Coming soon

System of record for matter data

Matter is adding configurable records so your practice can define and capture the facts it needs on contacts, organisations, and team members.

Key details live on the record they belong to, ready for review and reuse instead of buried in notes, PDFs, or inbox threads.

Define the facts your practice cares about

Matter is adding a configurable record layer for the people and organisations around your cases. The goal is simple: define the fields your practice needs, capture those facts in the right place, and stop relying on notes, PDFs, or inbox history as the source of truth.

Capture once, reuse later

A contact, organisation, or team member should carry the details the practice needs to work with them. Once a fact has been reviewed, it should be available for the next step instead of being retyped into every form, request, or internal note.

The foundation for forms and form fill

This is the data layer behind the forms work. Client questionnaires need somewhere reliable to store accepted answers, and automated form fill needs reviewed data it can trust. We are building these pieces together so Matter becomes a stronger system of record for case work.

Questions

Is the system of record available today?

Not yet. It is coming soon as part of the next layer of Matter data work.

What kinds of records will it cover?

The roadmap direction is configurable data for contacts, organisations, and team members, so a practice can capture the facts it relies on across matter work.

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.

Start with a 7 day free trial. No card required.