Matterly - AI Law Firm Management SaaS With Smart Forms

Matterly is a self-hosted, multi-tenant practice management platform for law firms, advocates and legal practices. One installation runs your own legal SaaS: onboard unlimited firms, sell subscription plans with automated billing, and give every firm its own admin panel, staff roles and permissions, public website with online consultation booking, client portal, and AI tools.Its flagship feature is AI Smart Forms: describe a legal document and AI drafts it, with the fields a client fills in. Share it securely, the client fills it in and signs it online, both sides receive the signed PDF, and the firm accepts it or asks for specific answers to be corrected. Built with Laravel 12, React 19, TypeScript and Inertia.js, and installed from the browser with no shell access.Matterly full documentation is also included in the download as standalone HTML (the documentation folder), covering installation, the Super Admin panel, every Firm Admin screen, workflows, emails, FAQ and troubleshooting.Client: no login needed. Browse a firm’s public website, request a consultation, or fill in the live Smart Form above.Why MatterlyMatterly Smart Forms: legal documents drafted from one prompt, e-signed through a secure link, and filed on the matter as a PDF.Matterly Resell it as a SaaS: subscription plans with limits and feature flags, automated recurring billing, and a per-firm AI credit wallet.True multi-tenancy: every firm’s data is isolated, so one install runs your whole platform.Matterly 15 AI tools and 4 AI Staff agents: OpenAI or any OpenAI-compatible API, behind a swappable provider interface, with per-call credit tracking.Matterly A website that takes bookings: each firm gets a public site with consultation booking and online payment, on a subdomain or its own domain.Self-hosted and white-label: you own the code and the data, and your branding flows through to client-facing sites and emails.Browser installer: upload, open /install, and follow the wizard.AI Smart Forms (LegalFrame)Create with or without AI: describe the document and AI writes the wording and the fields, or start blank. Presets for client intake, NDA, consultation agreement, fee arrangement and medical authorization.Drag-and-drop document builder: fields sit inside the wording, so clients read a document, not a questionnaire. Nine field types: short text, long text, number, date picker, dropdown, single choice, checkbox, file upload and signature.Secure sharing: a link with a random 32-character code, an optional access PIN, a link expiry date, and an on/off switch. Send it by email, or send several forms from a matter in one email so each response files itself on that matter.Client view: questions on one side, the document filling in live on the other, an on-screen signature, and clear guidance to any required answers still missing.Notifications: the client receives a receipt email with their signed PDF. Firm staff get an in-app alert, and admins, partners and office managers get an email with the PDF.Review and change requests: read the response as a document or as answers, download the PDF, link it to a matter, accept or archive it. Or flag the exact answers to fix: the client’s form reopens with those fields highlighted, and a Changes view shows every answer that changed, before and after. Right-to-left documents for Arabic, Hebrew and Urdu practices.Firm Admin: Practice ManagementMatters: a list that opens on active matters, outstanding fees and overdue tasks, with search as you type, practice area and balance filters, and each matter’s next deadline.Matter workspace: six permission-gated tabs (Overview, Work, Billing, Forms, Communications, Activity), summary cards for the next date, balance, open tasks and client contact, and one-click status steps.Practice calendar: hearings, deadlines, meetings, consultations, case tasks and invoice due dates in Agenda, Week, Month and Team views, with drag-and-drop rescheduling. Clients, practice areas, services and fees, and case tasks with assignees and priorities. Invoices with payment recording, expenses, reports and client reviews. Client inbox for website chat and WhatsApp, and email campaigns.Staff with roles and granular permissions that control both menus and matter tabs. Knowledge base that grounds the AI chatbot in the firm’s own content. Firm settings: general details and date formats, tax, policies, payments, WhatsApp, website theme, domain, API access and notifications.