MatterGuardian is the visibility layer that sits on top of Clio, PracticePanther, or any system you run. See which matters are on track, at risk, overdue, or stalled, and which attorney is buried, without opening matters one by one. Built by a managing attorney who lost an associate overnight, and with her, all visibility into the firm's active matters.
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Your practice management software shows you one matter at a time, or one practice-area board at a time. MatterGuardian rolls every open matter and every attorney into a single health view, then points you at the few that need attention today.
Every open matter across the entire firm on one screen, each flagged On Track, At Risk, Overdue, or Stalled. No opening boards one by one.
The same health view sliced by lawyer, so you see instantly who is buried and whose matters have gone quiet.
Not just what exists. MatterGuardian surfaces the handful that are slipping and says start here, before fees erode or clients call.
Clio, PracticePanther, or whatever you use holds everything. It does not surface what needs you today.
A file nobody has touched in weeks trips no alarm in your system. Until it costs you.
You can't see at a glance who is on top of their caseload and who is buried.
When work stalls, you can't tell whether the ball is in your court or theirs.
By the time a matter stalls, it is already a crisis, and the fee is already eroding.
On-Track Rate. Value at Risk. Top Bottleneck. Stage performance bars showing where matters are getting stuck. Associate comparison side-by-side. The analytics partners have always wanted, finally in one place, updating in real time.
Percentage of matters on track across your entire firm. One number that tells you how healthy your practice is.
Total dollar value of matters in At Risk, Overdue, or Stalled status. Know what's at stake, not just what's late.
See which stages are bottlenecks. Average days in each stage across all matters, with outliers highlighted.
Every attorney's caseload side by side, ranked by who is most off track. Click any name to see the workflow dragging them down. We have not seen another platform show you this.
Drill into any matter to see its Matter Health, a visual timeline of stages with completed checkpoints, current stage, and any overdue or stalled alerts. When activity stalls past your threshold, MatterGuardian flags it automatically.
On Track, At Risk, Overdue, or Stalled. Automatically computed from deadlines and activity.
Stage, step, and day tracked automatically. Due dates recalculate if a stage starts late. Updates in real time as your team checks off work.
Mark any step 'with client' so you know instantly whether the delay is on your side or theirs.
Approaching deadlines turn amber. Missed deadlines turn red. Stalled stages get flagged before they become crises.
Set your stages and steps once. MatterGuardian ships with a library of pre-built workflows you can use out of the box, or build your own. Every matter is tracked against your workflow, and deviations get flagged before they become problems. Configurable without code.
Use a ready-made workflow out of the box, or build your own from scratch. Day-based deadlines, drag to reorder.
Build workflows that mirror your actual process. Drag, reorder, rename. Each stage has an expected duration and required steps.
Mark any step internal and it never appears in the Client Portal. Your client sees progress, not your kitchen.
Toggle between step-level and stage-level tracking. Set risk windows, stall thresholds, and grace periods.
Twenty-four active matters across five associates, and you can see exactly where every one of them stands, and who needs help, in one screen.
Connect your Clio Manage account and bring your matters and clients across, or bulk-import a CSV export from whatever system you run. No manual re-entry.
Use a pre-built workflow or create a template that mirrors your actual process, stages, steps, durations, owners. The full timeline is created and tracking starts automatically.
Your team marks steps complete as they work. MatterGuardian monitors deadlines, calculates health, and flags anything falling behind.
Check your Command Center in five minutes each morning. See every matter's health, what needs attention today, and whether any matters are at risk.
You live in Clio, PracticePanther, or something like them. MatterGuardian is the visibility layer on top, not a replacement. Here is how we keep the lift small.
Connect your Clio Manage account and bring your matters and clients into MatterGuardian. Map each one to a workflow once, and health tracking runs from there. Your team keeps working in Clio.
Not on Clio? Bulk-import your matters from a CSV export out of your current system. No manual re-entry, and you are running the same day.
Start with one practice area or one attorney's book. Prove the value fast, then roll out to the rest of the firm.
