Your back office runs itself.
You handle the law.

MatterEngine is the AI operating layer for modern law firms. Six agents handle intake, USCIS polling, status replies, deadlines, billing, and the partner queue — so what's left for you is judgment, strategy, and signing off.

Book a demo → See how it works
Built for
Solo + smallimmigration & adjacent practice areas
6 agentsshipping in 90-day deploys
~70% timerecovered on back-office work
Trusted by 4 firms in deployment · 12 onboarding Q3
The week before Casework

Eight moments every small firm hits every week.

Real situations from Peter's firm before Casework. Each one is solved by one of the six agents.

I
Thursday04:47 PM
“The Müller RFE is due Monday.”
Thursday afternoon, three expert letters still missing. The deadline calendar lived in someone's head.
Malpractice exposure ↳ Deadlines
II
FridayDay 5 · cold
“We still haven't sent the Retainer.”
Referral came in Monday. By Friday the intake packet still hasn't gone out. Lead is going to another firm.
3–5 day conversion ↳ Intake
III
Wednesday02:18 PM
“Same intro. Same RFE paragraph. Again.”
Cover Letter for the Park H-1B. You've written this structure eighty times. 70% of it is templated.
2 hrs / case on boilerplate ↳ Communication
IV
Tuesday11:42 AM · #3 today
“Any update on my case?”
Third “any update” email before lunch. Each one: log into USCIS, copy-paste, reply. 60 matters / week.
A full FTE doing data entry ↳ USCIS
V
Sunday09:18 PM · day 34
“Nobody's emailed me in over a month.”
34 days quiet on the Hoffmann file. He calls Sunday night, anxious. You just got busy.
Trust thins, referrals dry up ↳ Communication
VI
Sunday04:11 PM · T-2
“Where's the Dr. Foster letter?”
Filing Tuesday. Sunday afternoon you realize the expert letter never arrived. Panicked weekend emails.
2× per month, evidence gaps ↳ Evidence
VII
Month-end+16 days late
“Wait — did Costa already pay?”
Stripe paid the 14th. Matter shows “awaiting payment” til the 30th when QB syncs. Almost re-invoiced.
Cashflow is a fog ↳ Billing
VIII
Monday08:00 AM
“What needs me today?”
Open the firm. Open 14 matters one by one. 9 AM and you still haven't practiced law — just air traffic.
The partner is the bottleneck ↳ Partner Queue
The product

Built for the way immigration firms actually work.

Start every morning with one queue, not ten tabs.

By 8 AM, six agents have reviewed every active matter. You sit down to a single ranked list of what needs your judgment today — not a wall of email and CRM tabs.

  • One line summary across all matters
  • Three urgency tiers, color-coded
  • One-click into the case, document, or agent log
  • Mobile view for triage on the go
MatterEngine Command Center

Agents draft. You approve.

Every client-facing email is drafted by an agent and queued for your one-click approval. Trained on your firm's past correspondence so it sounds like you — not a chatbot.

  • Voice match score on every draft (target: 90%+)
  • Bulk approve dozens of routine drafts at once
  • Edit inline before sending
  • Full audit log per matter
MatterEngine Client Inbox

The numbers that justify the line item.

Hours recovered, drafts approved, deadlines watched. Every month, you see exactly what MatterEngine did for your firm — and what it would have cost to hire those hours instead.

  • Time saved, drafts approved, conversion rate
  • By-agent breakdowns
  • Monthly “if billed” vs “if hired” comparison
  • Export for partner meetings
MatterEngine Insights
The product

Six agents. One operating layer.

Each agent owns one workflow end-to-end. They write to your existing tools, surface what needs your judgment, and stay out of your way.

I

Intake Agent

Captures new leads. Generates the case ID. Sends the Retainer + Invoice + Intake Sheet bundle. Schedules the consult.

Trigger: new email · new form
II

USCIS Agent

Polls case status every 4 hours by receipt number. Flags state changes, RFEs, approvals. No more manual portal checks.

Source: USCIS portal
III

Communication Agent

Drafts status replies, attorney intros, document requests — in your firm's voice. Always one approval away from sent.

Approval gate: required
IV

Deadlines Agent

Tracks RFE windows, filing dates, court dates. Three-tier alerts at T-7, T-3, T-1. Zero missed deadlines.

SLA: 0 missed
V

Billing Agent

Syncs Stripe and QuickBooks both ways. Reconciles payments. Sends invoices. Closes the month for you.

Syncs: QuickBooks · Stripe
VI

Partner Queue Agent

One ranked inbox of what needs your decision today. The rest is handled. You handle the law.

Output: one ranked queue
How it works

An operating layer, not another tool.

MatterEngine sits between you and the tools you already use. We don't replace your CRM or QuickBooks — we run them on your behalf.

↑   You — judgment & approvals
↑
◆   MatterEngine
↓
→   CRM · Email · Drive · QuickBooks · USCIS
↑
←   Real-time signals: status, deadlines, payments

Humans on top of the loop, not inside it.

Today, your team is the integration layer between five disconnected systems. Casework replaces that layer with a coordinated set of agents — and gives you the one queue that holds everything needing your judgment.

  • Works with your existing stack — no rip-and-replace
  • Every action is auditable and reversible
  • Approvals stay with humans; mechanics go to agents
  • Deploys in 6–8 weeks, fully in production by week 12
In your pocket

Approve drafts from anywhere.

MatterEngine is a full mobile experience — not a cramped desktop view. Triage at the courthouse, approve drafts from the school pickup line, watch deadlines on the weekend.

