Freedom251 › Legal Practice Management Software
Matterbee
What Matterbee is
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 a month per licensed user, excluding VAT, with 1,000 AI credits monthly.
Who it suits
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 it does well
- 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
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Standard | Prices exclude VAT. · 1,000 AI credits per licensed user per month | £109 a month |
| Standard subscription | 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 | £109 a month |
As matterbee.co.uk lists them, read 22 Sept 2026. The maker's own page has the final word.
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.
Facts from Matterbee's own pages
- Accounting and billing
- The platform includes time recording, WIP management, billing, client and office accounting, bank reconciliation, and controls designed to support SRA Accounts Rules compliance. · matterbee.co.uk, 11 Oct 2026
- AI data handling
- Matterbee says it uses Microsoft Azure OpenAI Service within EU-hosted infrastructure, does not use customer data to train public AI models, and applies existing permissions and security controls to AI. · matterbee.co.uk, 11 Oct 2026
- AI features
- AI features include ChatBee, document review and population, drafting, risk assessment, enquiry support, and suggested time entries. · matterbee.co.uk, 11 Oct 2026
- Billing and payments
- Yes · matterbee.co.uk, 22 Sept 2026
- Client intake
- Yes · matterbee.co.uk, 22 Sept 2026
- Document automation
- Yes · matterbee.co.uk, 22 Sept 2026
- Documents and email
- Document features include matter-based folders, Outlook filing, Microsoft Word and SharePoint integration, versioning, templates, and AI document generation. · matterbee.co.uk, 11 Oct 2026
- Free plan
- No · matterbee.co.uk, 22 Sept 2026
- Human review
- The maker says lawyers remain responsible for reviewing, editing, and approving AI-prepared work. · matterbee.co.uk, 11 Oct 2026
- Implementation and support
- The maker lists data migration, integration setup, role-based training, launch support, and ongoing platform support; implementation scope and charges are agreed in the proposal. · matterbee.co.uk, 11 Oct 2026
- Integration limits
- Integration availability depends on the firm’s requirements, and third-party licences, implementation, or configuration may be required. · matterbee.co.uk, 11 Oct 2026
- Integrations
- Listed integrations include Microsoft Outlook, Word, SharePoint and 365, DocuSign, Credas, Xero, Salesforce and AppExchange; APIs and external system connections are also listed. · matterbee.co.uk, 11 Oct 2026
- Intended users
- Matterbee is presented for law firms, with demo options covering conveyancing, litigation, private client, commercial, family, and employment practices. · matterbee.co.uk, 11 Oct 2026
- Matter management
- It manages matters, tasks, deadlines, documents, correspondence, and processes in a central workspace. · matterbee.co.uk, 11 Oct 2026
- Onboarding
- Onboarding workflows cover enquiry capture, conflicts, AML and identity verification, risk assessment, approvals, and matter opening. · matterbee.co.uk, 11 Oct 2026
- Product
- Matterbee is an AI-native practice management system for law firms, built on Salesforce. · matterbee.co.uk, 11 Oct 2026
- Security
- Listed controls include role- and matter-based access, ethical walls, multi-factor authentication, single sign-on support, encryption in transit and at rest, audit trails, and client data segregation. · matterbee.co.uk, 11 Oct 2026
- Time tracking
- Yes · matterbee.co.uk, 22 Sept 2026
Where Matterbee stands on Freedom251
- Legal Practice Management Software#79 of 140