Practice intelligence for Clio law firms
Know what needs attention before it becomes a problem.
MatterMind runs a daily sweep across your Clio practice data to surface stale matters, unbilled WIP, aging receivables, low trust balances, and missed follow-up, then helps prepare the next step for review.
Operational intelligence first. AI-assisted follow-through where useful. Lawyer control always.
No credit card. No client-facing action without review. Book a walkthrough before connecting anything.
Practice-manager-level visibility across matters, money, workflow, and daily priorities.
- Secure Data Transmission TLS 1.2+ encryption on every connection
- Encrypted Storage AES-256 encryption on our servers
- No Password Sharing OAuth connection to Clio
- AI Privacy Protected No training, client data filtered
Small-firm practice becomes reactive one quiet signal at a time.
None of these feel urgent at first. Then they become the thing that interrupts your day, follows you home, or costs the firm money.
The problem is not effort. It is visibility plus follow-through.
- Matter stalled No activity 21d+
- Deadline approaching 7 days out
- WIP unbilled Over threshold
- Trust balance low Below threshold
- Invoice aging 45 days
- Follow-up delayed Drafted, awaiting review
Practice-manager-level visibility, without adding headcount.
A good practice manager does not just produce reports. They notice what needs to move next, and what the team should look at. MatterMind brings that operating rhythm into your firm.
Watches the money
Unbilled WIP, billing candidates, aging receivables, trust balances, lockup, and practice KPIs.
Tracks the work
Matter stages, workflow boards, stale files, deadlines, and next-step context.
Organizes the day
Daily queue, Work Planner, priorities, overdue tasks, and follow-up prompts.
Prepares follow-through
Drafted follow-ups, assistant handoffs, trust top-up prompts, and review-ready actions.
One command center for matters, money, workflow, and daily priorities.
MatterMind brings the pieces small firms usually manage separately into one place: matters, money, workflow, and daily priorities.
See the money you are not billing.
Unbilled WIP, aging receivables, low trust balances, and billing candidates are surfaced before they become cash-flow problems or write-offs.
Know what to work on next.
The Work Planner turns the day's signals into a focused review queue.
See where every matter stands.
Visual boards show matters by stage, so your team can see where every file stands at a glance.
Move faster from insight to action.
MatterMind drafts the routine follow-ups and handoffs so insight turns into action faster.
Ask operational questions in plain English.
Ask about any operational corner of the practice and get a structured answer.
Built by a practising small-firm lawyer
MatterMind was built by Ben Block, a 15-year practising lawyer in Alberta, Canada, and the founder of Block Law. After years of running a small law practice, Ben understood the problem was not a lack of effort. It was a lack of visibility.
Important signals were already sitting inside practice data: stale files, unbilled WIP, aging receivables, low retainers, and follow-ups that depended too much on memory or manual review. MatterMind was created to give small firms a practical operating layer on top of Clio. The goal is not to replace legal judgment, but to help lawyers and their teams see what needs attention next.
Built for cautious legal teams
AI where it helps. Lawyer control where it matters.
MatterMind is not an AI lawyer, legal research tool, or client-facing chatbot. It is an operational intelligence layer for small firms using Clio. It reviews practice-management signals such as WIP, receivables, matter activity, trust balances, and task status, then helps prepare follow-up for your review. Nothing goes to a client without approval. MatterMind does not replace professional judgment, does not provide legal advice, and does not train on your firm’s data.
Operational signals
MatterMind looks for workflow and money issues hiding in your practice data.
AI-assisted follow-through
Where useful, it can help draft reminders, next-step suggestions, and internal prompts.
Human review always
Lawyers and staff stay in control of what gets approved, sent, ignored, or escalated.
Data control
Firms can disconnect, cancel, and request deletion of their data.
Run the sweep. Review the queue. Stay ahead.
MatterMind checks the signals.
Across workflow, money, deadlines, and matter activity.
MatterMind prepares the next step.
A draft, prompt, handoff, or recommended action.
You review and decide.
Approve, edit, delegate, dismiss, open the matter, or send the instruction to your team.
Your practice gets less reactive.
More issues are caught early. Fewer things depend on memory. More work moves before it becomes urgent.
The first sweep tells you whether it fits.
Connect your practice, run the first sweep, and see what MatterMind surfaces. If it shows you work your team would otherwise have had to find manually, the value is obvious.
MatterMind
Firm base price. Add $10 per seat for each team member.
- 30-day free trial. No credit card required.
- Set-up in minutes. Connect your practice, set thresholds, run your first sweep.
The questions lawyers ask first.
Want to see what MatterMind would catch in your firm?
Book a short walkthrough before connecting anything, view the visual demo, or start a 30-day trial when you are ready.
Founder-led onboarding. No client-facing action without review. Cancel and delete data anytime.