Operational visibility
See the activity, readiness, and outcomes behind work that would otherwise be spread across systems.
Enterprise legal data operations
Controlled data.
Confident legal work.
Matter Advantage brings the systems behind a firm’s most consequential data decisions into one accountable operating layer.
Built for the realities of legal operations: multiple systems, high-stakes decisions, and an obligation to explain every action.
One governed lifecycleFrom matter intake to defensible disposition
01 — 04
Purpose-built for professional firms that need their data operations to be clear, controlled, and defensible.
Context in viewFirm, matter, role, and workspace—before entry
Controls appliedAccess and preservation checks where work happens
History retainedVisible, timestamped outcomes for review
The Matter Advantage platform
Focused products, operating as one system.
Choose a Hub to see how its real workflow brings clarity and control to a specific stage of legal data management.
TransferHub
Fast, secure file transfer for modern legal teams.
A centralized cloud platform that replaces fragmented transfer tools with a secure, visible and defensible process from intake to delivery.
- ✓ One process for sending and receiving firms
- ✓ Automated file analysis and sensitive-content flagging
- ✓ Detailed activity history for audit readiness
- ✓ Works with NetDocuments, iManage and SharePoint
TransferHub / secure workflow RetentionHub
A managed, defensible retention workflow.
Give attorneys a review-first process for making retention and disposition decisions with matter context, oversight and a permanent audit trail.
- ✓ Familiar matter-centric views for attorney review
- ✓ Explicit decisions recorded with user, time and outcome
- ✓ Legal-hold-safe execution
- ✓ Direct integration with iManage and NetDocuments
RetentionHub / review-first ProvisionHub
Intelligent, defensible workspace provisioning.
Turn matter details, firm rules and provider requirements into an auditable provisioning workflow with the control to preview before execution.
- ✓ Reusable workspace templates and mapping rules
- ✓ Preview-first execution for informed decisions
- ✓ Provisioning activity and run-level visibility
- ✓ Multi-provider workflows from one operational hub
ProvisionHub / preview first ProtectionHub
Put data protection at the point of action.
Centralize ethical walls, legal holds and data protection policy across the connected workflows where confidential legal data is managed.
- ✓ Firm-scoped policy and hold registry
- ✓ Workflow-aware transfer safeguards
- ✓ Automated workspace security controls
- ✓ Clear enforcement and operational visibility
ProtectionHub / policy in action A more defensible way to operate
Every capability is designed to make consequential work easier to understand.
Controls that fit the work
Apply protection and policy at the matter, workspace, and transfer level—where legal teams make decisions.
Evidence by design
Give teams a clear record of what changed, who acted, and the outcome—without relying on after-the-fact reconstruction.
Trust Center / SOC 2 Type II
Confidence is built into the experience.
Matter Advantage undergoes regular third-party audits as part of its SOC 2 Type II compliance program. Explore the Trust Center for current security, service, privacy, and data-integrity documentation.
Visit the Trust Center- 01SOC 2 Type II independent assurance
- 02Security and confidentiality controls
- 03Privacy and data-integrity policies
- 04Current security and service documentation
Bring order to legal data operations
See what a governed data lifecycle looks like for your firm.
Tell us a little about your environment. A Matter Advantage specialist will follow up to discuss the systems you rely on today and the workflow you need next.