AI Smart Forms · Practice management for law firms

Describe it. AI drafts it. Your client signs it.

Smart Forms write legal documents from one prompt, collect e-signatures through a secure link and file the signed PDF on the matter. Plus matters, billing and your firm website.

See how it works Try a live Smart Form

No credit card required · Free trial · No lock-in contract

“Retainer agreement for a commercial lease dispute, with a fee schedule and a signature block.”

Retainer agreement

Sterling & Whitfield LLP

Client name: Acme Holdings Ltd
Matter no.: MAT-2026-0142
Date: 16 May 2026

Client signature

Signed PDF filed to the matterMAT-2026-0142

15 AI tools built in

4 AI Staff agents

4 Payment gateways

6 Tabs in every matter

4+ Languages, add more

Signature features

Five features worth a closer look

Matterly covers the everyday practice tools. These five are where it saves the most time.

01 Flagship

Smart Forms · LegalFrame

Draft, sign and file documents

Describe the document in plain English and Matterly writes the draft, including the fields to fill in. Share a secure link, collect answers and e-signatures, send it back for changes, and the signed PDF lands on the matter.

Fill the demo form How it works

1

Describe it

Type what the document needs to cover. AI drafts the wording and the fields to fill in.
2

Edit in the builder

Adjust clauses, fields and signers in a live document editor.
3

Share a secure link

Send it from the matter, with an optional PIN and an expiry date.
4

Signed PDF on the matter

Answers and the e-signature come back as a PDF filed on the case.

Payments & invoicing

Take payments online

Connect Stripe, Razorpay, PayPal or LigdiCash and clients can pay the consultation fee when they book, or pay at your office instead. Invoices, payments and balances stay on the matter they belong to.

Stripe, Razorpay, PayPal and LigdiCash
Online checkout or pay at the office
Invoices and balances on every matter

AI Staff

AI drafts the work. You approve it.

Four agents prepare review replies, client updates, deadline plans and revenue notes. Their drafts wait in an approval inbox with a daily credit limit, and nothing is sent unless you approve it or turn on auto-send for that agent.

Review, client, case-task and revenue agents
Approve or edit drafts before they go out
Auto-send is opt-in, per agent
Complete audit trail and daily spend cap

Website & client portal

A website that takes bookings

AI drafts a full firm site from a short brief. The chat widget answers questions, takes the client's details, opens the matter and sends a payment link. Clients can then follow their matter in the client portal.

AI website, block editor and SEO copy
Books consultations from the chat
Custom domain and client portal, by plan

Matter workspace

The case file on one screen

Tasks, billing, messages, forms, calendar and the activity history sit in tabs on the matter. Each staff member only sees the tabs their role allows.

Six permission-gated tabs per matter
Full activity history, newest first
Invoices, documents and deadlines in place

Dashboard

See your whole day when you sign in

Today's consultations, upcoming hearings, active clients and revenue are on the dashboard as soon as you log in.

Live day view & caseload
Case tasks & deadlines
Invoices, payments & reports

Matters

All your matters on one calendar

A colour-coded calendar shows what's open, what's scheduled and what's due to close over the next two weeks.

Practice-wide calendar
Practice areas & fees
Online consultation booking

Clients & billing

Clients, invoices and payments on the matter

Add clients, take retainers, raise invoices and record payments. Every matter keeps its full history.

Client profiles & history
Stripe, Razorpay & PayPal
Branded client emails

AI built in

AI tools in the admin panel

15 built-in tools for website copy, translation, fee suggestions, client replies and more. The chat assistant can also book consultations on your website and over WhatsApp.

Website generator

Drafts a full firm website from a short brief.

Section writer

Rewrites any single section of a page on request.

SEO writer

Page titles and meta descriptions for search engines.

Translation

Translates your website pages and site text into your other languages.

Practice-area copy

Client-friendly descriptions of each practice area.

Smart Forms

Drafts a signable document-style form from one prompt.

Theme suggestions

Suggests colours and fonts that suit your firm.

Email writer

Confirmations, client updates and campaign emails.

Review responses

Professional replies to client reviews in your voice.

Review insights

Sums up what clients praise and what to improve.

Marketing generator

Social posts, ads and blog content on demand.

Fee advisor

Fee suggestions from the practice area, dates and your current workload.

Revenue insights

Plain-English summaries of your caseload and revenue.

Ask your data

Answers questions about your firm's numbers in plain English.

Chat assistant

Answers client questions and books consultations on your website and WhatsApp.

The full toolkit

What firms get

Case management, billing, a website builder and AI tools in one place. Some features depend on your plan, and AI tools use your monthly AI credits.

Practice management

Matter board & stages
Matters & calendar
Custom case fields
Client profiles & case tasks
Invoices & payments
Expenses & reports

Clients & website

Drag-and-drop website builder
Online consultation booking
AI client intake (web & WhatsApp)
Two-way client texts (SMS)
Custom domains & subdomains
Reviews & email campaigns

AI toolkit

Website & copy generator
Smart Forms & e-signatures
Fee advice
Review & email writer
Revenue insights
Knowledge-based chatbot

Team & account

Staff roles & permissions
Client portal
AI Staff approval inbox
Multi-language & currency
Online subscription billing
Built-in support tickets

Pricing

Plans and pricing

Start small and move up a plan when you need more practice areas, staff seats or AI credits. There is no lock-in, and you can turn off auto-renewal at any time.

Save with annual billing

Starter

Perfect for small firms

$29/month

20 practice areas
3 staff seats
200 AI credits / mo
Website Builder
AI Tools & Content

Get started

Common questions

If your question isn't here, send us a message.

[email protected]

Who can see our firm's data?

Your firm. Matters, clients and documents live in your own workspace, kept separate from every other firm, and each staff member sees the menus their role allows.

Can my whole team use it?

Yes. Add partners, associates, paralegals and reception staff, each with their own permissions. The number of staff seats depends on your plan.

How do the AI tools work?

They run on the monthly AI credits that come with your plan, and your credit balance is always visible in the admin panel. AI Staff drafts wait for your approval unless you switch on auto-send.

Which payment methods can clients use?

Clients can pay online through Stripe, Razorpay, PayPal or LigdiCash (mobile money and cards in West and Central Africa), depending on what your firm sets up, or pay at your office.

Can we use our own domain and language?

Yes. On plans that include a custom domain, point your own domain at your firm website. You can publish the site in several languages and bill in your own currency.

How long does setup take?

Sign up, add your practice areas, fees and staff, then publish a website from a theme or an AI draft. Most of the work is simply entering your firm's details.

Try Matterly with your own firm.

Set up your practice areas, publish your website and see how the AI tools fit your work. The trial does not need a credit card.

Start your free trial View pricing