What if your practice management system could do more than just record the work?
Introducing Matterbee
A Next Generation Workspace For Law Firms
Matterbee brings your people, processes and AI together around the matter, helping teams get more done and deliver work to a consistently high standard.
The Matterbee advantage
From a System That Records Work To One That Helps You Complete It
Matterbee changes the role your practice management system plays in the firm. Instead of simply recording the work your people do, it actively helps them get it done.
- Increase Productivity
- Raise Standards
- Modernise the Way Your Firm Delivers Legal Work
AI & Automation
Put AI to Work Across Your Firm
Matterbee helps you do the work by bringing intelligence directly into the way your firm delivers it.
Build AI and automation into your legal processes to help teams review, draft, check, capture information and progress work exactly where that support is needed.
Explore AI & Automation →- Review Search Report: Local Authority Run
- Report Local Authority search results to client Run
- Drainage & Water Search Report to ClientIn progress · Sophie GregoryPopulate
- Receive and review all searches Not Started
- Matter Chat Assistant
- Smart Time Capture
- Letter Drafting
- Document Population
- Document Review
- Compliance Review
- Email Drafting
- Fee Scoping
- Conflict Check
- AI Summaries
Trusted by ambitious UK & Ireland firms
Work in context
One Unifying Workspace for Happier, Higher-Performing Teams.
Replace fragmented systems with one connected place to work, making everyday work simpler, giving leaders a clearer picture, and giving AI the context to do more.
One matter. One complete picture.
AI works with the context of the matter
- Documents & Emails
- Tasks & Workflow
- Clients & Parties
- Billing & Time
- Legal Accounting
- Reports & Dashboards
Simpler Work
One joined-up workspace instead of constantly moving between disconnected systems and information.
360° Visibility
Connected work and information give people and leadership greater visibility across matters and the firm.
Better Intelligence
With the full context around the matter, AI and automation can provide more relevant and powerful support.
Explore the platform
Everything You Need, In One Easy-to-Use Workspace.
From first enquiry through matter delivery, billing and accounts, Matterbee brings the core tools your firm relies on into one complete practice management platform.
Matter Management
Run the Whole Matter in One Place
Manage the people, tasks, deadlines, documents, correspondence and processes around every matter from one central workspace.
- Practice-area-specific stages, fields and workflows
- Clients, counterparties and third parties connected directly to the matter
- Tasks, deadlines, documents and correspondence visible in context
Client Onboarding
From First Contact to Open Matter, Without Starting Again
Capture client and matter information once, then carry it through conflicts, AML, risk, approvals and directly into the live matter.
- Structured enquiry and onboarding workflows
- Conflicts, AML, risk and approvals built into the process
- Approved information flows straight into the matter without re-keying
Document & Email Management
Every Document and Email in the Right Place
Store, manage and generate documents and correspondence directly within the context of the matter.
- Documents and emails connected to the relevant matter
- Templates populated directly from live matter information
- Version history, approvals and Microsoft integrations built in
Workflow Automation
Build Your Processes Into Matterbee
Turn your preferred ways of working into structured workflows that help teams follow the right process as matters progress.
- Tasks, deadlines, approvals and notifications triggered automatically
- Conditional workflows that respond to the circumstances of the matter
- Processes that can be configured and improved over time
Time Recording
Capture More of the Time Already Being Worked
Record time where the work happens, helping reduce missed billable activity and the need to reconstruct the day afterwards.
- Time recorded directly from matters and activities
- Intelligent prompts and clearer time narratives
- Entries flow straight into WIP
Billing & WIP
See WIP While You Can Still Act
Connect recorded work directly to billing, giving teams earlier visibility of recoverability, write-offs and financial performance.
- Live WIP by matter, fee earner and department
- Bills raised directly from the work already recorded
- Rates, approvals and write-offs managed in the same process
Legal Accounting
Legal Accounts Connected Directly to the Matter
Manage client and office accounting alongside the legal work and financial activity behind every transaction.
- Client, office and practice ledgers within Matterbee
- SRA-aligned controls and approval processes
- A clear audit trail from every transaction back to the matter
CRM & Relationships
See the Whole Client Relationship
Connect clients, contacts, organisations and referrers to their wider history with the firm, beyond the individual matter.
- Matters and interactions build the wider relationship view
- Referral sources and relationship information captured centrally
- Legal and commercial information visible together
Reporting & Dashboards
See What’s Happening Across the Firm
Turn live operational, financial and relationship data into tailored dashboards and reports from the same connected platform.
- Matter, fee-earner, department and firm-level views
- Dashboards tailored around different roles and priorities
- New reports created from the same connected dataset
Built for what’s next
A Platform That Keeps Getting Better
- Keep adopting what comes next.
- Keep improving how your firm works.
- Keep growing on the same underlying platform.
- 01
Shape It Around Your Firm
Configure Matterbee around your teams, practice areas and ways of working, so your technology supports the way you want your firm to operate rather than dictating it.
Freedom to Customise - 02
Keep Improving How You Work
Use Matterbee’s no-code tools to keep refining workflows, automation and processes over time, making it easier to embed better ways of working as your firm evolves.
No-Code Configuration - 03
See Where to Improve Next
Built-in reporting and analytics give leadership a live view across matters, teams and financial performance, helping you spot opportunities, make better decisions and measure impact.
Built-In Reporting & Analytics - 04
Connect to All Your Favourite Tools
Matterbee’s open architecture makes it easier to connect new applications and services as your needs evolve, so you can keep extending your technology without replacing the core.
Open API & Integrations - 05
Scale With Confidence
Built on Salesforce’s enterprise architecture, Matterbee gives you a scalable foundation that can support increasing users, data, practice areas and complexity as your firm grows.
Enterprise Scalability
Customer stories
Security & Compliance
The Enterprise Foundation Your Firm Can Rely On
Matterbee combines purpose-built legal technology with Salesforce’s proven enterprise platform, giving you a secure, resilient foundation for your people, client information and legal work.
Built on Salesforce
One of the world’s leading enterprise cloud platforms, and a proven foundation for security, resilience and scale.
Secure by Design
UK GDPR Ready
Granular Permissions
Clear Audit & Oversight
Secure, Governed AI
Use Matterbee AI within a controlled enterprise environment designed to protect client information and support your firm’s AI governance requirements.
See What Matterbee Could Do for Your Firm
Explore how Matterbee could support the way your firm works today, and help you build a more intelligent way of working for the future.
- Tailored to your practice areas
- AI and automation in action
- Built to evolve with your firm