PracticePanther is next, with more platforms to follow. We will add your firm to the early-access list.
MatterGuardian was created by Erik Weingold, a lawyer who has owned and operated a law firm for over 10 years. His practice handles complex, multi-stage matters, the kind of work where every step has a deadline, every stage has dependencies, and a single missed task can delay an entire engagement.
Erik built MatterGuardian because no existing tool gave him what he needed: a single screen that shows every matter's health at a glance, flags problems before they become crises, and holds the team accountable to the process without micromanaging.
This isn't a tool designed by engineers who read about law firms. It was designed by a lawyer who's lived the chaos of managing dozens of concurrent matters, lost sleep over missed deadlines, and built the solution he wished existed.
"I didn't build MatterGuardian because I thought the legal tech market needed another product. I built it because I needed it, and nothing else did what I needed it to do."
Erik Weingold, Founder
Every feature included. You only pay for the people who use it.
Base rate covers your first 2 users. Each additional user is $49/month.
Custom onboarding, dedicated support, and volume pricing for larger firms.
Or email hello@matterguardian.com
MatterGuardian is built for any law firm that manages matters with predictable stages and defined steps, where timing, coordination, and accountability matter. Whether you handle closings, filings, formations, or any multi-step legal process, if your work moves through stages with deadlines, MatterGuardian gives you visibility you can't get from a calendar or spreadsheet.
Yes. The Clio Manage integration is live. Connect your Clio account, bring your matters and clients into MatterGuardian, map each one to a workflow, and health tracking starts from there. Your team keeps working in Clio. MatterGuardian is the visibility layer on top of it. PracticePanther is next, with more platforms to follow.
Clio and PracticePanther are general-purpose practice management platforms, great for time tracking, billing, and client management. They hold everything, but they don't surface what needs you today. MatterGuardian does one thing those platforms don't: real-time matter health across every matter and every attorney, on one screen. We don't replace your practice management software. We sit on top of it.
That's fine. Bulk-import your matters from a CSV export out of your current system and you're running the same day. Plenty of firms start that way, often piloting on one practice area or one attorney's book before rolling out to everyone.
Every matter is automatically classified so you can see how it's doing at a glance, using one of four statuses: On Track (all steps current), At Risk (a step is due soon), Overdue (a step is past due), or Stalled (no recent activity). These statuses update in real time based on your configured thresholds.
About 15 to 30 minutes. Add your first 5 to 10 matters, map them to a simple workflow that mirrors your process, and you'll see your whole firm's health on one screen the same day. No data migration, no IT department, and no training beyond a quick walkthrough. Add the rest of your matters whenever you're ready.
Completely. You define your own stages, steps within each stage, due-date offsets, required vs. optional steps, and team assignments. You also configure how MatterGuardian evaluates health, step-level or stage-level tracking, plus thresholds for risk windows, stall detection, and grace periods.
MatterGuardian was built by Erik Weingold, a lawyer who has owned and operated a law firm for over 10 years. He built it because no existing tool gave him what he needed, real-time visibility into every matter's health without checking six different places. This isn't a product designed by engineers who read about law firms. It was built by a lawyer who's lived the problem every day.
Yes. MatterGuardian is built on enterprise-grade cloud infrastructure with industry-standard security practices, secure authentication, and role-based access controls. Your firm's data is fully isolated and secure. We take security as seriously as you'd expect from a product built by a practicing lawyer.
$49 per month covers your first 2 users, and each additional user is $49 per month. Every feature is included, with no tiers and no surprises. Supervising attorneys and lead paralegals each get a login. Associates see only their assigned matters. Firms with 10 or more users can contact us about custom onboarding and volume pricing.
Yes. No long-term contracts. Cancel anytime and retain access through the end of your current billing period.
A 20-minute walkthrough with your team, and a pilot we set up for you, loaded with a slice of your active caseload, so you see your own book on the dashboard.
No credit card required · 30-day free trial · Cancel anytime