MatterPack connects approved intake or matter data to your firm's document templates. We build and test the document-preparation workflows your practice needs, then train your staff to use them. It runs on infrastructure your firm owns, and your staff remains in control of final review.
Recreation of the real MatterPack interface, shown with a fictional firm and matter. No client data.
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The problem
Every matter means the same data gets typed in over and over. Once into your case management system. Again into every court form, letter, and internal document your staff prepares by hand — and a single matter can mean a dozen or more of those over its life.
A name spelled differently on one document than another. A date that doesn't match. MatterPack reduces repetitive preparation across the recurring document workflow you agree is in scope, while your staff and attorneys retain responsibility for reviewing the finished documents before use.
What MatterPack does
When it is time to prepare documents, it carries approved intake or matter information into the forms and internal documents included in your build. Your staff reviews the prepared documents before use.
Your data, your documents
MatterPack workflows are scoped around your firm's approved data source, templates, and file storage. We document the actual hosting, access, and data flow for each implementation before work begins.
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
No. MatterPack works with the approved intake or case-management data source agreed during scoping. It does not replace your existing system.
We assess the specific jurisdiction, documents, and recurring workflow your firm wants to automate before accepting an implementation. The work is intentionally scoped; future forms, jurisdictions, or workflow changes outside that agreement can be quoted separately.
We start with a fit review of representative documents and data. If it is a fit, we provide a written document map and implementation plan, then map, test against agreed examples, and hand off the agreed workflow. We confirm timing after reviewing the documents, data source, and work included.
Pricing is scoped to your firm's document set. Ask on the call and we'll give you a straight answer.
We review representative documents and data first, then confirm in writing which packets, documents, and steps can be included. The firm remains responsible for legal review of every document before use.
See it on your own cases
Book a fit call. If there is a fit, send representative documents and a representative intake or matter. We will show you a proposed document map and tailored walkthrough based on your firm's workflow. The agreed implementation runs on infrastructure your firm owns, is tested against agreed examples, and always leaves final legal review with your staff.
Book a fit call