Matters
Compressed work. Expanded client service and attorney judgment.
Better work product. Less production work.
Specialists prepare. Attorneys approve. The matter file drives the work from signed client through resolution.
Pre-litigation and litigation support based on where the case stands. Pre-retention pipeline lives in FlowCounsel Growth; Matters takes over at retention.
Lifecycle view
One matter file, from signed client through resolution.
Pre-litigation track
Litigation track
Why matters software needs to change
Casework built for live legal work.
Most legal AI products still break the work into too many disconnected tools.
PROMPT-BASED LEGAL AI
A drafting surface with a disclaimer.
Even firms with formal AI policies, trained staff, and citation-review processes have filed hallucinated citations. Policy sits on top of architecture. It cannot fix it.
MANUAL CASE TOOLS
Folders with AI bolted on as a feature.
The matter is a folder. The AI is in another window. Nothing real connects drafts, approvals, or work history. Approvals gate logins, not what leaves the firm.
GENERIC AGENT FRAMEWORKS
Orchestration without legal grounding.
Powerful for ordinary work. They were not built to know what a matter is. A fast car on loose gravel still needs a track.
HOW IT WORKS
One matter file. Review-ready work.
One matter file. Specialists run when something changes. Context built from the facts, documents, and approved work your team already has. Review before anything leaves the firm. Patent pending.
The working case, not a folder.
Facts, parties, documents, deadlines, communications, and history stay together in one matter file. Specialists work from that matter file.
Triggered by what happens in the case.
When records arrive, when a carrier counters, when a deadline approaches, the next specialist task can be staged inside the matter file.
Built from your case and firm preferences.
Each run pulls only what is relevant from the case, firm preferences, and your approved past work. You see exactly what was loaded.
Nothing leaves the matter file without your approval.
Draft, pending, edited, approved, rejected. No external effects without approvals.
Your firm improves with every resolved case.
Approvals and edits can shape how future specialist runs start. Your firm only. Never blended with another firm.
MATTER RECORD
MTR-2026-0035Garcia v. Allstate
Motor Vehicle Accident · Washington County, MN
Phase
Negotiation
Carrier
Allstate · $68K counter
Pending review
2 →
DEMAND SPECIALIST
WorkingTriggered by carrier counter-offer
CONTEXT ASSEMBLED
Pulled from the matter file and your firm:
REVIEW QUEUE
Counter-offer response · ready
Disciplined response on $68K counter · 3 supporting exhibits attached
FIRM INTELLIGENCE
On approval, structured edits can become reviewable pattern candidates. The next specialist run starts closer to your firm’s preferred form only after the pattern is promoted.
Agentic execution under attorney control.ABA 512 aligned. Reviewable. Bounded. Auditable.
SPECIALIST EXECUTION
Specialists prepare. Attorneys approve.
Agentic execution under attorney control. The specialist pulls context from the case and your firm, drafts the work, and stages it for your review. Nothing leaves the matter file without your approval.
TRIGGER
Specialists run when something happens on the matter.
Records arrive. A carrier counters. Discovery requests land. A deadline gets close. The next specialist task can be staged inside the matter file.
CONTEXT
Context built from your case and firm.
Firm preferences, case facts, approved past work, jurisdiction rules. You see exactly what was loaded.
STAGE
Draft staged with sources attached.
The output lands in your review queue with sources, version history, and edit trail. Reviewable work product, ready for your sign-off.
REVIEW
Nothing leaves the matter file without you.
Draft, pending, edited, approved, rejected. No external effects without approvals.
SPECIALIST LIBRARY
Core foundation: Matter Intake · Communications · Records / Evidence · Discovery · Deadlines · Resolution · Closure.
Plaintiff PI: File Opening · Records / Medical · Demands / Damages · Discovery / Litigation · Settlement / Closeout. And more.
EXECUTION QUEUE
Lindgren v. Doe · File Opening Specialist
Loading firm retainer template
PI contingency · 33.33% / 40% fee schedule
Populating from retainer + client data
Name, DOB, incident details, insurance info
Drafting retainer agreement
Contingency fee with cost advancement clause
Drafting HIPAA authorization
Standard medical release · pre-filled
Drafting representation letter → State Farm
Identifies counsel, preservation notice
OUTPUTS IN PLAY
COMMUNICATIONS
Email belongs to the matter file.
Read-only inbox ingestion. Emails feed the matter file, tagged to the matter, classified by stakeholder, indexed for retrieval. Outbound replies stage in the review queue. Attorneys approve before anything leaves the firm.
READ-ONLY INGESTION
No autonomous send, delete, or archive.
Matters reads the inbox. It never writes back without an attorney behind the action. Outbound mail moves through the review queue, signed by an attorney.
AUTO-TAG TO MATTER
Each email routes to the right matter on arrival.
Matter ID, party context, and prior thread history route incoming mail. If a message is unlabeled, an attorney tags it once and the routing signal can be reviewed for reuse.
CATEGORIZE BY STAKEHOLDER
Insurance, client, court, medical, opposing counsel, internal.
Threads carry stakeholder badges so triage is one glance, not three minutes of subject-line parsing.
DRAFT REPLY FOR REVIEW
Specialist stages To, Subject, Body. Attorney approves or edits.
The matter file context informs the draft. Nothing sends until an attorney approves. Recalled approvals propagate to dependent drafts.
