Matterly offers a cloud‑based case management platform tailored for Ontario paralegals handling Highway Traffic Act, landlord‑tenant, and other provincial offence matters. The software streamlines client intake, document generation, court calendaring, and LSO‑compliant trust accounting, letting practitioners create files from mobile‑friendly forms, auto‑populate legal documents, and bill clients—all within a single, audit‑tracked system.
Funding
Funding not disclosed
Founders
Product
Problem
Ontario paralegals handling Highway Traffic Act, landlord‑tenant, and other provincial offence matters must manage high‑volume cases while complying with strict Law Society of Ontario (LSO) requirements for trust accounting, court‑specific document generation, and courthouse‑aware calendaring. Manual intake, spreadsheet‑based tracking, and generic legal software create inefficiencies, increase error risk, and can lead to regulatory non‑compliance.
Solution
Matterly offers a cloud‑based case management platform built specifically for Ontario paralegals. The system automates client intake through a mobile‑friendly link that creates files instantly from submitted ticket details and photos. It pre‑populates Ontario court forms such as Form 3 and Notices of Intention to Appear using data stored in each case, and sends the documents directly via email. A courthouse‑aware calendar ties court dates to the appropriate file and issues reminders to prevent missed appearances. Trust accounting is integrated at the file level, enforcing separate trust ledgers, daily transaction recording, and automatic generation of LSO‑compliant reconciliation reports. All practice data is stored in the cloud with 99.9% uptime, providing secure access from any device and continuous backups. The platform also includes billing and invoicing tools, allowing practitioners to track fees and generate invoices from the same dashboard.
Target Audience
Primary users are Ontario‑licensed paralegals who manage high‑volume Highway Traffic Act, traffic ticket, landlord‑tenant, and other provincial offence cases, as well as boutique paralegal firms seeking LSO‑compliant practice management.
Features
- Mobile‑friendly intake link that collects ticket details, photos, and documents without requiring a client app
- One‑click generation of Ontario‑specific court forms (Form 3, NIAs, retainers) with automatic pre‑fill from case data
- Courthouse‑aware calendar that links dates to files and sends reminders for each jurisdiction
- File‑level LSO‑compliant trust accounting with real‑time balance tracking, negative‑balance alerts, and auto‑generated reconciliation reports
- Cloud‑based storage with 99.9% uptime, 24/7 access from any device, and built‑in audit trails
- Integrated billing and invoicing module that pulls from case data to create client invoices
- Searchable file management with custom statuses, filters, and instant search across all matters