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Privacy and Control

AI for managing the practice, with lawyer review built in.

MatterMind is designed for legal practice operations. It helps surface management signals and prepare routine next steps while keeping judgment, approval, and client relationships with your firm.

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No credit card · Review every send · Setup in about 30 minutes

Action Queue showing review-ready items with approval controls.

Every prepared item is reviewed by a lawyer or team member before action.

AI helps with operational management.

MatterMind uses AI to help interpret practice signals, answer operational questions, and prepare routine next steps for review.

  • Follow-up drafts
  • Assistant handoffs
  • Stale matter prompts
  • Billing review prompts
  • Plain-English operational answers
Ask MatterMind answering a billing question with a structured operational answer.

MatterMind is not an AI lawyer.

MatterMind is not designed to provide legal advice, replace legal judgment, draft substantive legal work, or send client-facing messages without review.

Does

  • Operational visibility across matters, money, workflow, and daily priorities
  • Next-step preparation for routine operational items
  • Plain-English answers about your practice operations
  • Handoff and review prompts for your team

Does not

  • Provide legal advice
  • Draft substantive legal work
  • Send client-facing messages on autopilot
  • Replace lawyer judgment on a matter

Nothing client-facing goes out without review.

MatterMind prepares drafts and prompts. You or your team review, edit, approve, delegate, or dismiss.

The product is built so the lawyer or team holds the decision at every client-facing step.

Action Queue with prepared follow-ups awaiting lawyer or team review.

Use only what is needed.

Practice operations often require operational context, not unnecessary exposure of sensitive details. MatterMind is implemented to minimize unnecessary client identifiers and limit information sent to AI systems where possible.

Operational signal
Matter activity, WIP, AR, trust, deadlines
AI-assisted preparation
Minimum context, operational only
Lawyer review
Approve, edit, delegate, dismiss
Approved action
Client names and greetings added at send

Security and data handling.

  • Encryption in transit and at rest
  • OAuth-based connections where applicable
  • No password sharing
  • Role-conscious access where applicable
  • Data export on request
  • Cancellation process documented in the Privacy Policy
  • Vendor disclosures where applicable
  • No training on firm data unless expressly disclosed and permitted

Read the full Privacy Policy →

Privacy questions.

For drafted messages, the AI works from operational details such as invoice amount, timing, cadence, and tone. Client names and greetings are added by the platform when you review and approve the message. Where additional identifiers are needed for context, MatterMind minimizes what is sent.
No. MatterMind does not train models on firm data unless expressly disclosed and permitted. Vendor settings are configured to disable training on customer data where the option is available.
No. MatterMind prepares drafts and prompts. A lawyer or team member must approve before anything client-facing is sent.
MatterMind stores the operational signals it needs to surface practice management items: matter metadata, workflow stages, financial figures, trust balances, deadlines, and prepared queue items. See the Privacy Policy for the full schedule.
Your account pauses, and data is retained for a defined window so you can reactivate. You can request export of your data at any time or full deletion after the retention window. See the Privacy Policy for retention details.
The full Privacy Policy covers data collection, retention, vendor disclosure, security practices, and user rights in detail.

Use AI for management support, not legal autopilot.

Start a 30-day trial and see MatterMind work with lawyer review at the center.

Start 30-Day Free Trial See How It Works

No credit card · Review every send · Setup in about 30 minutes