle of your contracts, covering everything from the initial request and drafting through negotiation, approval, signature, storage, and renewal. Matter management handles the legal work that happens around those contracts and beyond, including disputes, litigation, regulatory matters, compliance work, and internal legal projects. The two functions overlap more than most teams expect. A vendor contract can escalate into a dispute that needs to be tracked as a matter. An employment agreement can trigger an HR matter that requires the original contract as a reference. A supplier renewal can require negotiation that benefits from a full matter workflow. When these two functions are managed in separate tools, your team constantly has to bridge the gap manually. Running both on the same platform means the connection is already there, and your team can move between contracts and matters without losing context or duplicating effort.

There are several significant benefits to running CLM and matter management in the same platform. The most immediate is that your legal data stays connected.

Contracts are linked to the matters they relate to, obligations surface as tasks, and counterparty history is visible across both functions without any manual work. This saves time at every stage, from matter kickoff to outside counsel briefing to leadership reporting.

The second benefit is a reduction in administrative overhead. When contracts and matters live in separate systems, your team spends time re-entering data, chasing the right version of a document, and consolidating reports from two sources. A single platform eliminates all of that.

The third benefit is better visibility. Legal leadership can see contract risk, matter status, and legal spend in one dashboard instead of pulling data from two systems and piecing it together. This makes it easier to report to the board, manage outside counsel budgets, and identify where legal work is slowing down.

Finally, a single platform is simply easier to manage. One vendor, one subscription, one system for your team to learn and use.

MatterSuite is built as a single platform where contracts and matters share the same underlying data layer, rather than two separate products that have been integrated after the fact.

This means that when you create a matter in MatterSuite, you can link it directly to one or more contracts that already exist in the system. The obligations, terms, and counterparty details from those contracts are immediately visible within the matter, without any copying or re-entering of information.

Tasks on the matter can be drawn directly from contract obligations, so nothing gets missed because it lives in a different system. Documents attached to a contract are accessible from the related matter, and vice versa.

Outside counsel instructed on a matter can be given access to the relevant contracts as part of the same workflow. Reporting covers both contracts and matters in a single view, so legal leadership always has a complete picture.

The result is that your team works in one place across the full lifecycle of every piece of legal work, from the first draft of a contract to the resolution of the matter it eventually becomes part of.

Yes, and this is one of the most common reasons legal teams choose MatterSuite.

Many in-house teams find themselves running a standalone CLM alongside a separate matter management tool, paying for two subscriptions, managing two sets of user permissions, and spending significant time keeping the two systems in sync.

MatterSuite is designed to replace both. It covers the full contract lifecycle, from AI-assisted drafting and clause management through approval workflows, e-signature, storage, and renewal tracking.

It also covers the full matter lifecycle, from intake and triage through task management, outside counsel coordination, spend tracking, and reporting.

Because both functions are built into the same platform, the transition from a two-tool setup to MatterSuite typically results in a reduction in administrative overhead, faster matter kickoffs, and better visibility across all legal work.

Migration support is included for teams moving their existing contracts and matter data into MatterSuite.

MatterSuite includes a comprehensive set of features across both products.

On the CLM side, the platform covers AI contract generation, which allows your team to produce accurate first drafts using structured inputs and existing templates.

It includes a template builder and central clause library for standardising contracts across your organisation, e-signature and redlining for collaborating on and executing contracts without switching tools, contract status tracking for monitoring every contract from draft to signed, renewal and expiry alerts for staying ahead of critical dates, and a searchable contract repository for storing and retrieving executed contracts with full metadata.

On the matter management side, MatterSuite includes matter intake and triage for bringing every matter into one system from the moment it arrives, outside counsel management for instructing and communicating with external lawyers, budget and spend tracking for monitoring legal costs per matter, task and deadline management for keeping work on track across your team, document management for organising every filing and correspondence against the relevant matter, and matter reporting and dashboards for giving leadership a complete view of active work and spend.

Both products are included in a single subscription with no additional integration required.

Yes. MatterSuite includes a configurable workflow engine that handles automation across both contract approvals and matter workflows from within the same platform.

On the contract side, approval workflows can be set up to route contracts automatically based on their value, type, counterparty, or risk level.

High-value contracts follow a detailed review path where teams can redline, negotiate terms, and log communications before the contract is approved and sent for signature.

Notifications are sent automatically to the relevant reviewers and approvers at each stage so nothing sits waiting without anyone knowing about it.

On the matter side, tasks can be assigned automatically when a matter is opened, based on the type of matter and the structure of your team.

Deadlines are tracked and alerts are sent before anything is missed.

When a contract is linked to a matter, the workflow engine can surface contract obligations as tasks on the matter automatically, so your team is always working from a complete and current picture of what needs to happen next.

This level of automation across both functions is only possible because contracts and matters live in the same platform.

MatterSuite gives legal leadership a single reporting dashboard that covers the full scope of your legal operations, including contract status, matter progress, outside counsel spend, upcoming renewal dates, and approval bottlenecks.

Because contracts and matters share the same data layer, reports can show the relationship between the two.

You can see which active matters are linked to contracts that are approaching renewal, which outside counsel budgets are at risk of overrun, and which contract obligations are tied to open tasks on active matters.

This level of visibility is not possible when contracts and matters live in separate systems, because the connection between them has to be made manually and is rarely kept up to date.

With MatterSuite, the data is always current and always connected.

Legal leadership can present a consolidated view of legal risk and spend to the board without spending hours pulling and consolidating reports from two different tools.

Teams can identify bottlenecks, track workload across the department, and make better decisions about where to focus time and resources.

Yes. MatterSuite is designed to fit into the way your team already works rather than requiring you to change your processes around the platform.

It integrates with Microsoft 365 and Google Workspace, so contracts and matter documents can be drafted, reviewed, and stored without leaving the tools your team uses every day.

It also integrates with your existing e-signature provider, so you do not need to change your signing workflow to get value from MatterSuite.

For teams using Salesforce, contract requests can be triggered directly from CRM records, keeping your sales and legal teams aligned without manual handoffs.

Additional integrations are available depending on your existing tech stack.

If you have a specific tool you need MatterSuite to connect with, our team can discuss your requirements during the onboarding process and advise on the best approach.