Law firms hold some of the most sensitive data there is. Here is how Matterly is designed to protect it.
Self-hosted by design
Matterly runs on your own server and database. No client data is sent to us, and you choose where it lives and who can reach it.
Every firm is isolated
On a multi-firm install, each firm’s matters, clients, invoices and documents are scoped to that firm. Staff see only what their role allows.
Secrets stay encrypted
Payment keys, mail passwords and API tokens are stored encrypted, never in plain text.
Signed documents you can trust
Smart Form links can be PIN-locked and set to expire, and every signed PDF is filed straight onto the matter with a full activity trail.