Every plan includes the core triage engine. No hidden fees, no seat restrictions. Your data never leaves your environment.
For solo practitioners getting inbox triage under control.
For small firms that need conflict checks, billing capture, and CMS integrations.
For mid-size firms with custom routing rules, SLA monitoring, and full compliance.
For firms that need on-premise deployment, custom LoRA models, and white-glove onboarding.
| Solo | Professional | Team | Enterprise | |
|---|---|---|---|---|
| Triage & Classification | ||||
| Priority triage engine | ||||
| Deadline extraction | ||||
| Matter routing | ||||
| Custom routing rules | — | — | ||
| Conflict check | — | |||
| Draft review queue | — | |||
| Billing & Compliance | ||||
| Billing timer | ||||
| Billing & time capture | — | |||
| SLA monitoring | — | — | ||
| Audit trail & compliance | — | — | ||
| Dedicated audit storage | — | — | — | |
| Integrations | ||||
| PMS sync | ||||
| CMS integrations (Clio, MyCase) | — | |||
| All integrations (PACER, USCIS, Calendar) | — | — | ||
| Collaboration & Deployment | ||||
| Collaborative dashboard | — | — | ||
| SSO / SAML | — | — | ||
| VPS / on-premise installation | — | — | — | |
| LoRA adapters | — | — | ||
| Storage & Support | ||||
| Storage | 5 GB | 25 GB | 100 GB | Custom |
| Email support | ||||
| Priority support | — | |||
| Dedicated account manager | — | — | ||
| White-glove onboarding | — | — | — | |
The auto-billing timer starts automatically when an attorney opens an email categorized by Mattersort. Time is captured in 6-minute increments and can be pushed to your practice management system with one click. No manual entry required.
Your firm's data never leaves your environment. We deploy Mattersort on your own servers or a private VPS. The AI models run locally — no email content is sent to third-party APIs. We store the map, never the territory.
Yes. You can upgrade or downgrade at any time. If you upgrade mid-cycle, we prorate the difference. If you downgrade, the new rate applies at the start of your next billing period.
We offer a free Email Risk Audit that analyzes your firm's email patterns and shows you exactly where triage gaps exist — before you commit. Book a demo to get started.
Professional plans integrate with Clio, MyCase, and 7+ practice management systems out of the box. Team and Enterprise plans include all integrations — PACER, USCIS, Calendar, and any PMS that exposes an API. We're actively adding more marketplace listings.
All plans include zero data retention at the LLM inference layer through enterprise ZDR agreements. We use non-invertible embeddings — meaning Mattersort processes semantic patterns, not readable email content. Enterprise plans add full on-premise isolation.
A LoRA adapter is a lightweight AI model layer trained specifically on your firm's email patterns, practice areas, and client vocabulary. It sits on top of the base triage model and dramatically improves classification accuracy for your specific workflows — without exposing your data to other firms. Available on Team and Enterprise plans.