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MatterSuite
Legal Accounting Software

Legal Accounting Software for Trust, Spend, and Financial Control

Manage operating accounts, trust transactions, vendors, and matter spending with complete visibility into every transaction.

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LEGAL ACCOUNTING

Purpose-built accounting for accuracy, accountability, and control.

Legal accounting comes with its own rules, responsibilities, and financial relationships. MatterSuite brings them together in one system.

01 — TRUST & OPERATING ACCOUNTS

Keep Trust and Operating Funds in Order

Maintain clear separation between trust and operating activity with transaction-level visibility across accounts.

02 — MATTER FINANCIALS

Know the Numbers Behind Every Matter

Track matter spending, expenses, balances, and financial activity with the context your legal team needs.

03 — VENDORS & PAYMENTS

Stay in Control of Every Payment

Manage vendors, payments, and financial transactions while keeping a complete record for review and accountability.

01 — INVOICING & COLLECTIONS

Keep Revenue Moving

Create detailed invoices, stay ahead of outstanding payments, and reduce the follow-up that slows down collections.

Custom Billing Formats
Detailed Legal Invoices
Automated Payment Reminders
Outstanding Payment Tracking
Invoicing & Collections HubLive Tracker
Collected This Month
$94,250.00
Auto-Reminders Active
12 Scheduled
INV-2025-084Acme Holdings LLC — Patent LitigationPaid
Received May 02, 2025$14,850.00
INV-2025-085Vanguard Capital — M&A AdvisoryReminder Sent
Due in 3 days$9,200.00
INV-2025-086Apex Global Tech — Regulatory ReviewOutstanding
Due May 18, 2025$6,400.00
02 — FINANCIAL RECORDS

Build a Complete Financial Record

Keep a detailed ledger of financial activity so your team has a reliable record for reviews, reporting, and compliance.

Detailed Financial Ledger
Income & Expense History
Transaction Records
Audit-Ready Financial Data
Detailed Financial Ledger & RecordsAudit-Ready
Client Retainer Deposit — Trust Acct #104(+) $15,000.00
Matter #408 · Acme LitigationTrust Inflow
Court Filing Fee Disbursement(-) $850.00
Matter #219 · Breach of ContractMatter Expense
Vendor Payout — Veritas Court Reporting(-) $4,250.00
Operating PayableOperating Outflow
Ledger Type: General & Trust📄 Instant Export (.xlsx / .csv)
03 — FINANCIAL COMPLIANCE

Stay Ready for Every Financial Review

Keep financial activity organized and traceable with the records, controls, and visibility needed for accurate reviews and compliance.

Complete Transaction History
Account Reconciliation
Compliance-Ready Records
Financial Reporting
3-Way Trust Reconciliation & ComplianceIOLTA Compliant
Bank Trust Statement Balance$216,640.00
Verified
Individual Client Ledgers Sum$216,640.00
Matched
Trust Journal Balance$216,640.00
Balanced
Variance / Difference: $0.00Zero Commingling Flagged
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

Put Legal Accounting on Solid Ground

Give your firm a more reliable financial foundation with accounting built around the way legal work actually operates.