The Evolution of MatterSuite

Upgrade your practice management without manual data transfer stress. Simply provide our team with your Clio CSV exports, and we'll take it from there — accurately mapping your Matters, Contacts, Billing, and Tasks directly into your new workspace. We ensure a smooth, secure transfer so you can stay focused on your clients while we handle the technical details.

Record or upload your audio or video files, and MatterSuite's AI will automatically generate a precise transcript for your review. Once transcribed, you can seamlessly edit the text and associate it with the relevant matter to create summariez, notes, or time entries. From client consultations to internal briefings, ensure no detail is lost in translation.

MatterSuite CLM gives every contract a clear, controlled path from first draft to execution.

Create contracts in three ways:

Generate a first draft using AI by describing what you need, upload an existing DOCX or PDF, or start a contract record manually and build from there.

Move through defined stages: Draft, Negotiating, Approval, Signing, Executed, and Expired or Void, with strict controls governing progression. No contract reaches Signing until all approvals are complete, and new versions reset status to Draft. Configure multi-phase approval workflows with multiple approvers per phase and flexible rules that require all approvers to sign off or allow any single approval to pass the phase.

Every approval action is timestamped and recorded. You can run an AI analysis on any contract to surface issues across spelling, grammar, clarity, tone, and legal risk, each flagged with a severity level of High, Medium, or Low, a suggested correction, and an explanation of why it matters.

Control access with Owner, Member, and Counterparty roles. Restrict sensitive contracts to named individuals only. Grant counterparties limited access to view and negotiate through secure, role-restricted system permissions. Track versions across every draft and negotiation round. Upload counterparty redlines as new versions without overwriting previous ones.

Every version is preserved and available for review. Send for e-signature once approvals are complete. Select internal and external recipients, track signature status in real time: Sent, Viewed, Signed, Completed — and have the executed document automatically saved to the contract record.

Every action, every approval, every version logged, auditable, and accessible whenever you need it.

The MatterSuite Prompt Library makes Ask AI faster and more structured for everyday legal work. Browse prompts organized across categories such as Contracts & Agreements, Litigation & Legal Filings, Corporate & Transactional, Correspondence & Client Communication, and Research & Analysis. Select a task such as drafting an NDA, a Motion, a Shareholders Agreement, a Cease and Desist Letter, or running a Legal Research query, and the AI gets to work immediately.

Every invoice submitted by outside counsel is received in your centralized dashboard, where your team can assign reviewers, track approval status, flag discrepancies, and approve or reject with a full record of every decision made. Everything must be approved with the right sign-off. Every dollar billed is accounted for against the correct matter, giving your legal and finance teams the visibility they need without the back-and-forth that slows everything down.

To get started, go to Apps → Integrations → PayPal (view), add your PayPal Account ID and Deposit Account, and hit Save. Once set up, clients can open their invoice in the Client Portal and pay directly through PayPal at their convenience. Every payment is automatically recorded against the right invoice in MatterSuite.

From the Bills section, click the menu on any invoice and select Summarize Invoice. Using our advanced AI model, you can ask anything about that invoice, such as the total amount, who is being invoiced, what matter it's linked to, due dates, and more. The AI reads the invoice and responds instantly. Type any follow-up questions and keep the conversation going until you have all the details you need.

Outside counsel can now access matter files, review and annotate documents, update task progress, log time entries, and communicate directly with the in-house team — all from their phone or tablet, without needing desktop access. In-house teams retain full visibility and control, assigning tasks, setting deadlines, monitoring performance, and reviewing billing activity through the same secure workspace.

Inside Ask AI, simply type your request. To enhance, paste in a rough draft, a client email, reminder, or letter, and ask the AI to enhance it. It rewrites your text into a formal, properly structured document with the right tone and language for legal correspondence. To analyze, input your text and ask the AI to analyze it. It returns a structured breakdown covering the sender and recipient details, the purpose, tone and language, and the call to action.

Every time your team uses Ask MatterSuite AI, the conversation is automatically saved and listed in the Chat History panel on the left. Each session is titled by the opening query — a drafted contract, legal research request, motion, or text enhancement. Click any past session to open it and continue right where you left off, without repeating any context. With sessions stored across multiple pages, devices and locations, anyone can easily access every conversation.

Find the Deduction Report under Reports in the Billing section, alongside the Invoice Payment Report. Select your date range — this month, last month, or a custom period — and the report pulls every deduction recorded across your invoices, showing the Invoice Number, Matter, Matter Number, Amount, Description, and the date it was created and last updated. Filter down to exactly what you need, then print or export the report.

Go to Apps and connect your Google account. MatterSuite will display all your existing Google Calendars — court cases, firm, litigation, shared, and more. Select which ones to sync with a single click. Matter deadlines, court hearing dates, task due dates, and events created inside MatterSuite are now instantly synced to each team member's Google Calendar, and any updates made in Google Calendar sync back into MatterSuite automatically, with no delays.

