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- Matterbee
On the recordRead 11 Oct 202618 facts
Matterbee
Plans and prices
Standard
£109a month
1,000 AI credits per licensed user per month
Read 22 Sep 2026 · matterbee.co.uk
Standard subscription
£109a month
1,000 AI credits per licensed user per month · standard storage allowance · higher AI usage, third-party licences, and separately scoped professional services may cost extra · VAT excluded
Read 11 Oct 2026 · matterbee.co.uk
On the record
- Accounting and billing
- The platform includes time recording, WIP management, billing, client and office accounting, bank reconciliation, and controls designed to support SRA Accounts Rules compliance.matterbee.co.uk · read 11 Oct 2026
- AI data handling
- Matterbee says it uses Microsoft Azure OpenAI Service within EU-hosted infrastructure, does not use customer data to train public AI models, and applies existing permissions and security controls to AI.matterbee.co.uk · read 11 Oct 2026
- AI features
- AI features include ChatBee, document review and population, drafting, risk assessment, enquiry support, and suggested time entries.matterbee.co.uk · read 11 Oct 2026
- Billing and payments
- Yesmatterbee.co.uk · read 22 Sep 2026
- Client intake
- Yesmatterbee.co.uk · read 22 Sep 2026
- Document automation
- Yesmatterbee.co.uk · read 22 Sep 2026
- Documents and email
- Document features include matter-based folders, Outlook filing, Microsoft Word and SharePoint integration, versioning, templates, and AI document generation.matterbee.co.uk · read 11 Oct 2026
- Human review
- The maker says lawyers remain responsible for reviewing, editing, and approving AI-prepared work.matterbee.co.uk · read 11 Oct 2026
- Implementation and support
- The maker lists data migration, integration setup, role-based training, launch support, and ongoing platform support; implementation scope and charges are agreed in the proposal.matterbee.co.uk · read 11 Oct 2026
- Integration limits
- Integration availability depends on the firm’s requirements, and third-party licences, implementation, or configuration may be required.matterbee.co.uk · read 11 Oct 2026
- Integrations
- Listed integrations include Microsoft Outlook, Word, SharePoint and 365, DocuSign, Credas, Xero, Salesforce and AppExchange; APIs and external system connections are also listed.matterbee.co.uk · read 11 Oct 2026
- Intended users
- Matterbee is presented for law firms, with demo options covering conveyancing, litigation, private client, commercial, family, and employment practices.matterbee.co.uk · read 11 Oct 2026
- Matter management
- It manages matters, tasks, deadlines, documents, correspondence, and processes in a central workspace.matterbee.co.uk · read 11 Oct 2026
- Onboarding
- Onboarding workflows cover enquiry capture, conflicts, AML and identity verification, risk assessment, approvals, and matter opening.matterbee.co.uk · read 11 Oct 2026
- Product
- Matterbee is an AI-native practice management system for law firms, built on Salesforce.matterbee.co.uk · read 11 Oct 2026
- Security
- Listed controls include role- and matter-based access, ethical walls, multi-factor authentication, single sign-on support, encryption in transit and at rest, audit trails, and client data segregation.matterbee.co.uk · read 11 Oct 2026
- Time tracking
- Yesmatterbee.co.uk · read 22 Sep 2026
