Valley Matter
The facts below are what the maker publishes about Valley Matter, checked and dated. Our editors have not written about it yet.
Plans and prices
From Valley Matter's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Valley Matter | $79 a month | Per user · Unlimited document storage · Includes matter management, intake, billing, client portal, trust accounting, e-sign, reporting, and integrations · Billed monthly, per user |
The facts
Each one read from Valley Matter's own pages, with the date it was checked.
What it does
- AI documents
- Uploaded documents are automatically OCR'd and classified, and their contents are searchable across scanned files.checked 12 Oct 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.checked 12 Oct 2026
- Client intake
- Yeschecked 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.checked 12 Oct 2026
- Document automation
- Yeschecked 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.checked 12 Oct 2026
- Integrations
- Named integrations include LawPay, QuickBooks Online, Wave, Google Workspace, Microsoft 365, Zoom Phone, RingCentral, RedFax, Resend, and SendGrid.checked 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.checked 12 Oct 2026
- Practice areas
- The product describes workflows for Virginia criminal defense, immigration, civil litigation, and general practice.checked 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.checked 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.checked 12 Oct 2026
- Student access
- Law students can get a free 120-day sandbox by signing up with a .edu email address.checked 12 Oct 2026
- Support
- The site provides a Contact Support link and lists [email protected] for general inquiries.checked 12 Oct 2026
- Trust accounting
- Trust accounting includes three-way monthly reconciliation, client sub-ledgers, audit trails, and guardrails against negative client-ledger balances.checked 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.checked 12 Oct 2026
Money
- Billing and payments
- Yeschecked 22 Sep 2026
- Free plan
- Nochecked 22 Sep 2026
Alternatives to Valley Matter
- 1
CaseFox
Free planAndroidiOSWebAPI8.7From $45 a month - 2
RunSensible
Free planAndroidiOSWebAPI8.7From $49 a month - 3
8am MyCase
Free planiOSmacOS8.6From $39 a month - 4
CaseDesk
Free planAndroidiOSAPILinux8.6From $290 a year - 5
Clio Manage
AndroidiOSWebAPI8.5 - 6
CosmoLex
AndroidiOSWeb8.5From $49 a month