Your matter file, inside Outlook and Word.
Fee earners don't resist new systems because they're new — they resist them because they add steps. ClearMatter puts filing, drafting and document work inside the applications your team already has open, so the matter file stays complete without anyone having to be disciplined about it.
- File email and attachments to a matter from Outlook
- Open and save matter documents from Word
- Dictation transcribed and drafted from your own templates
- Duplicate filing detected before it happens
Take the admin out of the day
Fee earners don't resist new systems because they're new. They resist them because they add steps. ClearMatter puts the filing, drafting and document work inside Outlook and Word, where the work is already being done — so the file stays complete without anyone having to be disciplined about it.
File email from Outlook
ClearMatter suggests the likely matter for the email you're reading. File it with its attachments in a click, and it tells you if someone already has.
Work in Word, save to the matter
Browse matter folders, open a document, and save it back — without leaving Word or hunting through a shared drive.
Dictate, get a draft
Dictate a letter against a matter. It's transcribed, merged with live matter data and your firm's template, and comes back as a draft to check and send.
Documents that stay with the matter
Templates, document packs and generated letters all live against the matter and its process step. One place, one version, correctly branded.
What the add-ins do
Small things, done dozens of times a day, by everyone.
Suggested matters for every email
Open a message and the task pane offers the matters it most likely belongs to, so filing is a click rather than a search.
No duplicate filing
If a colleague has already filed the same email to the matter, ClearMatter tells you before you file it again.
Attachments filed with the email
Save the attachments to the matter file at the same time, so the document and the correspondence that carried it stay together.
Word, connected to the matter
Browse matter folders, open a document straight into Word, and save it back — no shared drive, no download-and-re-upload.
Dictate and get a draft
Dictate against a matter. The recording is transcribed, merged with live matter data and your template, and returned as a draft to check.
Templates and document packs
Firm templates and document packs generate correctly branded documents from matter data, stored against the matter and its process step.
Outlook and Word questions
How the add-ins fit into a working day.
- How does email filing work?
- Open an email in Outlook and the ClearMatter task pane suggests the matters it is most likely to belong to. File it in a click, with or without its attachments. If a colleague has already filed the same email, it tells you before you duplicate it.
- What does the Word add-in do?
- It lets you browse a matter’s folders, open a document straight into Word, and save your work back to the matter — without going through a shared drive or downloading and re-uploading files.
- How does dictation produce a document?
- Dictate against a matter. The recording is transcribed, combined with live matter data and your firm’s template, and returned as a draft document to check and send. Dictations can also be assigned to a queue for someone else to complete.
- Why does this matter?
- Fee earners resist systems that add steps. Putting filing and drafting inside the applications they already work in means the matter file stays complete without anyone having to be disciplined about it — which is also what makes automatic time capture accurate.
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.
Matters & workflow
Design how your firm runs a matter type, then run every matter that way.
See it against your own matters
Click through the interactive demo now, or book a walkthrough and we'll run it on the kind of work your firm actually does.