No add-ons. Every plan includes the full platform. Choose the one that fits your practice and start with a 30-day free trial.
For independent legal professionals and small practices
For practices ready to scale with advanced tools and support
For growing firms with multiple team members
For large firms needing advanced security and customization
Compare Matterly with feature-equivalent setups from leading legal practice management platforms.
Some platforms charge per user and reserve key functionality for higher tiers or add-ons. Matterly gives firms a broader platform and scales pricing primarily by team size.
Matterly plans are based primarily on team size, while many competing platforms restrict functionality by pricing tier. To make the comparison more useful, we compare Matterly against competitor plans that offer a similar overall set of practice-management features.
Annual billing saves 10% on Matterly; competitor pricing switches between annual-contract and month-to-month rates.
Pro
Expand
Core + CRM
Business Pro
Matterly is one price for the team; competitor pricing multiplies by every user.
Higher competitor tiers are selected here because that is where comparable intake, e-signature, automation and trust-accounting functionality typically becomes available.
| Feature | Matterly | Clio Expand | CosmoLex Core + CRM | PracticePanther Business Pro |
|---|---|---|---|---|
| Matter management | Included | Included | Included | Included |
| Client intake | Included | Higher tier | Add-on | Higher tier |
| Legal document / forms generation | Included | Higher tier | Varies by plan | Higher tier |
| Purpose-built matter types (HTA, LTB, Small Claims) | Included | Not included | Not included | Not included |
| Ontario-specific legal forms | Included | Not included | Not included | Not included |
| Ontario-specific workflows | Included | Not included | Not included | Not included |
| Data migration | Included | Varies by plan | Varies by plan | Varies by plan |
| E-signatures | Included | Higher tier | Add-on | Higher tier |
| Time tracking | Included | Included | Included | Included |
| Hourly billing | Included | Included | Included | Included |
| Flat-fee billing | Included | Included | Included | Included |
| Invoicing | Included | Included | Included | Included |
| Trust accounting | Included | Higher tier | Included | Higher tier |
| Client portal | Included | Included | Included | Included |
| Document management | Included | Included | Included | Included |
| Workflow automation | Included | Higher tier | Varies by plan | Higher tier |
Free data migration
Competitor pricing is based on publicly available pricing and may change. USD prices are converted to CAD using the exchange rate selected above. CosmoLex estimates exclude separately priced products such as CosmoLex CRM. Pricing, features and add-ons may vary by plan, contract and region. Last updated August 2026.