Company & Product Overview
Matterbee helps law firms move beyond practice management systems that simply record work. Its AI-native platform brings matters, documents, email, onboarding, CRM, workflows, time recording, billing and legal accounting into one connected workspace, then uses automation and AI to help teams actually get the work done.
Firms can reduce repetitive administration, improve consistency, increase visibility and give lawyers more intelligent support throughout the matter lifecycle.
Built on Salesforce, Matterbee is highly configurable and designed to keep evolving, giving firms a platform they can shape around the way they work today and continue adapting as their business, technology and AI develop.
Company Details
Company name
Matterbee
Address
41 Quarry Lane, Sheffield, S11 9EA
Email
danny@matterbee.co.uk
Website
www.matterbee.co.uk/
Contact
Danny Evans, Co-Founder and Chief Commercial Officer
Corporate Information
Number of years in the legal market
Founded in 2024
Trade Associations & Accreditations
Legal Software Suppliers Association (LSSA) member, Salesforce ISV Partner
Target Markets
Ambitious SME and mid-sized law firms looking to modernise practice management, consolidate fragmented systems, improve process consistency and introduce automation and AI into everyday legal work.
Geographic Markets
United Kingdom and Ireland
Technology Platforms Supported
Built on Salesforce and Microsoft Azure
Web browser (no installation required)
Mobile apps (iOS and Android)
Microsoft 365 native (Outlook, Word, Teams and SharePoint)
Integration to third-party applications through APIs and Salesforce ecosystem
Categories of Products & Services Supported
Financial & Practice Management
Practice and matter management
Client, contact and CRM management
Client onboarding
Document and email management
Task, deadline and workflow management
Time recording and timers
WIP management
Fixed-fee and time-based billing
Billing and invoice approval workflows
Client, office and practice accounting
Client and office ledgers
Receipts, payments and transfers
Disbursement management
Bank reconciliation and VAT handling
Credit control and aged debt reporting
Financial approvals and audit trails
Dashboards and reporting
Two-way accounting software integrations
Case Management
AI-assisted legal workflows
Configurable matter templates and workstreams
No-code workflow configuration and automation
Configurable stages, statuses, fields and layouts
Tasks, deadlines, milestones and key dates
Client, contact and other party information
Matter timelines, notes and activity histories
Conditional workflow logic
Approvals, notifications and automated actions
Matter financials and WIP visibility
Matter closure and archiving
Document and correspondence management
Digital enquiry, intake and onboarding workflows
AML, identity and risk assessment processes
Scope and fee proposal workflows
Matter, workflow, risk and exception reporting
Online Systems & Services
Cloud-based SaaS platform; mobile app; digital enquiry and client onboarding; integrated AML and identity verification; electronic signatures; embedded legal AI; secure document and email management; and Microsoft 365 integration.
Support Systems & Services
Process discovery and solution design; platform and practice-area configuration; workflow and automation development; data migration; integration setup; user acceptance testing; role-based training; go-live support; and ongoing platform development and optimisation.
Services and Markets
Services
Accounts, Case Management, Other
Markets
Small, Medium, Large