Quillmatic

Quillmatic is a cloud-based legal practice management platform built for solo practitioners and small law firms across all 50 U.S. states. The platform centers on a unified matter database that connects clients, courts, adverse parties, and case details, which populate automatically into each tool within the suite.

Key features and functions include:

Matter Management A searchable central database for managing clients, matters, courts, adverse parties, and attorneys. All other tools in the platform draw from this database, eliminating duplicate data entry across workflows.

Work Product and AI Drafting Generates legal documents directly from matter data, including motions, client letters, and court-ready filings. Users may access a library of over 80 document types across six practice categories or upload custom templates. Output is delivered in .docx format, compatible with Microsoft Word and Google Docs.

Fee Agreement Generator Produces drafted fee agreements in .docx format, with support for hourly, flat fee, and contingency structures, populated from existing matter records.

Client Document Portals Provides secure, link-based upload portals for clients to submit documents directly to the attorney's Google Drive, with automatic notification upon receipt.

Intake Questionnaires Allows attorneys to build and distribute pre-intake questionnaires to prospective clients. Completed responses map directly to matter fields upon file opening.

Time Capture Syncs with Google Calendar and Microsoft Outlook to capture billable activity by matter. Attorneys review and approve time entries rather than reconstructing activity manually. AI-generated billing narratives are available on the Firm plan.

E-Signature Sends documents for electronic signature directly from within the platform, with a full audit certificate recording signatories, timestamps, and IP addresses.

Conflict Checker Searches across all clients, adverse parties, attorneys, and matters to identify potential conflicts prior to engagement.

Deadline Tracker Tracks court deadlines by matter, with AI-suggested deadlines upon opening new cases and a consolidated view of upcoming deadlines across all active matters.

Smart Calendar Integrates Google Calendar and Microsoft Outlook into a unified view with matter-linked events and automatic deadline overlays.

PDF Form Filler (QuillmaticPDF) Enables attorneys to upload PDF forms, visually place fields, and auto-populate them from matter data.

Clio Integration Connects to Clio to sync matters, contacts, and time entries on a recurring schedule, maintaining a current case database without manual import.