MatterIQ™ turns Microsoft 365 into a structured way to run legal work—without new software.
The Digital Client File System™ Book Edition
MatterIQ® is a matter-centered framework for rebuilding the client file using the Microsoft 365 tools your firm already owns.
Coming July 27, 2026
Legal work became digital. The client file didn’t. MatterIQ™ restores that structure inside Microsoft 365.
Outlook. To Do. Planner. OneNote. Word. Teams. OneDrive. CMS.
All connected around the matter.
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
MatterIQ™ solves fragmentation. It restores the structure once provided by the traditional client file so work remains visible, connected, and manageable throughout the life of a matter.
