PRODUCT

Every layer of your practice.
Intelligent.

MatterLayer doesn't add features to your PMS. It adds intelligence. Every capability works together, continuously, across your entire portfolio.

RISK & PORTFOLIO

Matter layer

Every matter in your portfolio is continuously scored for risk, progress, billing health, and compliance. The system doesn't wait for you to check — it tells you what needs attention.

Automated risk scoring across all active matters
Deadline tracking with intelligent escalation
Portfolio-wide exposure analysis updated in real-time
Stale matter detection — nothing hides in the system
Matter layer
REVENUE CAPTURE

Billing layer

The system reads every time entry, every retainer, every fee arrangement. It finds unbilled hours, drafts invoices, and identifies revenue leakage across the entire firm.

Unbilled hour detection across all timekeepers
Ready-to-send invoices in your morning feed
Retainer compliance monitoring
Revenue leakage alerts with financial exposure
Billing layer
DOCUMENT INTELLIGENCE

Document layer

Every document analysed against legislation, your precedent bank, and the matter context. The system highlights the exact clauses that need your brain. Everything else has been checked.

AI-powered clause analysis against current legislation
Cross-reference detection between document sections
Financial exposure calculation for risk clauses
Amended clauses drafted and ready for review
Document layer
VOICE & NOTE INTELLIGENCE

Capture layer

Speak naturally. The system captures every word, identifies parties, extracts tasks, populates matter fields, and routes assignments to the right person based on live capacity. One note replaces ten minutes of data entry.

Real-time transcription with party identification
Automatic matter field population from natural speech
Task extraction and intelligent team assignment
Key date detection with calendar synchronisation
Capture layer
AUTOMATION

Workflow layer

Describe a workflow in plain language. The system builds it, deploys it, and runs it. No configuration screens. No flowchart builders. Just tell it what you need.

Natural language workflow creation
Automated intake, conflict checks, and costs agreements
AI-generated matter types with custom fields
Compliance deadlines auto-calculated from legislation
Workflow layer
EMAIL MANAGEMENT

Email layer

Every email read, analysed, and drafted before you open it. The system identifies deadlines, extracts action items, generates replies with attachments, and routes tasks to the right person. Review, edit, send — then the team discusses.

AI-drafted replies with context-aware attachments
Deadline and action item extraction from email threads
Task assignment with partner review workflow
Team comments and discussion on email tasks
Email layer
RESOURCE INTELLIGENCE

People layer

Who's at capacity. Who's available. Skill matching for new matters. Burnout detection from hours patterns. The system replaces the whiteboard and gut-feel approach to matter assignment with firm-wide resource intelligence.

Real-time team capacity scanning with burnout detection
AI-ranked matter assignment based on capacity, experience, and availability
Skill coverage gap analysis and upskilling recommendations
Workload rebalancing with one-click apply or dismiss
People layer
RELATIONSHIP INTELLIGENCE

Client layer

CRM built from legal data — not a sales CRM bolted onto a law firm. The system reads across matters, emails, time entries, invoices, and documents to build real relationship intelligence. No manual data entry. No CRM hygiene nagging.

Auto-built client profiles from matter data — no manual CRM entry
Relationship mapping with succession risk detection
Email sentiment analysis and engagement scoring
Revenue intelligence with share-of-wallet and cross-sell identification
Proactive client actions — check-ins, referral thank-yous, introductions
Client layer
REGULATORY INFRASTRUCTURE

Compliance layer

Trust account reconciliation. CPD tracking. File review scheduling. Retention policies. LPLC notifications. AML/KYC verification. The regulatory infrastructure that runs silently in the background — because getting it wrong has career-ending consequences.

Trust account compliance with automated reconciliation and audit trails
CPD tracking per practitioner with deadline alerts and gap analysis
File review scheduling with risk-based prioritisation
Retention and destruction policy enforcement with automated triggers
LPLC/PI insurance notification triggers and renewal tracking
AML/KYC verification status per client with re-verification alerts
Compliance layer
INSTITUTIONAL INTELLIGENCE

Knowledge layer

How did we handle this last time? What was the outcome? Which counsel did we brief? The system builds the firm's collective brain from historical matter data. Every senior partner who retires takes 30 years of knowledge with them — unless you capture it first.

Precedent search across all historical matters with outcome tracking
Counsel briefing history — who we used, how they performed, what they charged
Similar matter matching with strategy recommendations
Institutional knowledge capture from retiring partners and senior staff
Skill gap identification — matters the firm hasn't handled recently
Knowledge layer
ENQUIRY TO OPEN MATTER

Intake layer

New enquiry to open matter — zero admin. Conflict check runs automatically. Matter type suggested. Costs agreement generated. Engagement letter drafted. Matter opened in PMS. First tasks assigned. End-to-end from lead to open matter without human paperwork.

Automated conflict checking against the entire client and matter database
Intelligent matter type classification from enquiry details
Costs agreement and engagement letter generation from templates
One-click matter opening in your PMS with pre-populated fields
Automatic first-task assignment based on matter type and team capacity
Intake layer
LIVE ANALYTICS

Reporting layer

Every metric across your portfolio — live. Ask a question in plain language. The system builds the report, pulls the data, and presents it. No manual reporting. No end-of-month surprises.

Natural language queries for instant reports
Real-time portfolio metrics and trend analysis
Drill-down from firm-wide to individual matter level
Automated alerts when metrics cross thresholds
Reporting layer

Ready to see it work?

Join the closed beta