Why Law Firms Love EstateMatter
Estate administration is time-consuming, admin-heavy, and a balancing act. Firms are losing thousands each year to inefficient processes and manual data entry.
EstateMatter cuts your admin in half, saving time and reducing costs. Scale your practice with confidence.
Gather Estate Information
Client Portal
Store Estate Files
Integrates seamlessly with CMS
Clio Integration: Bi-Directional, Seamless, and Purpose-Built
Unlike generic integrations, ours is purpose-built for estate administration.
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Bi-Directional Client & Matter Sync
Core data like contacts and matters flows both ways, ensuring you're always working with the most accurate, up-to-date information​.
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Documents & Tasks: One-Way Sync from EstateMatter to Clio
Key estate files are automatically pushed into Clio, giving your team visibility and access right where they already work​.
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Zero Disruption to Your Workflow
The case management you're used to, but supercharging your estate administration matters.
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Secure, API-Based Architecture
Built using Clio’s open APIs and best-in-class security standards, the integration ensures data fidelity, reliability, and peace of mind for legal professionals.
Law Firm
“I think it's great, does what I thought it was going to do and has potential to do even more”
Executor of a Will
"This would have been fantastic to have during my probate process”
UK Law Firm
“It’s definitely the future, I’m really excited that technology and Simple Probate is catching up with the probate area”
About
Our Story
Founded in 2024 by a team from law, legal tech, and startups, Estate Matter was inspired by our founder's experience with probate inefficiencies. Talking to attorneys and executors highlighted the need to streamline tasks, boost efficiency, and improve client communication.
Our Mission
At Estate Matter, our mission is to streamline probate for attorneys with innovative solutions and an intuitive interface that enhances client communication and alignment. We simplify legal tasks, empowering solicitors to deliver the best client experience and outcome.
Our Vision
Our vision at Estate Matter is to revolutionize probate with innovative technology, making it seamless and efficient. We aim to strengthen client-solicitor relationships and set the standard for excellence in legal tech.
Our Team.
Meet our team! We have extensive experience working in law firms, building tech in fast growing start-ups, legal tech, sales, and leading customer success teams. Our passion for probate comes from direct experience which sparked a fire in us to build tech that helps everyone.
John Noonan
Co-Founder & CPO
Isabella Hughes
Co-Founder & CEO
Oisin Dolphin
Co-Founder & CTO
Get In Touch
Schedule a chat to experience the power of Estate Matter.