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MatterSuite
MatterSuite for Financial Services

Legal Operations Software for Banking and Financial Services

From high-volume agreements to regulatory matters and outside counsel, MatterSuite gives financial services legal teams a clearer way to manage complex legal operations.

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MatterSuite Legal Operations Software for Banking and Financial Services
Contracts & Agreements

Bring Order to a Complex Contract Portfolio

Manage the full lifecycle of NDAs, counterparty, vendor, and transaction agreements with the structure and visibility financial institutions need.

Contract Lifecycle Management
Counterparty & Vendor Contracts
Clause & Version Tracking
Renewal & Obligation Management
Financial Contracts & Counterparty Hub

Automated lifecycle management & renewal tracking

✓ Audit Ready
ISDA Master Agreement & ScheduleCounterparty Derivative • Renews in 60 days
In Review
Financial Impact: $12.5M FacilityObligations Tracked →
Core Banking Cloud SLA & Vendor MSACritical FinTech Vendor • SOC2 & PCI-DSS Validated
Active
Financial Impact: $2.8M / yrObligations Tracked →
Institutional Asset Custody NDAMutual Transaction NDA • SEC / FINRA Tracked
Executed
Financial Impact: Strict ConfidentialityObligations Tracked →
Matters & Compliance

Stay Ahead of Regulatory Legal Work

Connect regulatory inquiries, enforcement matters, and compliance obligations so legal teams can respond quickly and keep every action documented.

Financial Services Matter Management
Regulatory Matter Tracking
Compliance Obligation Monitoring
Litigation & Enforcement Management
Regulatory Matters & Compliance Hub

Cross-entity inquiry logging, filings & enforcement management

🏛️ Multi-Entity
SEC Regulatory Inquiry & Disclosure AuditCapital Markets Division • Global Ops • Lead: Sarah Jenkins (VP Compliance)
Regulatory Matter
Status: Document ProductionAudit Trail Logged →
Commercial Banking Dispute & ResolutionTreasury & Lending Group • Lead: David Miller (Litigation Counsel)
Active Defense
Status: Mediation / SettlementAudit Trail Logged →
Cross-Border AML / FinCEN Reporting ReviewInternational Wealth Management • Lead: Enterprise Risk & Audit
100% Compliant
Status: Documentation CompleteAudit Trail Logged →
Spend & Outside Counsel

Know Where Legal Spend Is Going

Bring outside counsel, invoices, budgets, and billing activity together to give legal and finance teams a clearer view of legal costs.

Legal Spend Management
eBilling & Invoice Review
Outside Counsel Management
Matter Budget & Rate Tracking
Legal Spend & Outside Counsel Matrix

Real-time matter budgeting, rate card tracking & eBilling

💳 Spend Control
Active Outside Counsel14 FirmsLEDES / UTBMS
YTD Legal Spend$4.82M8.4% Under Budget
Auto-Audit Pass99.2%Zero Billing Errors
Recent eBilling Invoices & Rate AuditsLEDES 98B Validated
Skadden, Arps • Corporate AdvisoryINV-2026-881
$142,500Approved
Latham & Watkins • Regulatory DefenseINV-2026-904
$88,200In Review
EXPLORE BY INDUSTRY

MatterSuite Across Every Industry Your Legal Team Operates In

Healthcare

Ensure legal compliance and manage disputes across hospitals and networks.

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Government

Secure case handling and regulatory tracking for public departments.

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Banking & Finance

Streamline reviews and audits to meet financial compliance needs.

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Software/IT

Protect IP and manage vendor contracts in fast-paced tech sectors.

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