Matteria.

The starting point.

• Clients repeat themselves. The same facts show up across calls, email, intake forms, retainer packets, insurance forms, and authorizations.
• Staff re-type them. That data is entered again into every document and system the matter needs. The work is repetitive, easy to get wrong, and not billable, and every matter requires it.
• Updates turn into phone calls. When clients cannot see what is happening, the gaps fill with calls and follow-up email.

The brief was to close the gap between “the client signed up” and “the file is open, with the paperwork complete.”

What we built.

One secure link to start the matter

Staff open a matter and share a single intake link. The client creates an account, follows a guided intake, and uploads documents once, including by camera on a phone. A live checklist shows what has arrived and what is still missing. Requests and reminders go out on their own.

AI that turns uploads into structured data

• Extract. Google Gemini reads uploaded PDFs and pulls out names, dates, addresses, insurers, claim numbers, and related fields.
• Review. The results land on a single matter profile, where staff can check and edit each field next to the document it came from.

Autofill the firm’s own templates, with a person in the loop

• Fill. Firms upload their own fillable templates. Matteria maps the approved matter data onto each template and fills it in a couple of clicks.
• Approve. Filled documents stay pending until an attorney approves them. Staff review highlighted fields and compare versions before anything is exported.

One record and one conversation per matter

A timeline logs every event from the moment the matter opens to the latest upload. A shared message thread keeps client communication on the matter, instead of across inboxes.

Security built in.

Legal files are confidential, so security was part of the foundation. Every document, extracted field, and template is envelope-encrypted with AES-256-GCM and a key per matter. The application refuses to run without its master keys.

Access is role-based: firm admin, attorney, paralegal, intake staff, and client, scoped to each matter. Sessions are hardened, requests are rate-limited, and an audit trail records what happened. Every AI request is logged.

Ready for real customers.

Firms can sign up with Auth0, start a trial, and subscribe through Stripe. Transactional email and product analytics, with masked session replay, sit alongside the app. It is deployed on DigitalOcean behind Cloudflare. The release pipeline runs lint, type checks, unit and end-to-end tests, security scans, and CodeQL.