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 is for
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 is good
- 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
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.
MatterKey plans and pricing
All plansCompared on legal practice management software
- Free plan
- No
- Client intake
- Yes
- Client portal
- Yes
- Document automation
- Yes
- Time tracking
- Yes
- Billing and payments
- Yes
