matterlayer

Integration Pilots

Pilot

Connect matter signals without blurring accountability.

MatterLayer evaluates selected legal-technology connections through bounded Pilots: one use case, an agreed data scope, visible controls and human review.

Every named connection is a MatterLayer Pilot. Pilot status does not mean a listed vendor endorses MatterLayer and does not imply a partnership.

Practice management

4 files
Pilot

Clio

Evaluate how selected Clio matter, activity and workflow signals can support MatterLayer intelligence in a controlled Pilot.

Pilot

Smokeball

Use a bounded Smokeball Pilot to test whether selected matter and workflow context improves operational visibility.

Pilot

LEAP

Assess how agreed LEAP matter context can inform MatterLayer prompts and reviews during a controlled Pilot.

Pilot

Actionstep

Evaluate Actionstep signals in MatterLayer to support accountable workflow visibility and matter review.

Enterprise practice management

2 files
Pilot

3E

Test whether carefully scoped 3E matter and financial context helps teams investigate commercial attention points.

Pilot

Aderant

Use an Aderant Pilot to determine whether agreed matter and commercial signals improve focused review.

Document management

2 files
Pilot

iManage

Explore whether agreed iManage context helps legal teams find the matter signals needed for a responsible review.

Pilot

NetDocuments

Evaluate a scoped NetDocuments connection where document metadata and matter links can support operational intelligence.

CRM

2 files
Pilot

Salesforce

Use a Salesforce Pilot to assess whether agreed client and relationship context improves matter-led commercial conversations.

Pilot

HubSpot

Test whether selected HubSpot relationship and activity information can strengthen matter-aware business development review.

Legal research

2 files
Pilot

LexisNexis

Evaluate whether selected research-workflow signals can make matter knowledge work easier to coordinate in a Pilot.

Pilot

Thomson Reuters

Use a controlled Pilot to assess how selected research context can support matter-level coordination and review.

Legal AI

1 file
Pilot

CoCounsel

Evaluate an agreed CoCounsel workflow boundary alongside MatterLayer intelligence, with lawyers retaining review and decision responsibility.

Continue the integration file

Parent fileProduct tour Related fileMatter intelligence Related fileWorkflow automation Trust fileImplementation

Before connection

Set the data boundary and the decision owner.

Review implementation steps and security boundaries, then bring a bounded use case to the MatterLayer team.

Plan implementationContact MatterLayer