The all-in-one practice platform for Ontario lawyers
You at the centre: LSO-ready trust, HST billing, conflicts, documents, deadlines and a mobile client portal — plus an AI team that never acts without your approval.
Demo includes sample civil litigation, real estate and wills files to explore.
Time entries, invoices for earned fees and disbursements, card payment. No client money held.
Upload, search, version history, and a reviewer that flags missing fields and signatures.
Limitation periods, court dates and expiring documents, computed from practice-area rules.
Researcher, Drafter and Billing Clerk each do one job. Nothing leaves without your approval.
Clients see their shared documents and invoices — nothing else.
Every record is scoped to your firm and role from day one.
Switching from CosmoLex?
| Use case | How Matterly handles it | CosmoLex | Matterly |
|---|---|---|---|
| Client portal | Installable phone app for clients: camera-to-PDF scanner, voice/text statements with versions, lawyer updates, legal team card, appointment requests and alerts | Basic document & invoice access | Full mobile workspace |
| Trust accounting | Per-matter ledgers, overdraft block, owner approval, settle invoices from trust | Yes | Yes |
| Operating books | Clean export to your bookkeeper's QuickBooks/Xero | Built-in ledger | Export |
| Conflict checks | Automatic check as you add a client | Manual search | Automatic |
| Meeting recorder | Record a client meeting; AI drafts the note and time entry | No | Yes |
| AI assistance | Six agents, all outputs wait for lawyer approval | Limited | Yes |
| Ontario rules | HST, LSO By-Law 9, limitation dates confirmed by a lawyer | Generic | Built in |