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No. 84of 141 ·Legal Practice Management Software

Matterbee

Web · Android · iPhone · API· paid plans from £109/mo

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Freedom report

Two barsScore 5.7

  • Free tierNo free tier
  • Runs widely3 of 6 device platforms
  • DocumentedPlans, terms and facts published

Matterbee is an AI-native practice management system for law firms, built on Salesforce. It centralizes matters, tasks, deadlines, documents, correspondence, and processes. Onboarding workflows cover enquiry capture, conflicts, AML and identity checks, risk assessment, approvals, and matter opening. Document tools include matter folders, Outlook filing, Microsoft Word and SharePoint integration, versioning, templates, and AI document generation. AI functions include ChatBee, document review and population, drafting, risk assessment, enquiry support, and suggested time entries. The platform also handles time recording, WIP management, billing, client and office accounting, bank reconciliation, and controls intended to support SRA Accounts Rules compliance. Integrations include Outlook, Word, SharePoint and 365, DocuSign, Credas, Xero, Salesforce, AppExchange, APIs, and external systems. Security controls include role- and matter-based access, ethical walls, multifactor authentication, single sign-on support, encryption, audit trails, and client data segregation. Standard pricing is 109.00 GBP per month per licensed user, excluding VAT, with 1,000 AI credits monthly.

Who it is for

Matterbee is intended for law firms, including conveyancing, litigation, private client, commercial, family, and employment practices. It suits firms seeking matter management, legal billing, document workflows, and AI-assisted tasks in one system.

What is good

  • Centralizes matters and legal workflows
  • Includes AI document and drafting tools
  • Provides billing and accounting functions
  • Offers extensive legal-system integrations
  • Lists multifactor authentication and audit trails

What to know first

  • No free plan is available
  • Pricing excludes VAT
  • Third-party licences may cost extra
  • Implementation charges are scoped separately

Verdict

Matterbee combines legal practice management, accounting, document handling, integrations, and AI features in a Salesforce-based platform. Firms should account for VAT, implementation scope, and possible third-party licence costs when evaluating it.

Matterbee plans and pricing

All plans
Standard £109/mo Prices exclude VAT. 1,000 AI credits per licensed user per month matterbee.co.uk · 22 Sept 2026
Standard subscription £109/mo 1,000 AI credits per licensed user per month · standard storage allowance · higher AI usage, third-party licences, and separately scoped professional services may cost extra · VAT excluded matterbee.co.uk · 11 Oct 2026

Compared on legal practice management software

Free plan
No
Client intake
Yes
Document automation
Yes
Time tracking
Yes
Billing and payments
Yes

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