Download the MatterSuite app on Android or iOS, view and manage matters, log billable hours on the go, access and share documents securely, collaborate with your team, and receive real-time notifications for deadlines, payments, and status changes the moment they happen.

Access Secure Messaging from the chat icon in MatterSuite. Your full contact list appears on the left, with each conversation clearly labeled as Staff or Client so you always know who you're talking to. Open any conversation, send messages, share attachments, and pick up right where you left off. Every conversation is logged and accessible, keeping all communication secure and inside MatterSuite where it belongs.

Open Ask MatterSuite AI and type your request. Tell the AI what type of document you need — a contract, NDA, motion, mutual agreement, demand letter, or any other legal document — and include the relevant details such as the parties involved, governing law, and the clauses you want covered. The AI generates a fully structured, numbered document ready for your review. Copy or download the output directly, save it to the relevant matter, and edit as needed before sending or signing.

Inside Ask MatterSuite AI, attach a file by uploading it from your PC or selecting an existing document directly from MatterSuite. Then type your request — ask the AI to summarize, review, or extract key facts, parties, clauses, or obligations. The AI reads the full document and returns a structured summary covering the essential details. For best results, prompt the AI as a legal analyst and specify what you need to focus on. Copy or download the output and attach it to the relevant matter.

Access Conflict Check under Settings, input a first or last name into the search field and hit Search. MatterSuite scans all existing records and returns results organized across four tabs — Clients, Related Contacts, Matters, and Communications — so you can see exactly where a name appears across your firm. Each result includes contact details and a relevance score, helping you quickly assess the level of risk. Whether you're onboarding a new client or opening a related matter, run a conflict check first and keep a clear record of every search.

Go to Apps, open Microsoft Suite, and click Connect next to Microsoft OneDrive. Once connected, documents stored in OneDrive are accessible directly within your matters in MatterSuite, and files added through MatterSuite reflect in your OneDrive automatically. Your team can continue working in the Microsoft environment they're used to, with everything staying organized and matter-linked on both sides.

Go to Apps and connect your Google Drive account. Once connected, any document uploaded through Documents → Integration Docs → Google Drive will appear in your Google Drive inside the MatterSuite folder. When you upload a file or create a folder within a matter, MatterSuite automatically creates a corresponding folder in Google Drive using the matter's title, and all files from that matter are stored inside it. Everything stays organized on both sides without any manual effort.

Go to Apps, select Dropbox, and connect your account. Once connected, documents sync between Dropbox and MatterSuite automatically, so you or your team can manage files from either platform. Files added through MatterSuite are accessible in Dropbox, and documents stored in Dropbox are available within the relevant matter — removing any manual transfers and version confusion.

Go to Apps in MatterSuite, open the Microsoft Suite, and connect your Outlook account. Once connected, MatterSuite displays all your Outlook calendars — such as court cases, firm, litigation, shared, and more. Select which ones to sync and unsync. MatterSuite events sync to Outlook automatically when created. For Outlook events, a manual sync is required whenever they are created, updated, or deleted. Both calendars stay organized and accessible from either platform.

Go to Apps and select LawPay. In the LawPay Configurations section, link your MatterSuite Operating Account to your LawPay Operating Account and enter the LawPay Operating Account payment page URL. Do the same for your Trust Account. Once saved, clients can make bill payments directly through the MatterSuite Client Portal via LawPay. Operating and Trust funds stay properly separated, keeping your firm compliant with IOLTA guidelines. Every payment is automatically recorded in MatterSuite against the right invoice.

Switch between two dashboard views at the top right. The Firm Dashboard shows your entire operation at a glance — utilized hours broken down by billed, unbilled, and no charge, monthly billing charts, operational intensity with tracked vs untracked hours and amounts, monetary inflows, matter-wise and staff-wise billing for today, and a live leads, tasks, and events feed. The User Dashboard switches to an individual staff view, showing that person's billing summary for the year, bills pending approval, draft and unpaid invoices, their personal performance against targets in both hours and amount, a time entry summary, and a live activity log. Everything updated in real time.

Find the Activity Log under Reports. It gives you two views. The Activities by Date Time report shows a chronological record of all employee activity across the platform — contracts created or approved, documents downloaded, interest applied to invoices, and more — each entry showing the activity, what it relates to, who did it, and when. The Matter Activity Report focuses specifically on matter-level actions — new matters opened, time and expense entries logged, documents added, and calendar events created — all filtered by date and linked to the relevant matter. Both reports are searchable, printable, and exportable whenever you need a formal record.

Go to Apps and select QuickBooks. Click Connect and link your QuickBooks Online account. Once connected, invoices generated in MatterSuite sync directly to QuickBooks, keeping your billing records consistent across both platforms without manual entry. Note that a QuickBooks account can only be linked to one MatterSuite account at a time. If you need to switch accounts, disconnect and reconnect with the desired account to reactivate the link.