Simple, All-Inclusive Platform Pricing

One Workspace.
Everything Your Firm Needs.

Matterbee brings the core operational, financial and commercial functions of your firm onto one connected and configurable platform.

Because everything works from the same underlying client, matter and financial data, workflows can move seamlessly across teams while AI and automation can be embedded throughout the lifecycle of a matter.

£109per userper month

The complete Matterbee platform, included as standard.

Everything Connected

Manage matters, documents, clients, time, billing, accounts and reporting through one connected platform rather than a collection of separate systems.

AI Included

ChatBee and Matterbee's embedded AI tools are available to every licensed user, with a monthly AI allowance included as standard.

Configurable Around Your Firm

Configure fields, layouts, workflows, approvals, automations and reporting around different teams, roles and practice areas.

Built to Keep Evolving

Use no-code configuration, automation, AI and an extensive integration ecosystem to continually improve how your firm works without replacing its underlying platform.

The Standard subscription includes 1,000 AI credits per licensed user per month together with the applicable standard storage allowance. Higher AI usage, third-party licences and separately scoped professional services may incur additional charges. Prices exclude VAT.

The Whole Platform

Built to Run More of Your Firm

One platform licence. No entry-level version with the capabilities your firm actually needs stripped out. Here's just some of what Matterbee can do.

01Matter Management & Workflows

Give every team a structured, configurable workspace for managing matters from instruction through to completion.

  • Practice-area matter templates and workstreams
  • Configurable stages, statuses, fields and layouts
  • Tasks, deadlines, milestones and key dates
  • Client, contact and other party information
  • Matter timelines, notes and activity histories
  • Email and correspondence tracking
  • Matter financials and WIP visibility
  • Conditional workflow logic
  • Approvals, notifications and automated actions
  • Matter closure and archiving
  • No-code workflow configuration and automation
02Enquiries, Intake & Onboarding

Manage the journey from first enquiry to an approved, fully opened matter through configurable, SRA-compliant processes built around your firm's risk and compliance requirements.

  • Enquiry capture and management
  • Configurable intake and onboarding processes
  • Guided client and matter data capture
  • AI-assisted conflict checking
  • Integrated AML and identity verification
  • Risk assessment and approval workflows
  • AI-assisted risk assessment
  • Scope and fee proposal workflows
  • Payment-on-account processes
  • Routing, tasks and internal approvals
  • Controls around work commencing before approval
  • One-click matter opening
  • Complete onboarding audit history
  • Enquiry source and conversion reporting
03Document & Email Management

Keep matter correspondence and documents organised and accessible from the same workspace as the rest of the matter.

  • Centralised matter documents and emails
  • Matter-based document folders and metadata
  • Outlook email filing
  • Microsoft Word integration
  • Document opening and saving from Microsoft Word
  • Document versioning and previews
  • Template and precedent management
  • AI automated document generation
  • Document search
  • SharePoint integration
  • Matter-based access controls
  • Complete document and correspondence history
04AI & Intelligent Automation

Put AI to work directly within matters, documents and workflows rather than treating it as a separate tool.

ChatBee

Ask questions about a matter, understand its history and quickly surface relevant information from the matter record.

AI Document Review

Summarise, analyse, compare and extract information from legal documents and correspondence.

AI Document Population

Use information already held within Matterbee to intelligently populate firm precedents and documents.

AI Drafting

Generate matter-aware first drafts of letters, emails, reports and client communications.

Enquiry Management AI

Analyse matter information and documentation to help identify, draft and manage legal enquiries and responses.

AI-Assisted Risk Assessment

Use information already captured during onboarding to suggest answers and surface potential areas of risk for human review.

AI-Assisted Time Capture

Turn activities and matter context into clearer suggested time entries and narratives.

AI Within Workflows

Embed AI actions alongside tasks, approvals, notifications, document generation and other automated steps within configurable workflows.

AI can therefore support an individual task or become part of a much larger end-to-end process, with appropriate human review and approval built in.

05Time Recording & Billing

Make it easier to capture work, manage WIP and move matters through billing with greater consistency and control.

