Law firms hold some of the most sensitive data there is. Here is how Matterly is designed to protect it.
Where your data goes
Your firm’s data is stored in this platform’s own database. When you use an AI feature, the text involved is sent to the AI provider that writes the response, and online payments are handled by your payment provider.
Every firm is isolated
On a multi-firm install, each firm’s matters, clients, invoices and documents are scoped to that firm. Staff menus follow the permissions set for their role.
Secrets stay encrypted
Payment keys, mail passwords and API tokens are stored encrypted, never in plain text.
Signed documents you can trust
Smart Form links can be PIN-locked and set to expire, and every signed PDF is filed straight onto the matter with a full activity trail.