Matterly for the whole practice
Matters, court diary, time, trust and fee notes in one place — and an assistant that answers across all of it, with citations.
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 allDue this week
Court diaryBuilt on a real double-entry ledger
Five apps, or 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 and conversation in one connected workspace, with the money that belongs to each.
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
E-signatures, built in
Send a retainer or an affidavit for signature from the matter it belongs to. Multiple signers, each verified by a one-time code, and the executed copy files itself back.
- Multi-signer
- OTP verification
- Audit trail
A portal for the client
Invite a client to see their own matters, documents and fee notes — and to sign what needs signing. You choose what each person can reach.
- Per-person access
- Invite & revoke
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 USD, with VAT and withholding computed on the note at your own rates.
- 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 cent.
- 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 account.
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 Senegal standard.
Foreign practice-management tools bolt on a basic invoice and call it billing. Matterly runs a real double-entry ledger in USD, and ring-fences client money the way your bar and your auditor expect.
Matters, money and documents, set up for Senegal — with the local bar and your own court diary. Court-rule automation is verified in Kenya today and Senegal is next in review.
Trial balance
in balance ✓| Account | Debit | Credit |
|---|---|---|
| Client bank — trust | 162,000 | — |
| Office bank | 170,000 | — |
| Debtors (A/R) | 31,700 | — |
| WHT recoverable | 7,300 | — |
| Client funds held | — | 162,000 |
| Fees income | — | 145,400 |
| VAT payable | — | 23,300 |
| Capital & reserves | — | 40,300 |
| Totals · USD | 371,000 | 371,000 |
Nothing to integrate, because nothing is somewhere else.
The matter, the diary, the time, the fee note, the ledger and the documents are one record. Money is recorded as it arrives — cash, cheque, transfer or mobile money — and reconciled against the account it landed in.
Against how the work gets done today.
Most firms run on a shared drive, a spreadsheet and a WhatsApp group. That works until someone asks where the client's money is, or what is due on Thursday.
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 | Commercial dispute — carriage of goods | Sunrise Logistics Ltd | Partner | Litigation | High | $63,000 | Active |
| MTR-2038 | Estate administration | Estate Family Trust | Senior associate | Conveyancing probate | Normal | $108,000 | Pending |
| MTR-2029 | Meridian — Series A financing | Meridian Fintech Inc. | Associate | Corporate commercial | High | $923,000 | Active |
| MTR-2015 | Delgado — Employment tribunal | Amara Delgado | Senior associate | Employment labour | Urgent | $24,000 | Intake |
| MTR-2007 | Conveyancing — title transfer | Conveyancing Developments | Partner | Conveyancing | Low | $73,000 | Closed |
Calendar
Court diary · week of Jul 13| Fee note | Matter | Client | Amount | Status |
|---|---|---|---|---|
| FN-0442 | Meridian — Series A | Meridian Fintech | $50,000 | Part paid |
| FN-0441 | Commercial dispute — carriage of goods | Sunrise Logistics | $2,400 | Issued |
| FN-0438 | Estate estate | Estate Trust | $4,150 | 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 dataThe questions firms ask first.
Does it integrate with M-Pesa, my bank, or the revenue authority?
No — and we would rather say so here than in your first week. There are no payment, banking or tax-authority integrations today. Receipts are recorded as they arrive — cash, cheque, transfer or mobile money, with the transaction reference — and reconciled against the money account they landed in. VAT and withholding are computed on the fee note and posted to the ledger, ready for your own return.
Are court deadlines calculated automatically?
In Kenya, yes: the rules, the court calendar and public holidays ship and the diary computes hearing and limitation dates from them. In the other 33 jurisdictions the diary runs against dates you record yourself while the rule pack is prepared with counsel admitted there. Borrowing a neighbour's procedure would produce dates that are wrong in kind, not just in number.
Can clients sign documents?
Yes. E-signature is native, not a bolt-on: an envelope wraps a document from the matter it belongs to, takes multiple signers, verifies each one with a one-time code, and files the executed copy back against the matter with a full audit trail. Clients can sign from the client portal.
Does Matterly hold our client money?
Never. Client money stays in your own designated client account. Matterly records and reconciles it — three-way, with overdrawn-matter alerts and a double-entry ledger behind it — and every amount carries its own currency. It does not hold or move a shilling of it.
What happens to the data we already have?
Every plan includes migration and onboarding. Matters, clients, documents and opening balances come across; the ledger starts from balances you confirm, not from a guess.
Is the AI trained on our files?
No. Verity reads your matters, documents, deadlines and ledger entries to answer a question, and cites what it used so you can open the source. Your data is not used to train a model.
Priced for Senegal 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 · USD
- Trust accounts & three-way recon
- Money accounts & reconciliation
- VAT & withholding · 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.