Matterly
- Company typePrivate
- Founded-
- HeadquartersOntario, Canada
- Headcount—
- GTM typeB2B
- OfferingSoftware
Matterly firmographics
Firmographics- Name
- Matterly
- Legal name
- Matterly Inc.
- Website
- https://matterly.ca
- Company type
- Private
- Operating status
- Operating
- Ownership category
- akta.pro rank
Matterly industry classification
Industry- Product category
- Legal Practice Management Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Legal Practice Management & Case Management (BPAEAPAC)
Keywords
Where Matterly is headquartered
LocationHeadquarters
- HQ city
- Ontario
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Matterly business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription SaaS: Monthly or annual subscription-based access to the Matterly platform. Plans include Solo (1 user), Pro (3 users + 1 accountant seat), Team (5 users + 1 accountant seat), and Enterprise (custom/unlimited). All plans include unlimited cases, document generation, trust accounting, and support. Pricing is in Canadian dollars.
- E-Signature Add-on: E-signature capability included at no extra cost (5 free per month on Solo, 10 on Pro, 50 on Team). Additional e-signs at $1 each. This is bundled into the platform rather than a standalone revenue stream.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Solo - For independent legal professionals and small practices |
| Subscription | Monthly | Pro - Most Popular - For practices ready to scale |
| Subscription | Monthly | Team - For growing firms with multiple team members |
| Subscription | Monthly | Enterprise - For large firms needing advanced security and customization |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
Matterly product offering
Product offeringCore offering
Matterly sells a cloud-based, subscription SaaS case management platform purpose-built for Ontario paralegals managing Highway Traffic Act cases, traffic tickets, provincial offences, Small Claims Court, Landlord and Tenant Board disputes, and Criminal (summary conviction) matters. The platform unifies automated client intake, Ontario court form generation (Form 3s, NIAs), courthouse-aware calendaring, LSO-compliant trust accounting, integrated e-signature, and billing, with included zero-downtime migration from legacy tools such as HTA Pro, Clio, PracticePanther, and CosmoLex.
Product overview
Matterly is a single, unified cloud-based case management platform for Ontario paralegals. The platform combines client intake, document generation, court calendaring, trust accounting, and billing into one integrated system. There are no separate modules or add-ons — all features are included in every plan. The product supports Highway Traffic Act (HTA) cases, traffic tickets, provincial offences, Criminal matters (summary conviction), Small Claims Court, and Landlord and Tenant Board (LTB) disputes. Pricing tiers (Solo, Pro, Team, Enterprise) differ by user seats and support level, not by feature set.
Differentiator
Problem solved
Functional benefit
Products and services
- Matterly Case Management Platform
Quantifiable outcome
- Migrated 2,400+ files in a single afternoon with zero data loss and zero downtime
- +3 more outcomes
Companies that use Matterly
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Matterly technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature6 records
Matterly partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
Matterly competitors and assessment
Company assessmentDirect peers
- Clio: Clio is a leading cloud-based legal practice management platform founded in Canada. It competes directly with Matterly across intake, document automation, calendaring, and trust accounting for Ontario legal professionals, and is explicitly named by Matterly as a competitor they migrate users from.
- PracticePanther: PracticePanther is a cloud-based legal practice management and billing platform serving solo and small law firms. It competes with Matterly in case management, document generation, and trust accounting, and is listed by Matterly as a migration source.
- MyCase: MyCase is a cloud-based legal practice management platform offering case management, client intake, document automation, and billing for small to mid-sized law firms. It overlaps with Matterly on the SMB-focused legal practice management feature set.
- Smokeball: Smokeball is a cloud-based legal practice management and automated document drafting platform for small law firms. Its matter-centric workflow and automated forms are directly comparable to Matterly's paralegal-focused document automation and case management.
- CosmoLex: CosmoLex is a cloud-based legal practice management platform that combines case management with built-in trust accounting and legal billing. Matterly explicitly names CosmoLex as a competitor and migration source, confirming direct competition.
- CARET Legal: CARET Legal is a cloud-based legal practice management platform serving small law firms with matter management, document automation, and trust accounting — closely matching Matterly's core offering to solo and SMB legal professionals.
- Filevine: Filevine is a cloud-based legal case management platform with strong document automation and matter-level workflow capabilities. It serves law firms of various sizes and overlaps with Matterly on case management, document generation, and reporting.
- Rocket Matter: Rocket Matter is a cloud-based legal practice management and billing platform for small to mid-size law firms. It competes with Matterly on matter management, trust accounting, and automated document handling for SMB legal practices.
Broad incumbents
- Thomson Reuters: Thomson Reuters is a large, established provider of legal technology and information services (including Practical Law and Elite products). Its broad portfolio of legal software overlaps with Matterly's case management and document automation features for SMB legal practices, but as part of a much wider offering.
Others
- LawPay: LawPay is a legal-specific online payment processor with trust accounting-integrated billing commonly used alongside legal practice management tools. It is adjacent rather than directly competitive with Matterly but typically sits in the same SMB legal tech stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Matterly financial estimates
Financial estimateRevenue estimate
Valuation estimate
Matterly leadership team
Management profileNumber of profiles
Matterly funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Matterly M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Matterly
What does Matterly do?
Matterly sells a cloud-based, subscription SaaS case management platform purpose-built for Ontario paralegals managing Highway Traffic Act cases, traffic tickets, provincial offences, Small Claims Court, Landlord and Tenant Board disputes, and Criminal (summary conviction) matters. The platform unifies automated client intake, Ontario court form generation (Form 3s, NIAs), courthouse-aware calendaring, LSO-compliant trust accounting, integrated e-signature, and billing, with included zero-downtime migration from legacy tools such as HTA Pro, Clio, PracticePanther, and CosmoLex.
Is Matterly a public or private company?
Matterly is a private company. It is classified as unknown and is currently operating.
When was Matterly founded?
Matterly was founded in -1.
Where is Matterly based?
Matterly is headquartered in Ontario, Canada, in the North America region.
How does Matterly make money?
Two revenue lines are on record. Subscription SaaS are the primary driver. The others are E-Signature Add-on.
Who are Matterly's main competitors?
Direct peers on record are Clio, PracticePanther, MyCase, Smokeball, CosmoLex, CARET Legal, Filevine and Rocket Matter. Thomson Reuters is listed as a broad incumbent. LawPay is listed as an others.
Does Matterly have an API?
No public API is recorded for Matterly.
What industry is Matterly in?
Matterly's product category is Legal Practice Management Software. Its primary akta.pro industry code is BPAEAPAC, Legal Practice Management & Case Management. Its NAICS code is 5132 and its SIC code is 7370.