MatterIQ™ turns Microsoft 365 into a structured legal operating system—without new software.
MatterIQ™ brings structure to fragmented legal work—so every matter moves clearly from intake to completion.
Not software. The system behind how legal work moves.
Coming July 7, 2026
MatterIQ™ is not software—it’s the system behind how legal work moves.
MatterIQ™ defines how legal work is captured, assigned, made visible, and carried to completion—using the tools you already have: Outlook, To Do, Word, OneNote, Planner, Teams, and OneDrive. The system provides a clear, repeatable workflow that moves work from intake to completion with visibility, ownership, and control.
MatterIQ™ is not software—it’s the system behind how legal work moves.
MatterIQ™ defines how legal work is captured, assigned, made visible, and carried to completion—using the tools you already have: Outlook, To Do, Word, OneNote, Planner, Teams, and OneDrive. The system introduces a clear, repeatable workflow that moves work from intake to completion with visibility, ownership, and control.
The complete system for structuring legal work inside Microsoft 365.
Start with the MatterIQ™ Core System to establish structure across your work.
Then add Control Packs to strengthen specific areas like email, deadlines, tasks, and document production.
MatterIQ™ Control Packs add precision where legal work breaks down.
Each pack strengthens a critical area of your workflow.
Email Management
Structure legal email and communication—manage volume, control threads, and ensure nothing critical is missed.
$129.00
Calendar & Deadline Management
Control deadlines and critical dates—reduce risk, protect filings, and ensure timelines are accurate.
$129.00
Task Management
Track and execute work consistently—capture tasks, assign ownership, and ensure nothing falls through the cracks.
$129.00
Note Management
Organize legal notes and thinking—keep case information, research, and preparation structured and accessible.
$89.00
Document Production
Produce filing-ready legal documents—standardize formatting, improve accuracy, and eliminate errors.
$149.00
File Management
Control file storage and versions—keep documents organized, accessible, and up to date.
$109.00
Team Coordination
Manage shared work—define ownership, track progress, and keep matters moving forward.
$109.00
Matter Tracking
Build reliable tracking systems—maintain accurate matter data, statuses, and records.
$89.00
Team Communication
Bring discipline to collaboration—capture decisions and ensure work moves beyond chat.
$179.00
You receive a digital booklet containing the full system, along with access to the MatterIQ™ Library where your materials are stored and accessible.
MatterIQ™ solves fragmentation by bringing scattered work into a single, consistent structure—so nothing remains in communication, memory, or multiple places without control.
Questions are welcome. Waitlist is open.
