MatterOps
Surfaces real-time burn velocity and profitability signals from your Clio data, so partners can act before losses compound. Automated document workspace creation and firm-wide utilisation visibility in one platform.
By the time the monthly report lands, the damage is done.
- Profitability data lives in a report that runs once a month — partners can't act on a budget overrun they won't see for three weeks.
- Utilisation is tracked in spreadsheets, if at all. By the time an imbalance surfaces, the burnout is already happening.
- Document workspaces are created manually, inconsistently, and often late — file structures differ matter to matter and no one knows what the standard is.
Key Capabilities
Proactive Margin Protection
Real-time matter profitability calculations with alerts that notify partners the moment a budget threshold is crossed — not after the fact.
Resource Optimization
Firm-wide utilisation heatmaps and capacity forecasting identify over-leveraged partners and under-utilised associates before imbalance becomes a retention problem.
Enterprise-Grade Security
OIDC/SSO integration, role-based access enforcement, and signed webhook verification — built to meet the governance requirements of multi-partner firms.
How It Works
Three Steps. One Platform.
- 1
Connect your systems
MatterOps connects to Clio and your document management system in a single setup step. No data migration, no spreadsheet imports.
- 2
Monitor automatically
Real-time dashboards track burn velocity, utilisation, and profitability across every active matter — continuously, without manual input.
- 3
Act on alerts
The moment a matter crosses a budget threshold, the responsible partner is notified — with a direct link to the matter, not a report they have to dig through.
Works with the Systems You Already Run
Clio Manage
Matter, timekeeper, billing, and budget data — the primary source of truth.
iManage Work 10
Document workspaces provisioned automatically when a matter opens in Clio.
NetDocuments
Alternative DMS — same automated provisioning for NetDocuments firms.
SharePoint
Matter file structure provisioned automatically for firms on Microsoft 365.
Slack
Budget threshold alerts delivered to the partner's Slack channel in real time.
Security
Deployed on your infrastructure. OIDC/SSO against your existing identity provider. Role-based access enforcement on every endpoint. Signed webhook verification for all integration events.
See MatterOps in Action
Book a personalised demo with Gregory and see how MatterOps can fit your firm.
Book a Demo