The intelligent platform for modern law firms
The assistant that runs on your firm's truth.
Verity reads across every matter, document, deadline and ledger entry — and answers in seconds, with citations you can open. Grounded in your data; never trained on it.
Overview
A snapshot of your firm's matters, deadlines and money.
Recent matters
View allTrusted by modern firms & in-house teams
Sixteen tools, one source of truth.
Most firms run on a shared drive, a spreadsheet and five apps that don't talk. Matterly replaces all of it — every matter, deadline, document, shilling and conversation in one connected workspace.
Matter management
Every case from intake to closed — with lifecycle, participants, priority, risk and an SOL clock that never sleeps.
- Lifecycle
- Participants
- Priority & risk
- SOL watch
Verity — your AI assistant
Ask about a matter, an upcoming deadline, or what you can bill right now. Streaming answers grounded in your own firm's data.
- Matter context
- Deadline queries
- Cited
Clients
Corporate and individual profiles, intake and a secure portal.
- Intake forms
- Client portal
Documents
Versioned, OCR'd, permissioned — with Verity analysis on every file.
- Version control
- OCR
Court calendar
Hearings, mentions and docketing — with SOL watch and conflict detection.
- Court diary
- Conflict clashes
Tasks & workflows
Firm to-dos as a list or a board — grouped by matter, attorney or due date.
- List ↔ board
- Workflows
Messages
Matter, client and direct threads that sync live across your team.
- Matter threads
- Live sync
Announcements
Firm-wide notices with a real acknowledgement roster.
- Pinned
- Require-ack
Time, billing & a real accounting engine
Capture time, run WIP into fee notes, and keep a proper double-entry ledger — in KES, reconciled to M-Pesa, with VAT and WHT handled for KRA.
- Persistent timers
- WIP → fee notes
- ARO scale fees
- Aged debtors
- Double-entry ledger
Trust & client accounts
Client money ring-fenced from firm money and reconciled to the shilling.
- Three-way recon
- Overdrawn alerts
Team & permissions
Decide who can do what in plain English — sensitive areas stay locked by default, with per-member overrides and guardrails.
- Roles
- Per-member overrides
- Guardrails
Knowledge base, reports & audit logs
A searchable firm brain, live reporting across matters and money, and an immutable audit trail of every action.
- Knowledge search
- Reports
- Immutable audit log
Client money and firm money — never the same shilling.
Matterly keeps trust funds ring-fenced from office funds and continuously reconciled, so the two sides always balance. Watch it settle.
The only legal platform that keeps your books to Kenyan standard.
Foreign practice-management tools bolt on a basic invoice and call it billing. Matterly runs a real double-entry ledger in shillings, reconciles to M-Pesa, and ring-fences client money the way the LSK and your auditor expect.
Trial balance
in balance ✓| Account | Debit | Credit |
|---|---|---|
| Client bank — trust | 21,040,000 | — |
| Fees income | — | 18,900,000 |
| VAT payable — KRA | — | 3,024,000 |
| WHT recoverable | 945,000 | — |
| Debtors (A/R) | 4,120,000 | — |
| Totals · KES | 48,200,000 | 48,200,000 |
Connected to the rails your firm already runs on.
Receipts, taxes, filings and calendars flow in automatically — no re-keying, no export-import gymnastics.
Everything the imported tools can't do.
See how the work actually flows.
Switch between the views your team lives in every day. This is the real Matterly interface — not a marketing mockup.
| Matter no. | Title | Client | Responsible | Practice area | Priority | Value | Status |
|---|---|---|---|---|---|---|---|
| MTR-2041 | Okoth v. Sunrise Logistics | Sunrise Logistics Ltd | J. Mwangi | Litigation | High | KSh 8.2M | Active |
| MTR-2038 | Estate of Margaret Wanjiru | Wanjiru Family Trust | G. Kimani | Conveyancing probate | Normal | KSh 14M | Pending |
| MTR-2029 | Meridian — Series A financing | Meridian Fintech Inc. | A. Okelo | Corporate commercial | High | KSh 120M | Active |
| MTR-2015 | Delgado — Employment tribunal | Amara Delgado | R. Njoroge | Employment labour | Urgent | KSh 3.1M | Intake |
| MTR-2007 | Kiptoo — Nakuru land transfer | Kiptoo Developments | J. Mwangi | Conveyancing | Low | KSh 9.5M | Closed |
Calendar
Court diary · week of Jul 13| Fee note | Matter | Client | Amount | Status |
|---|---|---|---|---|
| FN-0442 | Meridian — Series A | Meridian Fintech | KSh 1,200,000 | Part paid |
| FN-0441 | Okoth v. Sunrise | Sunrise Logistics | KSh 312,000 | Issued |
| FN-0438 | Wanjiru estate | Wanjiru Trust | KSh 540,000 | Paid |
Held balances
Tasks
Due this week · 11Built for privileged information.
Client confidentiality isn't a feature — it's the foundation. Matterly is engineered to the standard your professional conduct rules demand.
Encrypted end-to-end
AES-256 at rest, TLS 1.3 in transit. Data isolated per firm — never pooled, never used to train models.
SOC 2 Type IIImmutable audit trail
Every view, edit and share is logged and immutable — prove chain of custody instantly.
Audit logsRoles & guardrails
Plain-English permissions with per-member overrides; sensitive areas stay locked by default.
Admin-only lockGrounded AI
Every Verity answer cites your own records. Nothing leaves your workspace, nothing is invented.
No training on your dataTrusted where the stakes are highest.
"We replaced our practice tool, our timesheet and our accountant's spreadsheet with Matterly. For the first time the whole firm — matters, deadlines and trust money reconciled to the shilling — is in one place."
"Month-end used to take a week. Now the ledger is in KES, M-Pesa reconciles itself, and VAT to KRA is one click. Our auditor asked who set up our books."
"I haven't missed a deadline since we switched. Verity tells me what's due and what I can bill before I've even opened the matter. It's like having a second associate."
Priced for Kenyan firms, per lawyer.
Every plan includes migration, onboarding and support. Pay monthly, cancel anytime.
- Up to 3 users
- Matters, clients & documents
- Court calendar & SOL watch
- Time & billing
- Verity AI · fair use
- Everything in Solo, unlimited users
- Full double-entry accounting · KES
- Trust accounts & three-way recon
- M-Pesa & bank reconciliation
- VAT & WHT to KRA · roles & guardrails
- Priority support
- Everything in Practice
- SSO & advanced permissions
- Audit exports & compliance pack
- Custom integrations & SLA
- Dedicated success manager
Prices per active lawyer / month, billed annually · VAT exclusive · support staff seats are free
Every matter, every deadline,
every shilling. One platform.
Start free today. Bring your whole firm onto Matterly in a weekend — migration, onboarding and support included on every plan.