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MatterSuite - Legal Operations Software

The
Evolution of
MatterSuite

The latest features and updates are designed to make managing your legal practice a little easier every day.

MatterSuite Contract Redlining & Review
✦ New release

Redline, review, and finalize contracts efficiently

MatterSuite’s Contract Redlining lets you track changes, send them for approval, and produce a clean final version, all within the contract, with full version history at every step.

MatterSuite Outlook Integration Workspace
✦ New release

Turn Outlook into a billable workspace

Integrate MatterSuite with Outlook to track time, create time entries, log emails, and link conversations to matters directly from Outlook.

May 2026

✦ New releaseMay 2026

Redline, review, and finalize contracts efficiently

MatterSuite's Contract Redlining lets you track changes, send them for approval, and produce a clean final version, all within the contract, with full version history at every step.

MatterSuite Contract Redlining and Review

April 2026

✦ New releaseApril 2026

Turn Outlook into a billable workspace

Integrate MatterSuite with Outlook to track time, create time entries, log emails, and link conversations to matters directly from Outlook.

MatterSuite Outlook Integration Workspace
✦ New releaseApril 2026

Seamlessly migrate your Clio data to MatterSuite

Our team handles the migration of your Matters, Contacts, Billing, and Tasks using your CSV exports with no manual entry required.

Clio Data Migration to MatterSuite
✦ New releaseApril 2026

Effortlessly convert speech to text with AI Transcription

MatterSuite's AI-powered transcription uses advanced speech recognition to transform your audio files into accurate, searchable text.

AI Speech to Text Transcription in MatterSuite

March 2026

✦ New releaseMarch 2026

Manage contracts from draft to signature with MatterSuite CLM

Create, negotiate, approve, sign, and track every agreement in one place, with AI-powered tools, configurable workflows, and full visibility.

MatterSuite Contract Lifecycle Management (CLM)

December 2025

✦ New releaseDecember 2025

Get better AI results with the guided Prompt Library

The MatterSuite Prompt Library gives you a curated set of ready-to-use prompts across all legal categories, so you always start from the right place and get documents you can use.

MatterSuite AI Guided Prompt Library

November 2025

✦ New releaseNovember 2025

Easily Review and Approve External Invoices

MatterSuite's External Counsel Invoice Tracking centralizes every invoice from outside counsel into one structured, auditable workflow.

Review and Approve External Invoices in MatterSuite
✦ New releaseNovember 2025

Get paid faster with PayPal on MatterSuite

Clients can conveniently pay their invoices directly through PayPal from the Client Portal — fast, simple, and automatically recorded the moment payment is made.

PayPal Integration for Legal Invoice Payments

October 2025

✦ New releaseOctober 2025

Ask anything about any Invoice with AI Summarize Invoice

Open any bill in MatterSuite and summarize the invoice by asking MatterSuite AI questions for accurate and detailed invoice information.

Ask anything about any Invoice with AI Summarize Invoice
✦ New releaseOctober 2025

The Co-Counsel Portal on Android

MatterSuite’s Co-Counsel Portal App is now available on mobile, giving your outside counsel and legal teams a fully mobile, secure collaboration workspace.

The Co-Counsel Portal on Android

September 2025

✦ New releaseSeptember 2025

Polish & analyze your legal writing with MatterSuite AI

Type in rough text and the AI rewrites it into a professional, well-structured legal document — or ask it to analyze any piece of writing and get an instant breakdown of its key components.

Polish & analyze your legal writing with MatterSuite AI
✦ New releaseSeptember 2025

Refer to AI conversation with AI Chat History

MatterSuite now saves every Ask AI session automatically, so your team can revisit, search, and build on previous AI-generated research, analysis, and document work.

Refer to AI conversation with AI Chat History
✦ New releaseSeptember 2025

Track every Invoice deduction with the Deduction Report (TDS)

The MatterSuite Deduction Report gives you a complete, date-filtered view of all deductions applied across your invoices, organized by matter and exportable.

