MatterFlow

Built specifically for legal professionals and consultants, MatterFlow bridges the gap between your daily workflow, document and billing requirements. It is a case management platform designed to ensure no billable hour slips through the cracks while keeping your colleagues perfectly aligned. Your practice, firm or consultancy business requires absolute confidentiality, which is why MatterFlow is private by design. Your files, matter details, documents and billing remain entirely on your device and sync seamlessly across all your Apple hardware utilising iCloud’s security. We collect no telemetry, track no usage, and have absolutely no access to your data. KEY FEATURES • Secure Document Vault & Cross-Device Sync: Upload and organise all your master case files into a secure Core Data vault. Your entire “Paper Trail” syncs instantly across your Mac, iPad, and iPhone, ensuring you always have your critical documents at hand. • Protected Collaboration & File Sharing: Don’t work in a silo. Securely invite co-counsel or team members to a specific client profile using Apple’s CloudKit infrastructure. Once connected, authorised colleagues can seamlessly view and download shared case documents, track calendar events, and coordinate strategy. Only the original author can delete a master file, protecting your records from accidental removal. • Smart Document Parsing: Import PDFs, pleadings, or correspondence. MatterFlow can automatically scan your PDFs to identify document types, key parties, and reference numbers before formally linking them to specific matters. • Precise Time Recording: Log your billable hours directly against specific matters. MatterFlow stamps your professional identity on every entry, ensuring your ledgers are accurate, fully accountable, and ready for invoicing. • Visual Analytics & Performance Tracking: Stop guessing where your time goes. View your productivity via interactive graphs, filter by custom date ranges, and track your performance to easily identify your most demanding matters and real-time billing pacing. • Client & Matter Architecture: Utilise a legal hierarchy to keep your work organised. Clients own Matters, and Matters own your secure documents, calendar events, and time entries. • Advanced Data Export: Generate CSV spreadsheets of your billable time for external accounting software, extract original document files to your device, or export complete ‘.mf’ archives for backups.