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MatterSuite
Client Portal

Keep Your Clients Informed and Connected with Client Portal

Bring documents, communications, and matter updates together in one secure client workspace.

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Client Collaboration

Bring Transparency to Every Client Interaction

A dedicated, secure hub for clients and outside stakeholders to view progress, exchange files, and stay informed.

01 — SELF-SERVICE

Real-Time Matter Visibility

Allow clients to check matter status, upcoming milestones, and deliverables 24/7 without endless email chains.

02 — SECURE SHARING

Encrypted File Exchange

Share large case files, contracts, and court documents with granular permission controls and audit trails.

03 — DIRECT MESSAGING

Unified Communication

Keep discussions linked directly to the matter so historical context is never lost across multiple inboxes.

01 — SCHEDULES & ACCESS

Keep Everyone on Schedule

Coordinate meetings, deadlines, tasks, and matter updates while controlling exactly what each person can access.

Shared Calendars & Events
Role-Based Permissions
Task & Event Tracking
Matter Updates
Matter Schedule & Access ControlLive Outlook Sync
SEP14

Pre-Trial Status Conference

Judge Patterson • 2:30 PM EST • Room 4B

Confirmed
SEP22

Document Production Deadline

Client Response Required • 8 Days Left

Urgent Task

Role Access Permissions

Client: View & Upload
Counsel: Full Edit
02 — OUTSIDE COUNSEL & SPEND

Stay on Top of Outside Counsel

Give co-counsel a secure way to submit time and invoices while tracking budgets, payments, and outside counsel performance.

Time & Invoice Submission
Outside Counsel Reporting
Matter Budget Tracking
Invoice & Payment Status
Outside Counsel Spend & BudgetLEDES Compliant
Matter Budget Tracking$64,500 / $100,000 (64.5%)
Cap: $100,000Under Budget by $35,500

Recent Invoices

INV-2026-089 — Discovery Phase

Morrison & Foerster LLP • 42.5 Billable Hrs

$14,250.00

Approved

INV-2026-092 — Deposition Prep

Baker & McKenzie LLP • 24.0 Billable Hrs

$8,400.00

Under Review
03 — COMMUNICATION & DOCUMENTS

Keep Conversations Connected

Replace email threads with secure messaging, organized conversations, and real-time document collaboration.

Encrypted Messaging
Threaded Conversations
Real-Time Document Editing
Document Version Control
Settlement_Agreement_v3.2.docxv3.2 Latest
Sarah Jenkins (Lead Partner)10:45 AM

"Uploaded revised Section 4.2 non-compete clause based on yesterday’s feedback. Please sign off before 4 PM."

John Doe (Client)11:02 AM

"Reviewed the changes with our CFO. Looks good to proceed with final e-signature."

256-bit AES Encrypted
Audit Trail →
Integrations

Seamless Integrations, Zero Disruption

Connect MatterSuite with your existing legal and business tools

Google Drive
Google Drive
Outlook
Outlook
Dropbox
Dropbox
QuickBooks
QuickBooks
PayPal
PayPal
LawPay
LawPay
Microsoft OneDrive
Microsoft OneDrive
Slack
Slack
Reviews

From the Teams We Serve

We moved everything into MatterSuite earlier this year, and it instantly cut down the chaos. No more digging through emails to find updates or documents.
LM

Lukas M.

Legal Counsel

Contract tracking used to be a constant headache. Now I actually trust the system to remind me before things slip through the cracks.
SL

Sophie L.

Contracts Manager

What I appreciate most is how flexible it feels. We adjusted workflows to match how we already work instead of changing everything around the tool.
MR

Matteo R.

Head of Legal

The reporting tools are genuinely useful. I can finally show leadership, clear numbers instead of trying to explain workload in vague terms.
AK

Anna K.

Senior Legal Analyst

At first I thought the AI features would be overhyped, but the document search alone has saved me hours every week.
DV

Daniel V.

In-House Counsel

Onboarding was quicker than expected. We were up and running without long delays, and the team didn't need much hand-holding to get started.
CD

Claire D.

Legal Operations Manager

Elevate Your Client Experience Today

Provide a modern, transparent client portal that builds trust and saves valuable billable hours.