MatterSuite is a cloud-based matter management software designed for law firms, in-house legal departments, and solo practitioners looking to streamline how they manage legal matters, documents, deadlines, and client communications. It provides a centralized workspace for legal teams to organize case-related data, collaborate efficiently, and track progress in real time.

MatterSuite focuses on improving legal operations by offering tools for matter tracking, task assignment, calendar and docket management, and document collaboration. Suitable for small to mid-sized firms as well as enterprise legal teams, the platform aims to reduce administrative overhead, increase visibility, and enhance compliance throughout the matter lifecycle.

What are the key features of MatterSuite?

Centralized matter management

MatterSuite allows legal teams to manage all case information from a single platform, eliminating the need for fragmented tools and manual tracking.

• Create, categorize, and update matters in one centralized dashboard

• Store case details, parties involved, and associated contacts

• Assign roles and set access permissions for team members

This centralization helps ensure consistency, reduces data duplication, and improves internal communication.

Task and workflow management

The platform includes built-in task management tools tailored to legal workflows:

• Create tasks, assign responsibilities, and set deadlines

• Monitor task status and progress across all matters

• Set task dependencies and recurring task templates

Legal professionals can stay organized, meet deadlines, and maintain accountability across teams and practice areas.

Legal calendaring and docketing

MatterSuite features a legal calendar system that supports both standard scheduling and court-specific docketing:

• Link calendar events to specific matters

• Set reminders and notifications for court dates and deadlines

• Integrate with Outlook and Google Calendar for external sync

This ensures time-sensitive obligations are tracked and reduces the risk of missed deadlines or non-compliance.

Document and file management

The software offers secure document storage and collaboration tools to manage legal files throughout a matter's lifecycle:

• Upload, organize, and version legal documents

• Share documents internally or with clients

• Track document history and access logs

Having a dedicated document repository supports a paperless workflow and improves transparency across legal teams.

Contact and client management

MatterSuite includes features to maintain contact records for clients, opposing counsel, witnesses, and other stakeholders:

• Create detailed profiles and link them to specific matters

• Track communications and activity history per contact

• Maintain an updated directory accessible across the team

This allows legal professionals to keep all client-related data organized and accessible when needed.

Time tracking and reporting

MatterSuite supports basic time tracking and reporting functionalities for billing and operational oversight:

• Log time spent on individual matters or tasks

• Generate reports on team productivity and matter activity

• Export data for use in billing or audits

While not a full billing solution, these tools help firms monitor efficiency and support external compliance requirements.

To summarize

MatterSuite provides legal teams with a comprehensive and structured platform to manage all aspects of legal casework in one place. Its core benefits include:

• Centralized matter visibility that eliminates data silos

• Improved task and deadline tracking across cases and teams

• Simplified document handling for collaboration and compliance

• Integrated calendaring to manage legal timelines and reduce risk

• Scalable for different legal environments, from small firms to corporate legal departments

MatterSuite stands out by offering a purpose-built legal operations system that supports day-to-day workflows while enhancing collaboration, accountability, and organization within legal teams.