Operational visibility
See the activity, readiness, and outcomes behind work that would otherwise be spread across systems.
Data governance for law firms
Your information,
governed wherever it goes.
From matter intake and secure transfers to records retention and AI agent security, Matter Advantage gives law firms the tools to govern information at every stage.
Built by legal technology veterans who have spent their careers building and running the systems law firms depend on.
One governed platform. Six Hubs.ProvisionHub · ProtectionHub · TransferHub · RecordsHub · RetentionHub · SentryHub
The challengeMost law firms govern their data through a patchwork of vendor tools, scripts, and spreadsheets.
When matters beginProvision workspaces, establish access controls, and organize client information.
While work is activeProtect sensitive information, manage matter mobility, and govern AI access.
When matters closeManage records, enforce retention policies, and support defensible disposition.
The Matter Advantage platform
Governance at every stage of the matter lifecycle.
From the day a matter opens to the day its data is retired, each Hub governs one stage, and they work as one system.
TransferHub
Secure file transfer and matter mobility for law firms.
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 iManage, NetDocuments, SharePoint, and other supported platforms
TransferHub / Secure Matter Mobility 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 / Automated Provisioning 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 / Ethical Walls & Legal Holds RecordsHub Coming Q1 2027
Physical records. Connected to every matter.
Connect physical records, offsite storage, and digitization in one governed workflow, with complete visibility into location, custody, and records activity.
- ✓ Inventory audits with continuous barcode scanning
- ✓ Requests, circulation, and full custody history
- ✓ Iron Mountain offsite storage coordination
- ✓ Governed digitization into iManage, NetDocuments, and other supported platforms
RecordsHub / Physical Records Management RetentionHub
Governed, defensible data retention and disposition.
Give law firms a structured process for managing retention and disposition, with attorney oversight, documented decisions, and a complete audit trail.
- ✓ Familiar, matter-centric views for attorney review
- ✓ Documented decisions showing who, when, and what was decided
- ✓ Legal-hold-aware retention and disposition
- ✓ Integrates with iManage, NetDocuments, and other supported platforms
RetentionHub / Defensible Disposition SentryHub
Give agents the power to act. You set the limits.
Connect AI agents to your enterprise systems with governed access, protected data and a clear record of every action.
- ✓ Turn existing APIs into curated tools for agents
- ✓ Enforce fine-grained access and human approvals
- ✓ Protect sensitive data in requests and responses
- ✓ Trace every interaction through a connected audit trail
SentryHub / governed agent access A more defensible way to operate
Built so every decision can be explained.
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 Security & trust
- ✓Independent SOC 2 audits
- ✓Encryption in transit and at rest
- ✓Continuous monitoring and vulnerability management
- ✓Regular penetration testing and security assessments
Bring order to legal data operations
See what a governed data lifecycle looks like for your firm.
Tell us a little about your world. A Matter Advantage Evangelist will follow up to discuss the systems you rely on today and the workflow you need next.