Track every Invoice deduction with the Deduction Report (TDS)
✦ New releaseSeptember 2025

Two-Way Sync for your entire team's Google Calendar

MatterSuite’s enhanced Google Calendar Sync provides a more reliable two-way synchronization between your matters and Google Calendar.

Two-Way Sync for your entire team's Google Calendar

August 2025

✦ New releaseAugust 2025

MatterSuite is now available on Android and iOS

The MatterSuite Business App is now available on both Android and iOS, giving every member of your legal team full access to matters, documents, tasks, time tracking, and real-time notifications from any device, anywhere.

MatterSuite is now available on Android and iOS
✦ New releaseAugust 2025

Message your team and clients securely inside MatterSuite

MatterSuite's built-in secure messaging lets you communicate directly with staff and clients from one place — without any external apps or scattered threads.

Message your team and clients securely inside MatterSuite

July 2025

✦ New releaseJuly 2025

Draft any legal document accurately with Ask MatterSuite AI

Describe the document you need, include the parties, jurisdiction, and key clauses, and MatterSuite's AI will generate a complete, professionally structured draft.

Draft any legal document accurately with Ask MatterSuite AI
✦ New releaseJuly 2025

Get an instant summary of any legal document

Upload any document or select one already in MatterSuite. Ask the AI to summarize it, and get a clear, structured breakdown of the key details.

Get an instant summary of any legal document

June 2025

✦ New releaseJune 2025

Run a Conflict Check before it becomes a problem

MatterSuite’s built-in Conflict Check lets you search your entire database by name and instantly see every matching client, matter, related contact, and communication — so you catch conflicts before they put your firm at risk.

Run a Conflict Check before it becomes a problem
✦ New releaseJune 2025

Connect Microsoft OneDrive and keep your documents in sync

MatterSuite integrates with Microsoft OneDrive so your matter documents and OneDrive files all stay centralized and accessible from both platforms.

Connect Microsoft OneDrive and keep your documents in sync
✦ New releaseJune 2025

Keep your Google Drive and MatterSuite documents in sync

Connect Google Drive to MatterSuite, and every document uploaded to a matter is automatically stored in a matching folder in Google Drive — keeping both platforms organized and up to date.

Keep your Google Drive and MatterSuite documents in sync
✦ New releaseJune 2025

Manage your Dropbox documents inside MatterSuite

Connect Dropbox to MatterSuite and keep your documents effortlessly synced across both platforms, accessible from wherever you are.

Manage your Dropbox documents inside MatterSuite
✦ New releaseJune 2025

Stay updated on Outlook Calendar with MatterSuite integrations

Connect Outlook Calendar to MatterSuite and choose which calendars to sync, so your legal schedule and Outlook stay aligned without managing two separate systems.

Stay updated on Outlook Calendar with MatterSuite integrations

May 2025

✦ New releaseMay 2025

Accept client payments through LawPay on MatterSuite

MatterSuite integrates with LawPay so clients can pay their invoices directly through the Client Portal, with Operating and Trust accounts properly linked and kept separate.

Accept client payments through LawPay on MatterSuite

April 2025

✦ New releaseApril 2025

Your firm's performance and your team's output, all on one dashboard

MatterSuite's Firm and User Dashboards give you a complete, real-time view of billable hours, monetary inflows, billing summaries, tasks, and individual performance.

Your firm's performance and your team's output, all on one dashboard
✦ New releaseApril 2025

A complete record of everything that happens in your firm

The Activity Log tracks every action taken by every team member across your firm, organized into two reports so you can see firm-wide activity or by matter.

A complete record of everything that happens in your firm

March 2025

✦ New releaseMarch 2025

Keep your invoices in sync with QuickBooks Online

Connect MatterSuite to QuickBooks Online and keep your invoices seamlessly synced between both platforms so your legal billing and your books are always up to date.

Keep your invoices in sync with QuickBooks Online