CONNECTED INBOX
attorneys@firmdomain.com · read-only
Allstate Claims
INSURANCERE: Garcia v. Allstate — Counter at $68K
We can discuss the additional medicals you submitted last week.
St. Cloud Imaging
MEDICALRecords release — Garcia, J. (DOS 2025-11-04)
Records attached per authorization. Total billed: $4,820. Lien filed.
Jenny Lindgren
CLIENTQuick question on my case
Just checking in on where things stand. Let me know when you have a minute.
Hennepin Co. Clerk
COURTNotice of hearing reset · 27-CV-2026-1184
Hearing originally scheduled 2026-08-12 reset to 2026-08-19.
DRAFT REPLY · PENDING REVIEW
Garcia v. AllstateTo: claims@allstate.com
Subject: Garcia v. Allstate — Counter response, $68K position
Disciplined response on the $68K counter. Three supporting exhibits attached. Drafted from approved demand-package patterns and the carrier’s position log.
DEADLINES AND CALENDAR
Deadlines extracted. Calendar proposed. Attorney confirms.
Scheduling orders extract to the matter file with source-paragraph citations. The calendar only writes after an attorney confirms each event. IP prosecution is the lead lane.
DEADLINES AS MATTER STATE
Live in the matter file, not in a separate calendar app.
Every deadline is a matter-file field. Specialists see them in context. The audit ledger records every change.
SCHEDULING ORDER EXTRACTION · IP LANE
Upload the PDF. Extracted deadlines come back with citations.
For IP prosecution: response windows, IDS deadlines, declaration filings, claim-chart exchange dates. Each row cites the source paragraph in the order.
CALENDAR SYNC · ATTORNEY-CONFIRMED
Propose to your connected calendar. Attorney approves before write.
Calendar integrations are scoped per firm. Matters does not write to a connected calendar without an explicit attorney approval on each event.
SCHEDULE EXTRACTION
Scheduling Order · MTR-2026-IP-007
Response to OA · Application 18/425,917
2026-07-12
Inventor declaration filing
2026-08-04
IDS deadline
2026-08-22
Final claim charts to opposing counsel
2026-09-15
Calendar sync · Attorney-gated
Extracted deadlines stage as proposals in the matter file. An attorney confirms before anything writes to the connected calendar.
FIRM INTELLIGENCE
Compounding firm intelligence (FirmIQ™). Never shared AI training.
From junior to senior judgment in weeks, not years. Approved work and structured attorney corrections become reviewable candidates for the drafting patterns your team has already refined. The learning stays inside your firm. Never blended with anyone else’s.
LAYER 1
Firm Profile
7 instructions
Tone, formatting, fee structures, jurisdictional defaults, review habits.
LAYER 2
Work Product
81 approved · 12 matters
Indexed approved documents shape what new specialist runs look like.
LAYER 3
Patterns
11 patterns
Repeated edits become operating guidance the system applies to future drafts.
RECENT LEARNING ACTIVITY
APPROVED WORK · LAYER 2 INDEX
81 docs · 12 mattersFirm-scoped only
No aggregation across firms on the platform. A firm-specific metric should come from that firm’s records, not a multi-tenant blend. Your intelligence stays yours.
Compliance posture
Built to the forensic record, not policy prose.
Compliance is architectural in Matters, not a policy memo bolted on top. Each named precedent and rule maps to a specific commitment in how the matter file, specialists, and review gates operate.
View securityABA Formal Opinion 512
Competence, confidentiality, communication, candor, supervision, reasonable fees. Matters treats attorney review as system state, not policy expectation.
United States v. Heppner (S.D.N.Y., Feb. 2026, Rakoff, J.)
Weak workflow boundaries have legal consequences. Matters architecture requires bounded retrieval, scoped data, deliberate context assembly, controlled storage, visible provider roles.
Sullivan & Cromwell incident (April 2026)
An elite firm with full AI policies still filed hallucinated citations. The lesson: policies sit on top of architecture; they do not substitute for it. Matters makes the architecture inspectable.
Quoine v. B2C2 (Singapore CA)
Agentic systems precedent: when software acts in ways no human would have approved, responsibility traces to system design. Matters keeps approval gates non-bypassable.
PRACTICE AREAS
Specialist libraries shaped to your practice.
The matter file stays the same. The specialist library adapts to how your firm practices.
PERSONAL INJURY
From records to trial.
Records, demand, negotiation, and settlement on one review-gated foundation. Discovery operations (propounding, responding, deposition prep, motion drafting) built on the same matter file when litigation kicks in.
Explore Personal InjuryINTELLECTUAL PROPERTY
From disclosure to office actions.
Invention disclosure, drafting, office actions, and claim charts. Without juggling separate tools.
Explore IPStewardship for matters deployments
Engineering rigor when matters runs your firm.
Optional retained engagement for firms deploying Matters at scale: specialist library extension, integration support, audit-trail review, FirmIQ pattern tuning, compliance posture maintenance.
Retained engineering rigor, scoped per deployment.
Firm size, practice-area scope, and security envelope drive pricing. Not seat count. Single line item on the invoice.
What retained engagement includes
- Specialist library extension
- Integration support
- Audit-trail review
- FirmIQ pattern tuning
- Operational reporting
- Compliance posture maintenance
- AWS operations
- Importer onboarding (DMS migration)
Reclaim time for legal judgment and client service.
Review-ready work product, firm-wide access, and attorney control without seat-based pricing.