For solo practitioners and small firms
Give a matter its own email address. Send it the correspondence, attachments and documents you already have — then ask, in ordinary English, for the work you need doing. It comes back to your inbox.
There is no app to install, no website to log into and no password to remember.
Available exclusively through an invite-only private beta.
The whole idea
Every practice management tool asks you to change how you work. This one asks you to send an email.
If you can forward an email, you can use MatterCase. It works from Outlook, Gmail, your phone, your laptop, your assistant's desk — anywhere you already read mail.
No import project, no data cleanse, no onboarding week. You start with the next email you were going to send anyway, and the file assembles as you go.
Keep your existing case management, your billing software and your filing conventions. MatterCase runs alongside them — copy it in on what matters and it does the rest.
How it works
We set up a dedicated MatterCase address for the matter. Only people you name are allowed to send to it.
Forward correspondence as it arrives. Attach statements, contracts, invoices, photographs, disclosure. Or simply write and ask for what you need, in plain English.
A considered reply comes back in the same thread — with the documents you asked for attached, ready to open, edit and use.
New messageJames Walker
Good afternoon,
Six bank statements came in this morning. Please file them and update the schedule of accounts with the balance at each statement date. Flag each transfer over 5,000 that is not already listed. Also tell me which months are still missing.
Thank you,
James
MatterCase
Account schedule is updated
Statements filed. Schedule updated to 31 March. Nine transfers over 5,000, four of them not previously listed, with page references. Still missing: January to March 2024 for the joint account.
Sarah Bennett
Joint-account statements
James — I attached the six statements that arrived this morning. Thank you, Sarah.
MatterCase
Filed: six bank statements
The message and six attachments are on the Bennett disclosure file.
Sarah Bennett
Missing statement months
James — I asked the bank for the January to March statements. I will forward them when they arrive.
An illustration of a typical exchange in a familiar mobile mail layout. Wording and turnaround vary with the request.
What it takes off your desk
The jobs that eat an afternoon and have to be right — handled, so your time goes to the part only you can do.
Who it is for
You are carrying more matters than the day has hours for. The law is why they came to you. The assembling is what keeps you at the desk until eight.
MatterCase absorbs the preparation so you arrive at each file already briefed — and spend your hours on strategy, advice and the client in front of you.
Your client has three years of emails, statements, screenshots and letters, and no clear idea what is in it. Today that arrives on your desk unsorted, and someone has to bill for sorting it.
With a matter open, they send it to one address as they find it — and it reaches you filed, dated and indexed. The tidying happens before the meter starts.
How it is paid for
Your client asks, you approve, they pay. Useful where the papers are theirs and the sorting is theirs to do.
You open the matter, you approve the addresses, you are the customer. No client is involved in the arrangement and none needs to be.
The matter behaves identically either way, and one can become the other without anything moving.
Safeguards
Case papers are not ordinary documents. The design assumes that, and starts from what must never go wrong.
Confidentiality and conflicts
MatterCase is designed to be used the way a firm uses any outside supplier — a copy bureau, a transcription service, an outsourced paralegal. It works on instructions, on one matter, and takes no independent step.
Material on a matter is kept confidential, is not sold, and is not used to train models. It is shared only with the approved people and the companies needed to carry the email, host the file and prepare the work. If the law compels disclosure, we tell you first unless we are forbidden from doing so.
Whether that satisfies your own obligations is your judgment, not ours. Ask and we will set our arrangements out in writing so you can make it.
Conflicts remain yours. Matters are sealed from one another, including where we hold a matter for someone on the other side of yours. We do not run conflict checks and we will not tell you who else uses the service. That is your firm's job here exactly as it is with any supplier.
Plainly stated
We would rather you knew this from the homepage than found it out later.
The boundary
Everything it produces is unfinished on purpose: a draft to correct, a chronology to check, an index to approve. It has no view on your case and offers your client none. Asked a legal question by your client, it gives the same answer every time — ask your lawyer.
What it takes is the work that never billed well anyway: the sorting, the indexing, the twenty minutes opening folders. What it leaves is the part they are paying you for.
Questions
No. There is no application, no browser login and no dashboard. If your email works, MatterCase works. That is deliberate: the surest way for a tool to go unused in a busy practice is to require a new habit.
Keep it. MatterCase is not trying to replace your system of record — it sits alongside and does the preparation work. Copy the matter address into your correspondence and both files stay current.
On a server we run and control, arranged as ordinary folders of emails and files — one folder per matter. You can ask for a complete copy at any time and receive something any computer can open. There is no proprietary format holding your papers hostage.
Only the people approved for that matter. A matter accepts mail only from named addresses, and the part of the system that prepares work for one matter is given that matter's files and nothing else. Private-beta access is reviewed individually and each activation requires lawyer approval.
Yes, it uses a large language model — that is how it reads a bundle and drafts a chronology. Your matter is supplied to the model only to answer your request. We do not sell your data, and we do not use client material to train models. If that matters to your professional obligations, ask us and we will put the specifics in writing.
Usually within minutes. The reply takes as long as the reading does — longer for a heavy bundle than for a two-page letter.
A matter may be sponsored by the client or held by the firm. Private-beta access is invitation-only. The arrangement and price are stated plainly before activation.
Yes. Both lawyers and clients can request an invitation. Invited participants start with the same activation page and receive role-specific next steps. MatterCase supports document organization and preparation but does not provide legal advice.
Tell us a little about your practice, or about the case you are dealing with. A client may request a sponsored matter, and a lawyer may request a firm-held matter. Private-beta access is invitation-only, and every request is reviewed before activation.
Already invited? Activate a matter.