MatterEngine on iPhone
Command Center
Decision queue in one tap
MatterEngine Inbox on iPhone
Approve and send
Cmd+Enter on desktop · swipe on mobile
MatterEngine Insights on iPhone
Insights
Hours saved, drafts shipped

Push notifications

Urgent deadline T-7 alerts. New leads. Drafts older than 4 hours. You choose what reaches your lock screen.

Swipe to approve

Routine drafts (status replies, document reminders) approve with a swipe. Complex drafts open in full view.

Offline-ready queue

Read the decision queue without signal. Your approvals sync when you're back online — nothing lost in a tunnel.

MatterEngine notifications on iPhone
Notifications
Only what matters
Practice Brain on iPhone
Practice Brain
Ask anything about your firm
Deadlines on iPhone
Deadlines
Every clock, watched
Casework vs. the alternatives

Practice management was the last decade.

Clio and Docketwise built great filing cabinets. Harvey built a researcher for AmLaw 200. Neither runs your firm. MatterEngine does.

Clio / Docketwise
Practice management
Casework
AI operating layer
Harvey
BigLaw AI
Built for
Solo to mid-size
Solo + small immigration
AmLaw 200
Core function
Stores cases, generates forms
Operates the case end-to-end
Drafts legal research
AI approach
AI added to SaaS
Agent-native from day one
Co-pilot for attorneys
USCIS auto-polling
—
Every 4 hours, per matter
—
Drafts client emails
Manual
Auto-drafted, you approve
Research only
QuickBooks recon
One-way sync
Bi-directional, automated
—
Replaces
A filing system
1–2 paralegals + admin
A junior associate
Pricing
$100 / seat / mo
Annual, per firm
Enterprise contracts
Pricing

One agent costs less than half a paralegal.

Pricing is per firm, not per seat. The right number depends on your firm size, integration scope, and annual commitment. We'll walk you through it in the demo.

Solo
For solo practitioners and 1-attorney firms. All six agents, up to 50 active matters.
  • All six AI agents
  • Up to 50 active matters
  • USCIS auto-polling
  • Gmail + QuickBooks sync
  • Email + chat support — support@matterengine.ai
Talk to us →
Most popular
Firm
For 2–10 attorney firms. Multi-user, custom voice training, priority support.
  • Everything in Solo
  • Up to 200 active matters
  • Unlimited seats
  • Custom voice training
  • Clio + Docketwise integration
  • Priority support · same day
  • Quarterly business review
Book a demo →
Practice
For 11–25 attorney firms with custom workflows and dedicated CSM.
  • Everything in Firm
  • Unlimited active matters
  • Custom workflow templates
  • Custom integrations
  • Dedicated CSM
  • SLA-backed uptime
Contact sales →
Annual contracts only. Includes 90-day implementation, data migration, and voice training. A 30-day paid pilot is available before the annual commitment — credited toward your contract if you continue.
Security & compliance

Built for client confidentiality from day one.

Your matter data never trains a public model. Designed with practicing immigration counsel.

I

SOC 2 Type II

Audit in progress. Report available under NDA.

II

Encryption

AES-256 at rest. TLS 1.3 in transit. Per-firm isolation.

III

U.S. hosted

Data resides in U.S. only. No offshore processing.

IV

Privilege-preserving

Built to preserve attorney–client privilege.

FAQ

The questions we hear most.

Do I have to replace my current practice management system?
No. Casework sits on top of Clio, Docketwise, or whatever you already use. We connect to your CRM, email, Drive, QuickBooks, and USCIS portals through standard APIs. There is no rip-and-replace.
How long does it take to get up and running?
90 days from contract signed to fully in production. First 30 days: onboarding (data migration, voice training, integrations). Next 60: phased rollout where agents come online one at a time.
What happens if an agent makes a mistake?
Every client-facing action requires human approval. Agents draft, you (or your case manager) approve before send. Internal actions are auditable and reversible. We log every action per matter.
Is my client data used to train AI models?
No. Your matter data, client documents, and case correspondence are never used to train public models. Per-firm models are tuned in isolation, with your data staying in your tenant.
Can I see a live demo before committing?
Yes. A 20-minute demo with our team shows the Command Center, walks through 2–3 agents, and answers your specific questions. After the demo, we offer a 30-day paid pilot ($5,000) which is credited toward your annual contract.
Do you only work with immigration firms?
Today, yes. We are 100% focused on U.S. immigration practice in 2026. Adjacent legal practices (family, estate, small business) are on the H2 2026 roadmap.
What if I cancel?
Annual contracts auto-renew. You can cancel at the renewal date with 30 days' written notice. On cancellation we provide a full data export and ensure all integrations are cleanly disconnected.
Roadmap

Immigration today. Every small firm tomorrow.

We're going deep before we go wide. Immigration is where the prototype is proven — but the architecture generalizes to every case-based practice.

Now · 2026

Immigration

  • USCIS workflows
  • Family + employment-based
  • 5–10 firm cohort
H2 · 2026

Adjacent legal

  • Family law
  • Estate planning
  • Small business / contracts
2027

Accounting & tax

  • IRS portal workflows
  • Client file mgmt
  • Reconciliation agents
2028+

Adjacent verticals

  • Insurance brokerage
  • Patent agents
  • Other case-based

Stop being the integration layer. Run the firm.

Five immigration firms in active deployment. Two slots open for Q3. If you're a managing partner of a solo or small firm, we'd like to talk.

✓ No commitment · ✓ Reference call available · ✓ 30-day paid pilot option