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Your letters, your branding, ready to send

Start with a built-in template or import your own letters and service agreements. Matter recreates your branding and design, fills in client details, and lets you send agreements for e-signing.

Turn the documents your practice already uses into reusable templates, then prepare branded correspondence and agreements from the case.

The Matter letter workbench on a case, showing the letter body with client details inserted as fields, and the party bindings panel beside it.
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Part of the complete Matter workflow

This feature works alongside the rest of Matter, so intake, documents, forms, records, communication, and case work stay connected instead of scattered across separate tools.

System of record Matter includes configurable records so your practice can define and capture the facts it needs on contacts, organisations, and team members.Case email Send a client update from inside the matter you are working in, so the email stays attached to the case instead of disappearing into a personal inbox.Practice Settings Practice Settings groups everything that defines how a matter runs, from practice areas and portal branding to reusable templates, case keys, roles, workflow stages, and value lists, so each new case opens from a setup you built once.

Built-in templates, ready for your practice

Matter includes built-in letter templates you can use straight away and customise to suit your practice. Prepare client correspondence and service agreements from the case, with the details filled from your records.

You can also write your own templates or bring in the documents your team already uses. Every template is versioned, so you can update the wording and keep earlier revisions.

Import the letters and agreements you already use

Your practice has already put work into its correspondence. Import an existing letter or service agreement and Matter converts it into a reusable template, recreating your branding and design.

Keep the layout and look your clients recognise. Review the imported template, adjust the wording where needed, and reuse it for the next client.

Your branding, down to the details

Matter recreates the design of imported documents so your letters and agreements look like they belong to your practice.

You can also set up letter designs in Practice Settings. Control the page size, margins, fonts, colours, logo, headers, footers, and page numbering. A live preview shows short and multi-page letters so you can check the layout before sending.

Client details filled from the case

Choose a template in the case’s Letters tab and connect it to the people and organisations involved. Matter fills names, dates, reference numbers, and other details from the record.

When a record changes, the updated details flow into the next letter you generate. Your team can reuse the same template across cases without copying client information into a word processor.

Review, generate, and send for e-signing

The letter workbench shows your draft alongside any missing details. Preview the PDF and make the changes each client needs before generating the finished document.

Matter saves the PDF into the case document group you choose, ready to attach to an email from the case. For service agreements, send the prepared document for electronic signature through Matter.

Reuse the correspondence your practice sends every day

Use templates for service agreements, engagement letters, client advice, application submissions, and matter closure letters. Start with a built-in template or import your own, keep your practice’s design, and prepare each document from the case.

Questions

Does Matter come with built-in letter templates?

Yes. Matter includes built-in letter templates you can use and customise for your practice. You can also import your existing letters and service agreements or write a template from scratch.

Can I turn my existing documents into templates?

Yes. Import your existing letters or service agreements and Matter converts them into reusable templates, recreating your branding and design. Review the result, then reuse the template across cases.

Will my letters keep my practice's branding and layout?

Yes. Matter recreates the branding and design of your imported documents so your templates match the look of your practice's correspondence. You can also configure letter designs in Practice Settings, including fonts, colours, margins, logos, headers, and footers.

Do I have to retype client details into every letter?

No. Connect the template to the people and organisations on the case. Client and case details come from the live record each time you generate a letter.

Can I send a service agreement for electronic signature?

Yes. Use a built-in template or import your own service agreement, fill it with the client and case details, review it, and send it for e-signing through Matter.

What format does Matter generate?

Matter generates a PDF and saves it in the case document group you choose. You can preview it before generation and attach the finished document to an email from the case.

Start Matter with a free trial.

Test the workflow on real client document work, then review pricing when you are ready to choose a package.

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Seven days of full product access. No credit card required. No setup fee.