MatterIQ™ turns Microsoft 365 into a structured way to run legal work—without new software.

MatterIQ™

The Legal Work System for Microsoft 365™ (Book Edition)

Turn Microsoft 365 into a structured legal system—
from intake to completion.

Coming July 7, 2026

One System. From Intake to Closure.

MatterIQ™ turns Microsoft 365 into a fully structured legal work system.

Outlook. To Do. Word. OneNote. Planner. Teams. OneDrive.

Each tool plays a role. Together, they carry the matter—without fragmentation.

MatterIQ™ Core System

The complete system for structuring legal work inside Microsoft 365.

Where to Start

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.

Extend Your System

MatterIQ™ Control Packs add precision where legal work breaks down.

Each pack strengthens a critical area of your workflow. 

Click any Control Pack image to view what’s included.

Vol I – Outlook Control Pack

Email Management

Structure legal email and communication—manage volume, control threads, and ensure nothing critical is missed.

$129.00

Vol II- Calendar Control Pack

Calendar & Deadline Management

Control deadlines and critical dates—reduce risk, protect filings, and ensure timelines are accurate.

$129.00

Vol III – To Do Control Pack

Task Management

Track and execute work consistently—capture tasks, assign ownership, and ensure nothing falls through the cracks.

$129.00

Vol IV – OneNote Control Pack

Note Management

Organize legal notes and thinking—keep case information, research, and preparation structured and accessible.

$89.00

Volume V – Word Control Pack

Document Production

Produce filing-ready legal documents—standardize formatting, improve accuracy, and eliminate errors.

$149.00

Volume VI – OneDrive Control Pack

File Management

Control file storage and versions—keep documents organized, accessible, and up to date.

$109.00

Volume VII- Planner Control Pack

Team Coordination

Manage shared work—define ownership, track progress, and keep matters moving forward.

$109.00

Volume VIII – Lists Control Pack

Matter Tracking

Build reliable tracking systems—maintain accurate matter data, statuses, and records.

$89.00

Volume IX – Teams Control Pack

Team Communication

Bring discipline to collaboration—capture decisions and ensure work moves beyond chat.

$179.00

FAQs

MatterIQ™ provides a structured system for running legal work inside Microsoft 365—ensuring work is captured, assigned, visible, and carried to completion.

No. MatterIQ™ is a structured system delivered as digital assets. It defines how work runs—it does not replace your tools.

You receive a digital booklet containing the full system, along with access to the MatterIQ™ Library where your materials are stored and accessible.

No. MatterIQ™ works within the Microsoft tools you already use—no installation or configuration required.

MatterIQ™ solves fragmentation by bringing scattered work into a single, consistent structure—so nothing remains in communication, memory, or multiple places without control.

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