Matter maintenance for law firms
Know who is working on every matter, and who has room for more.
MatterMX gives your attorneys, practice group heads and managers one clear record of every matter: its tasks, deadlines, notes, contacts and workload. If someone is out tomorrow, anyone can pick up where they left off.
Now accepting a small group of early-access firms. [PLACEHOLDER: add offer, e.g. founding-firm pricing]
To-Do
[Client] Asset purchase
Due Nov 14 · 24 hrs
[Client] Lease review
Due Nov 21 · 8 hrs
In Progress
[Client] Loan closing
6 of 11 tasks done
[Client] Estate plan
2 of 9 tasks done
Complete
[Client] Trademark filing
Closed Oct 2
Workload this month (illustrative)
Illustration
Continuity
If an attorney left tomorrow, what would your firm actually know?
What are they working on?
Every matter, task and deadline in one list, not scattered across inboxes and personal spreadsheets.
Where does each one stand?
Status, progress and a running log of notes and comments, so the next attorney starts informed.
Who is the client, and where are the files?
Client and matter numbers, contacts and documents are attached to the matter itself.
Before
Status lives in people's heads. Handoffs are a scramble of email searches and hallway conversations. Assigning new work means guessing who has time.
With MatterMX
One record per matter, always current. A colleague can take over in an afternoon, and partners can see capacity before they assign.
Core features
Everything a matter needs, kept in one place.
Matters, tasks and milestones
Break each matter into tasks, deliverables, deadlines and meetings with owners, due dates and time estimates. Drag matters between configurable statuses.
Workload and assignment
See every attorney's committed hours against their capacity, by practice group, so new work goes to the right person.
Continuity and handoff
Notes, contacts, history and progress stay with the matter. Reassign a departing attorney's work in one step.
Assigned Out
Keep tabs on work you have handed to others.
Search and filter by matter, assignee, status or type
Flags overdue, due-soon and gone-quiet items
One-click "request an update" by comment or email
Optional weekly email digest
[Client] Purchase · Attorney BOverdue
[Client] Dispute · Attorney CDue in 3 days
[Client] Loan · Staff DQuiet 9 days
Activity on [Client] Loan closing
Today, 9:14 am
Yesterday, 4:45 pm
Yesterday, 1:01 pm
Mon, 10:30 am
Activity feed
See what changed without asking around.
New matters, assignments, status changes, comments and contacts
Filter by date, type, practice group or matter
One-click history for any matter or task
Capacity
Who has room for the next matter?
Try a quick estimate. MatterMX does this for your real matters, tasks and hour estimates, by attorney and practice group.
Your firm, estimated
0%
of monthly capacity is already committed
0
hours committed
0
hours available
Illustrative arithmetic from the numbers you enter, not a prediction or a guarantee.
Built for the whole firm
The right view for every role.
Managing partners
Firm-wide visibility into matters, workload and capacity, and a firm that is never dependent on one person's memory.
Practice group heads
Group-level workload reports and the ability to allocate work by availability and skills.
Attorneys
A personal task list, upcoming deadlines, a calendar feed and one place to log notes.
Staff and administrators
Update the tasks assigned to them, manage users, practice groups and statuses, and brand the app with the firm's logo.
Security and control
Client information deserves careful handling.
You decide who sees what. Every sensitive action is recorded.
Role-based permissions
Control access by role, with overrides per person.
Two-step verification
Optional or required, with trusted-device memory.
Full audit log
Who did what, and every sign-in and failed attempt.
Session controls
Automatic sign-out after inactivity, set by your admin.
Early access
Help shape MatterMX.
We are working with a small group of firms before launch. Tell us about yours and we will be in touch about a walkthrough.
[PLACEHOLDER: early-access benefits, e.g. founding-firm pricing, onboarding help]
Questions firms ask
Is MatterMX a billing or time-tracking system?
No. It focuses on matter maintenance: who is doing what, by when, and with how much capacity. It is meant to sit beside your billing system.
Can several firms use it?
Yes. Each firm has its own branding, practice groups, users and roles.
What happens when someone leaves?
An administrator reassigns their matters and tasks to a colleague in one step. The history, notes and contacts stay with each matter.
Where is our data stored?
[PLACEHOLDER: answer once hosting details are final]