✦ The connected workspace for modern law firms

Turn intake chaos
into a case you can run.

MatterMint brings intake, evidence, forms, deadlines, and payments into one connected workspace your team can review, question, and act from. One case. One place.

No chasing files across systems No blank AI starting point No re-entering the same facts
EMAILClient story + 12 attachments
PDFFinancial records
USBPhotos & evidence
FORMIntake questionnaire
PAYRetainer request
NOTEDeadline: Friday
Organizing case context INTAKE → CASE
CASE WORKSPACEReady for attorney review
●
Client intakeComplete
Evidence24 files organized
Case summaryReady to review
Timeline18 key events
FormsReady to populate
AI Q&ATasksDeadlinesPayments
Intake→Evidence→Understanding→Action
Scroll to see the workflow
The real problem is the handoff

Your workflow should not require ten logins.

Client intake in one place. Evidence in another. AI in a separate tab. Forms somewhere else. Tasks, calendar, and payments scattered across the stack. The case is one story. Your software breaks it apart.

Move the case forward. Not data between tools. MatterMint keeps the work connected from intake to action.

What the firm is stitching together today Disconnected context
Client intakePortal / email / PDF
Documents & evidenceDrive / inbox / local folders
AI questionsBlank chat / context rebuilt
Forms & templatesRe-type the same facts
Tasks, calendar & paymentsMore handoffs
Not another tool to babysit.

MatterMint keeps intake, case facts, AI, forms, tasks, and payments connected so your team stops rebuilding the same case at every step.

From client intake to working case

The moment the client clicks submit, the work starts.

No waiting for someone to download, rename, sort, re-key, summarize, and stitch everything together. MatterMint starts organizing the case the moment intake and evidence arrive.

01 / CAPTURE

Streamlined intake replaces the scavenger hunt.

Clients submit their information and supporting files through one guided intake experience. No account maze. No chasing attachments across email, text, and shared drives.

  • Guided client intake
  • Evidence uploaded in the same flow
  • Case record created from submission
02 / UNDERSTAND

The evidence comes in messy. MatterMint makes it usable.

MatterMint reads across intake forms, uploaded files, and supporting evidence, then turns them into structured case information your team can actually work with.

  • Facts extracted across intake and evidence
  • People, dates, money, and documents connected
  • Source files stay attached
03 / SEE THE CASE

See the case take shape.

Start from a structured summary and chronology your team can validate, refine, and use instead of rereading the file from zero.

  • Case summary ready to review
  • Timeline built from the evidence
  • Gaps and conflicts surfaced
04 / QUESTION

Ask the case. Not a blank AI chat.

Ask questions with the intake, facts, files, and evidence already connected. Every question starts with the case context already in the system.

  • Questions stay connected to the case
  • Answers tied back to the case files
  • AI starts with the case context
05 / ACT

Turn reviewed case data into the next action.

Use reviewed case data to prepare forms, create tasks, schedule next steps, and handle payments without re-entering the same information again and again.

  • Real forms filled from reviewed case data
  • Tasks and deadlines stay connected
  • Legal payments and integrations stay in the workflow
MatterMint client intake
MatterMint document workspace
MatterMint case summary
MatterMint AI case question
MatterMint legal form workflow using reviewed case data
Client intake
Case intelligence

A folder stores files.
MatterMint builds the case picture.

A case is people, facts, money, events, evidence, conflicts, gaps, deadlines, and decisions. MatterMint organizes those pieces into something an attorney can actually work from.

Case report and structured fact extraction
Procedural timeline, deadlines and conflicts
See the whole case before opening file #47. Start with the organized case picture, then drill back into the evidence.
Dates, conflicts and gaps stop hiding in the packet. Turn scattered facts into chronology and review points.
Case-aware AI

AI is useful when it already understands the case.

Generic AI starts from a blank chat. MatterMint starts with the case context already loaded, so your team can ask questions without repackaging the file every time.

Tell me the financial picture of this client.
What are the major disputes and conflicts?
Build me the chronology and upcoming deadlines.
Which facts still need verification?
MatterMint AI chat grounded in matter context
Enter once. Carry it forward.

Stop re-entering the same facts for every task.

Once information has been captured and reviewed, the same case data can drive downstream forms and templates instead of making staff type the story again field by field.

MatterMint structured client matter
Reviewed case data flows forward
MatterMint form fill workflow
Capture once Start with information the client already supplied and the team already reviewed.
Populate, then verify Populate from reviewed case data while keeping human review where legal work requires it.
Carry the story forward Forms become part of the same connected workflow, not another place to rebuild the case.
One case. Every next step.

Once the case is created, the rest should follow.

Tasks, meetings, forms, payments, and integrations stay close to the case instead of becoming another scavenger hunt.

MatterMint workspace dashboard
MatterMint task workflow
MatterMint calendar events
MatterMint legal payment requests
MatterMint integrations
One place to run the work. Keep the work attached to the case, not floating across five separate systems.
Built for confidential legal work

Your client data is confidential. Your AI should treat it that way.

MatterMint is designed around protected data handling, controlled access, traceable answers, and attorney review. The goal is simple: make the technology easier to trust, explain, and govern.

SAFEGUARD 01
Zero-Training

Your case data is not used to train foundation models.

Our Azure-hosted AI architecture is designed so customer prompts and outputs are not used to train generative foundation models without permission.

LEGAL SAFEGUARDS
Private Tenant Isolation No Model Retention Enterprise DPA
SAFEGUARD 02
AES-256 & TLS 1.3

Protected handling for sensitive client information.

Keep confidential case information inside controlled enterprise infrastructure with protected transport and storage.

LEGAL SAFEGUARDS
Encrypted at Rest Encrypted in Transit Enterprise Storage
SAFEGUARD 03
Human-in-the-Loop

Attorney review stays in control.

MatterMint helps organize, draft, and surface information. Your legal team remains the review and approval layer for legal work product.

LEGAL SAFEGUARDS
Mandatory Review Attorney Approval Zero Autonomous Filing
SAFEGUARD 04
100% Grounded

Answers stay traceable to the case.

Keep the underlying source material close to the answer so the team can verify what the system found and where it came from.

LEGAL SAFEGUARDS
1-Click Source Citation Underlying Files Attached Audit Trail
SAFEGUARD 05
Granular RBAC

Access follows responsibility.

Role-aware access helps keep client and case information available to the people responsible for the work, not everyone in the system.

LEGAL SAFEGUARDS
Need-to-Know Permissions Matter-Level Control Role Separation
SAFEGUARD 06
IOLTA-Compliant

Payments designed for legal workflows.

Support trust and operating account separation with IOLTA-aware payment workflows, while keeping payment activity connected to the case.

LEGAL SAFEGUARDS
Trust & Operating Separation IOLTA-Aware Accounting Case-Connected Ledgers
SAFEGUARD 01 / 06
Guaranteed: Privacy by design Human review Source visibility Role-aware access IOLTA-aware workflows
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