Connected, without starting over

The tools you know. Working together.

MatterMind meets your firm where it already works. Start with Filevine, and build from there.

Live

Filevine

Your matter context, close at hand.

  • Retrieve information from connected matters and fields.
  • Review accessible source documents alongside entered data.
  • Surface discrepancies for your team to review.
In progress

HubSpot

Intake and CRM context, connected.

  • Planned access to permitted lead and contact information.
  • Bring intake activity into context with matter workflows.
  • Supported fields and workflows to be confirmed at rollout.
In progress

RingCentral

The conversation behind the record.

  • Planned access to permitted call information.
  • Call-coaching work is in development.
  • Recording availability and permissions require validation.
Supported AI assistant

ChatGPT

Ask from an assistant you already use.

  • Use the MatterMind MCP connection in a supported setup.
  • Ask about accessible information from connected sources.
  • Review source evidence before acting on an answer.
Supported AI assistant

Claude

Your context, in the conversation.

  • Connect to MatterMind through MCP in a supported setup.
  • Retrieve permitted firm context inside the assistant.
  • Keep attorney and staff review in the workflow.

Don’t see your system?

Tell us what your firm runs on. We’ll discuss fit, access and what a connection would require.

Request an integration

Third-party product names identify compatible or planned connections. They do not imply endorsement or partnership.

Machine memory.
Human judgment.

Bring one question your team asks every week. We’ll explore how MatterMind can help answer it, with sources.

Book a discovery call

Illustrative · fictional matter

The record behind the answer

Fictional source excerpts for this website example. No client records are connected.

Filevine · Medicals

Matter #2024-0187. Harbor Orthopedics final bills: requested October 14, 2024; not received.

Filevine · Damages

Matter #2024-0187. Wage-loss documentation: employer letter outstanding.

Police_Report.pdf · page 2

Illustrative report excerpt: “Date of collision: March 12, 2024.” The fictional Filevine field reads March 14, 2024. An attorney must review the original evidence.

Roadmap preview · fictional data · not sent

A starting point for your review

Subject: Final billing request — fictional Matter #2024-0187 Hello Harbor Orthopedics, We are following up on our October 14 request for final bills related to Rivera v. Coastal Freight. Could you share the current status and any information needed to complete the request? Thank you.

This sample is prewritten. Nothing is generated from client data, and no message is sent.