Your case management system doesn't fill out your probate documents. MatterPack does.

MatterPack pulls case data straight from your CRM and auto-fills your court forms and internal documents. No manual re-entry. Works with whatever system you're already running.

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MW
Margaret Elaine Whitfield
Charleston County, SC
In progress
JA
Estate of J. Alvarez
Dorchester County, SC
Not started
Choose packets
Opening
Open the estate and appoint the personal representative.
300ES · 301ES · 302ES · 344ES
Notice
Notify heirs and creditors, including newspaper publication.
305ES · 370ES · letters

Recreation of the real MatterPack interface, shown with a fictional firm and matter. No client data.

The problem

Every probate case means the same data gets typed in twice. Once into your case management system. Again into every court form, letter, and internal document your staff prepares by hand, and a probate case can mean a dozen or more of those over the life of a matter.

A name spelled differently on one form than another. A date that doesn't match. On a probate filing, that's not a typo. That's a problem in front of a judge.

What MatterPack does

MatterPack reads the case data you already have.

When it's time to prepare documents, it fills in your court forms and internal letters automatically. Your staff reviews, not re-types.

Works with your CRM. Clio, Practice Panther, or whatever you're running.
Fills your actual documents. Court forms, internal letters, whatever your firm's packet requires.
Your staff still reviews everything. MatterPack doesn't file anything on its own. It gets the document ready. A person still checks it.

Proof

1.5 hrs
saved per probate case on document prep (LaFond Law Group, Charleston, SC)

For a firm handling 50 probate cases a year, that's more than 75 hours back. MatterPack was built with LaFond Law Group and is used daily by their probate team today.

Your data, your documents

Your client data stays yours.

MatterPack reads matter data directly from your firm's own case management system and writes finished documents into your firm's own Microsoft 365 storage. Nothing is copied into a separate database outside your systems.

Your CRM
MatterPack
Your Microsoft 365

MatterPack prepares documents. It never files anything with a court on its own, and every document still goes to your staff for review before it's used. Your attorney signs; MatterPack just gets the paperwork ready first.

Questions firms ask first

What you'd probably want to know

What if we ever stop using MatterPack?

Because it runs on your firm's own infrastructure, not ours, you keep full access to your documents and setup regardless.

Does MatterPack replace our case management system?

No. MatterPack reads from the CRM you already use. It doesn't replace it or change how your staff works day to day.

Which states does MatterPack support?

Right now MatterPack is built around South Carolina probate procedure. If your firm is elsewhere, let's talk about what it would take to bring your forms in.

What does onboarding involve?

We start by mapping your firm's actual forms and workflow, then test against real matters before anyone relies on it day to day. Timeline depends on how many document types your firm uses.

What does it cost?

Pricing is scoped to your firm's document set. Ask on the call and we'll give you a straight answer.

See it on your own cases

Fifteen minutes. Your matters, not a demo script.

We'll walk through what MatterPack looks like wired into your case management system, using the forms your firm actually files.

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