Karen Eckstein Limited is a specialist risk management business with deep legal expertise. As the business grew, the team needed a practical, flexible and intelligent system that could support bespoke services, strengthen oversight and reduce the admin burden that often sits around client work.

Rather than adopting a rigid case management system built around standard legal workflows, Karen Eckstein Limited chose Matterbee: a next-generation, AI-powered practice management platform designed to adapt around the way each firm works.

Matterbee feels like an intelligent programme that gives you something back. It enhances what you put into it, helping you access what you need quicker and do your job more efficiently.
Polly Coram, Karen Eckstein Limited.

The challenge

Karen Eckstein Limited's work is specialist and does not sit neatly within a standard legal practice management template. The team needed a platform that could support their own processes, governance requirements and service model, while helping a small team work efficiently and consistently.

Previous systems had often felt too static or too difficult to shape around the work. They could store documents, capture basic information or guide users through a process, but they did not provide the level of intelligence, flexibility or partnership the business needed.

For a risk-focused business, this mattered. The team wanted a system that could help maintain a complete record, support compliance, make it easier to track progress and reduce the risk of important details sitting outside the core matter environment.

Why Matterbee

Matterbee stood out because it offered a more flexible and intelligent foundation. The platform could be tailored around Karen Eckstein Limited's services, support the development of fixed-price products, and bring AI and automation directly into the flow of work.

Just as importantly, the Matterbee relationship felt collaborative. The team wanted a platform that could evolve with them, shaped through ongoing dialogue rather than handed over as a static product.

With Matterbee, as we learn and as the technology develops, the system will keep getting better rather than being a static product.
Polly Coram, Karen Eckstein Limited.

The solution

Karen Eckstein Limited is using Matterbee to bring key parts of the client and matter journey into one connected platform, including matter management, document management, onboarding, time recording, reporting and risk oversight.

The Outlook integration and AI-assisted WIP creation have already become particularly valuable. Emails can be filed to the matter and time narratives can be generated automatically, helping the team capture more work, reduce manual admin and create clearer billing records.

As more precedents and workflows are embedded into Matterbee, the team expects to expand its use of AI-assisted document creation, information extraction and reporting. This will support a more efficient model for producing client advice, reports and documents while preserving time for expert review and finalisation.

The impact so far

• Matterbee is helping the team save time through email filing, AI-assisted time recording and a more connected matter record.
• Polly estimates that Matterbee is already saving around three hours per week, with the potential to rise to five or six hours as more workflows and documents are embedded.
• Improved time capture is helping the team reduce leakage from missed emails and incomplete narratives.
• Polly estimates that capturing just a few additional emails per day could represent tens of thousands of pounds a year in recovered value.
• The platform gives the team better visibility of matter progress, compliance activity and the wider client journey in one place.
• Matterbee's flexibility gives Karen Eckstein Limited greater control over how the system supports their business, rather than forcing their work into a fixed template.

It feels like you are in the driving seat with Matterbee. You can direct it and steer it to do the things you need it to do.
Polly Coram, Karen Eckstein Limited.

Looking ahead

Karen Eckstein Limited is still in the early stages of embedding Matterbee more deeply into its operations. The next opportunity is to move more client onboarding, questionnaires, precedents, document automation and reporting into the platform.

For the Matterbee team, the relationship is also helping shape the product. Feedback from a risk-focused, specialist customer is helping refine workflows, AI tools and practical features that will benefit other firms as the platform continues to grow.

The result is a partnership built around the same principle that sits at the heart of both businesses: continuous improvement.

It is going to help us deliver a better-quality service to our clients and be more profitable.
Polly Coram, Karen Eckstein Limited.