Click through ClearMatter yourself.
Follow one matter from instruction to reconciled client account — running due diligence, confirming the day's time, raising a bill, moving money through approval, and signing off the reconciliation. Take the guided tour, or ignore it and click wherever you like.
Start with the firm, not the file
Active matters, unbilled work, outstanding invoices and upcoming completions — current, not last month. Notice the prompt: today’s work has already produced time suggestions.
What the walkthrough covers
Eight steps, following a single freehold purchase from the first phone call to a signed-off client account reconciliation.
- 1
Start with the firm, not the file
The dashboard shows active matters, unbilled work, outstanding invoices and upcoming completions as they stand now — and flags that today’s work has already produced time suggestions waiting to be confirmed.
- 2
Take the instruction and build the compliance file
Run Companies House lookup, identity and address verification, sanctions and PEP screening, and source of funds. Each check is recorded against the client as it completes, so the AML file exists by the time the matter opens.
- 3
See where the matter stands in one screen
Client balance, office balance, work in progress and what has been invoiced, alongside a completion statement generated from matter data.
- 4
Confirm the day’s time instead of reconstructing it
Suggested entries derived from the day’s activity, rounded to the nearest six minutes, each with a confidence score and a billable status. Accept, edit or dismiss — nothing is billed until someone accepts it.
- 5
Raise the bill from work in progress
Turn confirmed work into an invoice and watch the work in progress figure move as the bill is raised.
- 6
Move the money, but only with approval
A client-to-office transfer is a request rather than an action. It cannot post to the ledger until a second person approves it, and the fee earner who raised the bill cannot be that person.
- 7
See a ledger nobody can quietly edit
Every posting in order, with no edit or delete. Corrections are made as reversing entries, so the original transaction and its correction both remain visible.
- 8
Reconcile the client account and sign off
ClearMatter matches what it can against ledger postings. You resolve what is left and sign off, and the sign-off becomes part of the record.
About the demo
What it is, and what it is not.
- Do I need to sign up to use the demo?
- No. The interactive demo runs entirely in your browser with sample data. There is nothing to install, no account to create and no sales call required.
- Is the demo the real product?
- The demo is a faithful walkthrough of how ClearMatter works, built with sample matters and figures so you can click through the flow without a login. A live demonstration on your own matter types and fee structures is the next step.
- What does the demo cover?
- Taking an instruction, running client due diligence and screening, capturing time automatically, raising a bill from work in progress, producing a completion statement, transferring money from client to office through approval, and reconciling the client account.
Explore the rest of ClearMatter
Time recording
Time that gets recorded because nobody has to remember it.
Legal accounts
A ledger you cannot quietly edit, and client money rules checked before posting.
AML & compliance
Screening, verification and source of funds recorded as you onboard.
Client portal
Quote, onboard, verify and get paid in one guided journey.
Outlook & Word
File email and draft documents without leaving Outlook or Word.
Matters & workflow
Design how your firm runs a matter type, then run every matter that way.
Ready to see it on your own matters?
The demo uses sample data. A live walkthrough runs on your matter types, your fee structures and your reporting.