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On the recordRead 12 Oct 202617 facts
Valley Matter
Plans and prices
Valley Matter
$79a month
Per user · Unlimited document storage · Includes matter management, intake, billing, client portal, trust accounting, e-sign, reporting, and integrations
Read 12 Oct 2026 · valleymatter.com
On the record
- AI documents
- Uploaded documents are automatically OCR'd and classified, and their contents are searchable across scanned files.valleymatter.com · read 12 Oct 2026
- Billing and payments
- Yesvalleymatter.com · read 22 Sep 2026
- Calendar
- The firm calendar syncs two ways with Google Calendar and Microsoft Outlook and can send court-date notifications to clients by email or SMS.valleymatter.com · read 12 Oct 2026
- Client intake
- Yesvalleymatter.com · read 22 Sep 2026
- Client portal
- Clients can view matter details, message the firm, access or upload documents, pay invoices, sign documents, and complete assigned tasks through the portal.valleymatter.com · read 12 Oct 2026
- Document automation
- Yesvalleymatter.com · read 22 Sep 2026
- E-signatures
- Built-in e-signatures support engagement letter templates or uploaded PDFs, signer verification by email or SMS passcode, and signature attestations in executed PDFs.valleymatter.com · read 12 Oct 2026
- Integrations
- Named integrations include LawPay, QuickBooks Online, Wave, Google Workspace, Microsoft 365, Zoom Phone, RingCentral, RedFax, Resend, and SendGrid.valleymatter.com · read 12 Oct 2026
- Notable limits
- The deadline rules engine is described for Virginia state and federal courts, and criminal-defense features include a Virginia charge-code catalog and Virginia court library.valleymatter.com · read 12 Oct 2026
- Practice areas
- The product describes workflows for Virginia criminal defense, immigration, civil litigation, and general practice.valleymatter.com · read 12 Oct 2026
- Privacy and data security
- The privacy policy says data in transit is encrypted using TLS and describes access controls, regular security assessments and penetration testing, and vendor due diligence.valleymatter.com · read 12 Oct 2026
- Security
- The site describes universal staff MFA, passkeys, hardware security keys, authenticator apps, step-up re-authentication, role-based access controls, and audit logging.valleymatter.com · read 12 Oct 2026
- Student access
- Law students can get a free 120-day sandbox by signing up with a .edu email address.valleymatter.com · read 12 Oct 2026
- Support
- The site provides a Contact Support link and lists [email protected] for general inquiries.valleymatter.com · read 12 Oct 2026
- Trust accounting
- Trust accounting includes three-way monthly reconciliation, client sub-ledgers, audit trails, and guardrails against negative client-ledger balances.valleymatter.com · read 12 Oct 2026
- What it does
- Valley Matter combines legal matter management, billing, IOLTA trust accounting, client intake, e-signatures, calendar sync, and AI document intelligence.valleymatter.com · read 12 Oct 2026
