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See your entire practice at a glance.

Visual boards to organize your matters. KPI dashboards to track your firm. Built-in Clio integration to securely sync your data — encrypted, read-only, and always under your control.

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Intake
Thompson v. Smith
Family $420
Estate of Williams
Estate $0
Active
Garcia Injury Claim
PI $12,400
Chen Real Estate
Real Estate $3,200
Patel Business Formation
Corporate $850
Pending
Morrison Custody
Family $4,100
Billing
Davis Contract Dispute
Civil $8,750
Lee Immigration
Immigration $2,100
OAuth 2.0 Secured Encrypted Clio Sync 256-bit Encryption Setup in 20 Minutes

See it in action.

Watch how MatterMind helps you organize matters, track progress, and plan your day.

Running a small firm means juggling everything.

You went to law school to practice law, not to manage spreadsheets. But here you are.

Matters lost in lists

Your 60 active files live in a flat Clio list. You scroll past the same ones every day and miss the ones that actually need attention.

Financials running behind

There's $12,000 in unbilled time you haven't looked at in weeks. You know it's there, but finding it takes more time than you have.

No clear daily plan

Each morning starts with "what should I work on?" instead of action. You check email, scan Clio, and lose 30 minutes before touching a file.

Deadlines catching up

Limitation dates live somewhere in Clio. You set calendar reminders, but a matter that's been sitting 45 days with no activity? You find out too late.

A visual layer for your Clio practice.

MatterMind doesn't replace Clio. It makes Clio visible. Drag-and-drop boards, real-time numbers, and a daily plan that keeps you focused.

Kanban Boards

Organize matters into columns that match your actual workflow. Intake, Active, Pending, Billing, Close. Drag a card when its status changes.

  • See every matter's status at a glance
  • Custom columns per practice area
  • WIP and deadline info on every card
Intake
Thompson v. Smith
Estate of Williams
Active
Garcia Injury
Chen Real Estate
Patel Corp
Billing
Davis Contract

KPI Dashboard

Real-time numbers across your practice. Total WIP, matters by stage, revenue trends, and stagnant files that need attention.

  • WIP totals updated from Clio time entries
  • Color-coded alerts for aging unbilled time
  • Track firm productivity week over week
$47.2K
Total WIP
64
Active Matters
3
Due This Week

Work Planner

Start each day with a 5-minute review. The Work Planner surfaces stagnant matters, approaching deadlines, and overdue tasks, then builds your daily plan.

  • Guided daily prioritization wizard
  • Surfaces matters with no activity in 30+ days
  • Commit to a focused plan, track completion
Review Garcia discovery responses
Call Morrison re: custody schedule
Draft Chen closing documents
Bill Davis contract dispute

Clio Integration

Connect your Clio account in 5 minutes. Matters, time entries, and client data sync automatically — encrypted in transit and at rest. MatterMind reads from Clio; it never writes back to your practice data.

  • OAuth 2.0 secured — we never see your Clio password
  • Data encrypted at rest and in transit
  • Read-only sync — MatterMind never modifies your Clio data
  • WIP calculated directly from your Clio data
Clio
sync
MatterMind

Up and running in 20 minutes.

No implementation project. No training sessions. Connect, configure, and go.

1

Connect Clio

One click to authorize via OAuth 2.0. Your matters, clients, and time entries sync securely — encrypted end-to-end.

5 minutes
2

Set up your boards

Create boards for each practice area. Define workflow columns that match how you actually work.

15 minutes
3

Start managing

Your matters appear on boards with WIP and deadline data. Run the Work Planner each morning.

Immediate
Pricing

Simple, transparent pricing.

One plan with everything included. Pay for the seats you need.

Monthly Yearly Save 17%

MatterMind

$29 /mo

Base price includes 1 user. Add team members for $5/seat/mo.

Base price $29.00
No extra seats $0.00
Total $29.00/mo

See full pricing details →

Frequently asked questions.

Yes, MatterMind currently integrates exclusively with Clio. You'll need an active Clio Manage account to sync your matters, time entries, and client data. We're exploring additional integrations based on user demand.
About 20 minutes. Connect your Clio account (5 minutes), set up your boards and columns (15 minutes), and your matters populate automatically. No data migration, no training sessions.
Any practice area. You define your own board columns to match your workflow. Family law, personal injury, real estate, corporate, immigration, criminal defense, estates — if your matters move through stages, MatterMind fits.
Yes. All data is encrypted in transit and at rest. Our Clio integration is read-only and secured with OAuth 2.0 — we never see your Clio password and never write to your Clio data. Each account's data is fully isolated, sessions expire after inactivity, and all forms are protected against cross-site attacks. See our Privacy Policy for full details.
Yes. Cancel from your account settings at any time. You'll keep access through the end of your billing period. No cancellation fees, no contracts.
Yes. The base price includes 1 user. Add team members for $5/seat per month ($50/seat per year). All team members see shared boards, and you control permissions by role.
Everything. Full access to all features including Kanban boards, KPI dashboard, Work Planner, Clio integration, and team invites. No credit card required to start. At the end of 14 days, choose a plan or your account pauses.

Start managing your practice visually.

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