Matterbee
The facts below are what the maker publishes about Matterbee, checked and dated. Our editors have not written about it yet.
Plans and prices
From Matterbee's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | £109 a month | 1,000 AI credits per licensed user per month · Prices exclude VAT. |
| Standard subscription | £109 a 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 |
The facts
Each one read from Matterbee's own pages, with the date it was checked.
Money
- 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.checked 11 Oct 2026
- Billing and payments
- Yeschecked 22 Sep 2026
- Free plan
- Nochecked 22 Sep 2026
What it does
- 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.checked 11 Oct 2026
- AI features
- AI features include ChatBee, document review and population, drafting, risk assessment, enquiry support, and suggested time entries.checked 11 Oct 2026
- Client intake
- Yeschecked 22 Sep 2026
- Document automation
- Yeschecked 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.checked 11 Oct 2026
- Human review
- The maker says lawyers remain responsible for reviewing, editing, and approving AI-prepared work.checked 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.checked 11 Oct 2026
- Integration limits
- Integration availability depends on the firm’s requirements, and third-party licences, implementation, or configuration may be required.checked 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.checked 11 Oct 2026
- Intended users
- Matterbee is presented for law firms, with demo options covering conveyancing, litigation, private client, commercial, family, and employment practices.checked 11 Oct 2026
- Matter management
- It manages matters, tasks, deadlines, documents, correspondence, and processes in a central workspace.checked 11 Oct 2026
- Onboarding
- Onboarding workflows cover enquiry capture, conflicts, AML and identity verification, risk assessment, approvals, and matter opening.checked 11 Oct 2026
- Product
- Matterbee is an AI-native practice management system for law firms, built on Salesforce.checked 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.checked 11 Oct 2026
- Time tracking
- Yeschecked 22 Sep 2026
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