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Matter Vault is a legal practice management system built for modern law firms. It brings your matters, documents, clients, deadlines, and communications into one place — organized around the way attorneys actually work.

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What you can do in Matter Vault

  • Manage matters — track every case or matter from open to close, with full party lists, deadlines, and status history
  • Store documents in Google Drive — every matter gets its own Drive folder automatically; files uploaded through Matter Vault are organized and integrity-verified
  • Analyze documents with AI — Matter Vault can automatically categorize, summarize, and tag documents after upload
  • Track deadlines and SOL dates — statute of limitations deadlines are calculated automatically from the date of loss; custom deadlines can be added at any time
  • Communicate with clients — every matter has a unique email inbox and a secure client portal where clients can upload files and receive updates
  • Generate legal documents — produce pre-filled retainers, HIPAA authorizations, and letters of representation directly from case data

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Who this documentation is for

These docs are for attorneys, paralegals, and firm administrators using Matter Vault. If you are a client who received a portal link, you do not need an account — your link gives you direct access.

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Where to start

If your firm is new to Matter Vault, start here:
  1. Connecting Google Drive — required before matters can store files
  2. Firm Profile Setup — configure your firm’s settings, BATES prefix, and bar compliance
  3. Creating a Matter — open your first matter and invite your team