  • Time recording and timers
  • AI-assisted time entry descriptions
  • Time recording against matters and activities
  • Configurable fee-earner and matter rates
  • Fixed-fee and time-based billing
  • Work-in-progress management
  • Fee-earner bill submission
  • Draft bill review and approval workflows
  • Interim and final billing
  • Write-offs and billing adjustments
  • Disbursement management
  • Payment requests
  • Invoice generation
  • Billing, WIP and performance reporting
06Legal Accounting

Manage legal accounting from the same platform as your matters, time and billing, with controls designed specifically around the requirements of law firms.

  • Client, office and practice accounting
  • Client and office ledgers
  • Receipts and payments
  • Client-to-office transfers
  • Disbursement accounting
  • Invoice payment allocation
  • Client suspense
  • Bank reconciliation
  • VAT handling
  • Credit control and aged debt reporting
  • Accounting approvals and controls
  • Complete accounting audit trails
  • Controls designed to support SRA Accounts Rules compliance
  • Two-way Xero integration
07CRM & Relationship Management

Build a complete view of clients, contacts and relationships using the same information generated through everyday legal work.

  • Centralised client, contact and organisation records
  • 360-degree client and contact views
  • Complete matter and relationship histories
  • Key contacts and relationship ownership
  • Referrer and enquiry-source tracking
  • Client and matter activity visibility
  • Configurable relationship information
  • Client and relationship reporting
  • Salesforce-native CRM capabilities
  • Extensible CRM and marketing capabilities through the wider Salesforce ecosystem
08Reporting & Firm-Wide Insight

Turn live operational, financial and commercial information into dashboards and reports that provide a clearer picture of how your firm is performing.

  • Configurable dashboards and reports
  • Role-specific dashboards
  • Matter and workflow progress
  • Financial and billing reporting
  • WIP and aged debt visibility
  • Time and productivity reporting
  • Enquiry and conversion reporting
  • Risk, compliance and exception reporting
  • Firm, department, team and individual views
  • Reporting across connected client, matter and financial data
  • Real-time operational visibility
09Integrations & Extensibility

Connect Matterbee to the technologies your firm already uses and extend the platform as your requirements evolve.

  • Microsoft Outlook
  • Microsoft Word
  • Microsoft SharePoint
  • Microsoft 365 connectivity
  • DocuSign
  • Credas
  • Xero
  • Salesforce and AppExchange ecosystem
  • APIs and external system connectivity
  • Configurable integrations and automated data flows

Because Matterbee is built on Salesforce, firms can also take advantage of one of the world's largest enterprise software ecosystems rather than being limited to a closed legal software stack.

Integration availability depends on your firm's requirements. Third-party licences, implementation and configuration may be required.

Security, Access & Platform

Protect sensitive client and firm information with enterprise-grade infrastructure, comprehensive permissions and detailed oversight.

  • Salesforce enterprise cloud infrastructure
  • Secure Microsoft Azure document storage
  • Role-based access controls
  • Matter-level access controls
  • Ethical walls
  • Multi-factor authentication
  • Single sign-on support
  • Encryption in transit and at rest
  • Comprehensive audit trails
  • Secure client data segregation
  • Controls designed to support UK GDPR compliance
  • Secure browser and mobile access
Implementation & Support

Configured Around Your Firm From Day One

Matterbee isn't a rigid system your firm has to adapt to.

We work with your teams to configure the platform around your practice areas, processes and priorities, helping you establish a strong foundation at launch that can continue evolving as your firm does.

  • Process discovery and solution-design workshops
  • Practice-area and matter configuration
  • Workflow and automation configuration
  • Data migration
  • Integration setup
  • User acceptance testing
  • Role-based training
  • Launch support
  • Ongoing platform support and improvement

Implementation scope and charges are agreed as part of your proposal. Enhanced administration, bespoke development and third-party costs are priced separately where applicable.

Discover the next generation of legal practice today

Empower your teams with Matterbee: modern legal management, powered by AI

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