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MatterKey

by MatterKey

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What MatterKey is

MatterKey is a legal practice management platform for SRA-regulated firms, available through web and API access. It manages matters from intake to archive with conflict checks, risk assessments, supervision tracking, and practice-area workflows. Compliance tools include COLP and COFA dashboards, an undertakings register, complaints handling, file reviews, policy management, and breach logging. Its AML and CDD workflow covers client risk assessments, checklists, PEP and sanctions screening, source-of-funds verification, SAR handling, and ongoing monitoring. Time and billing features include a six-minute unit timer, hourly or fixed-fee billing, VAT calculation, invoice generation, aged debtors, WIP reporting, and client account management. DocFlow adds AI classification, OCR extraction, retention enforcement, compliance tracking, and an audit trail. Aida supports matter triage, time narratives, document classification, compliance monitoring, and contextual chat, with activity logged for the COLP. Modules cover insurance counter-fraud, conveyancing, probate and wills, litigation, family, personal injury, commercial, and employment.

Who it suits

It is designed for SRA-regulated firms needing matter management, compliance, AML, billing, and practice-area workflows. Firms can enable or disable modules while retaining their data.

What it does well

  • Matter lifecycle management
  • SRA compliance dashboards and registers
  • AML and CDD workflow
  • Integrated time and billing tools
  • Configurable practice-area modules

What to know first

  • No free plan
  • Starts at £25/user/mo
  • Enterprise price is listed in USD
  • Built for SRA-regulated firms

Plans

PlanBilled and limitsPrice
Starter£25/user/month · Matter management · Contacts & CDD · Time recording & billing · SRA compliance dashboard · 1 practice area module · DocFlow integration£25 a month
Professional£35/user/month · Everything in Starter · All practice area modules · Full AML module · Client portal · File reviews & reporting · Aida AI assistant£35 a month
Enterprise£45/user/month · Everything in Professional · Multi-office management · Advanced analytics & MI · API access · Custom workflows · Priority support£45 a month

As matterkey.app lists them, read 11 Oct 2026. The maker's own page has the final word.

Verdict

MatterKey brings legal operations, compliance, billing, documents, and AI assistance into one platform. Its tiered pricing and module structure let firms match access to their practice needs.

Facts from MatterKey's own pages

AI assistant
Aida provides matter triage, time narrative generation, document classification, compliance monitoring, and contextual chat, with activity logged for the COLP. · matterkey.app, 11 Oct 2026
AML and CDD
Its AML workflow includes client risk assessments, CDD checklists, PEP and sanctions screening, source-of-funds verification, SAR handling, and ongoing monitoring. · matterkey.app, 11 Oct 2026
Billing
Time recording and billing includes a 6-minute unit timer, hourly and fixed-fee billing, VAT calculation, invoice generation, aged debtors, WIP reporting, and client account management. · matterkey.app, 11 Oct 2026
Billing and payments
Yes · matterkey.app, 22 Sept 2026
Client intake
Yes · matterkey.app, 22 Sept 2026
Client portal
Yes · matterkey.app, 22 Sept 2026
Configurable modules
Firms can toggle modules on or off, and the page says their data remains when a module is disabled. · matterkey.app, 11 Oct 2026
Contracts and costs
The pricing section says there are no hidden costs and no long contracts. · matterkey.app, 11 Oct 2026
Document automation
Yes · matterkey.app, 22 Sept 2026
Documents
MatterKey integrates with DocFlow for AI classification, OCR extraction, retention enforcement, compliance tracking, and a full audit trail. · matterkey.app, 11 Oct 2026
Enterprise support
Priority support is listed as an Enterprise plan feature. · matterkey.app, 11 Oct 2026
Free plan
No · matterkey.app, 22 Sept 2026
Headquarters
Thornaby, Stockton-on-Tees, United Kingdom · matterkey.app, 19 Oct 2026
Hosting
The pricing section describes MatterKey as UK-built and UK-hosted. · matterkey.app, 11 Oct 2026
Maker and location
The site footer identifies Mastercopy and gives Thornaby, Stockton-on-Tees as its location. · matterkey.app, 11 Oct 2026
Maker founding
Mastercopy's website says it has been a family-owned business since 1989. · mastercopy.co.uk, 11 Oct 2026
Matter management
It supports the matter lifecycle from intake to archive, including conflict checks, risk assessments, supervision tracking, and practice-area workflows. · matterkey.app, 11 Oct 2026
Practice areas
The listed live modules cover insurance counter-fraud, conveyancing, probate and wills, litigation, family, personal injury, commercial, and employment. · matterkey.app, 11 Oct 2026
Purpose
MatterKey is a legal practice management platform built for SRA-regulated firms. · matterkey.app, 11 Oct 2026
SRA compliance
Features include COLP and COFA dashboards, an undertakings register, complaints handling, file reviews, policy management, and breach logging. · matterkey.app, 11 Oct 2026
Time tracking
Yes · matterkey.app, 22 Sept 2026

Where MatterKey stands on Freedom251

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