DocketPro
All-in-one, flat firm price
$89 CAD
/mo, firm + assistant
Everything included. No per-user fees.
DocketPro vs Matterly
Matterly is Ontario-focused, and so is DocketPro — with a wider platform around it: team chat, SMS and VoIP, coverage and co-counsel portals, AI document work, and Form 9A Electronic Trust Transfer Requisitions from the matter file.
All-in-one, flat firm price
$89 CAD
/mo, firm + assistant
Everything included. No per-user fees.
Ontario paralegal focus
$149–$349 CAD
/mo, by plan
Platform access varies by plan tier.
Why firms move
Feature by feature
| Feature | DocketPro | Matterly |
|---|---|---|
| Pricing & value | ||
| Flat firm price (firm + assistant) | Firm + assistant | |
| Starting price | $89 CAD/mo flat | $149 CAD/mo |
| E-signature included | Unlimited | |
| Accounting | LSO By-Law 9 trust & general | LSO-compliant trust |
| CRM included | CRM+ $39 CAD/mo | |
| AI tools | $39 CAD/mo | |
| Practice management | ||
| Matter management & custom numbering | ||
| Custom matter fields & templates | ||
| Limitation date & court date tracking | ||
| Ontario court location database | ||
| Ontario LTB order search | ||
| Special tools: HTA, Small Claims, Family & Immigration | HTA & LTB | |
| Conflict checking with PDF report | ||
| Bulk import from other platforms | From HTA Pro | |
| Visual workflow builder | In AI add-on | |
| Documents & e-signature | ||
| Document management & folders | ||
| Cloud storage integrations | NextCloud, OneDrive, Google Drive & R2 | Cloud storage |
| Native e-signature | Unlimited | |
| AI retainer auto-extraction | ||
| Legal document generation | AI/ML & templates | Document generation |
| AI-generated legal documents | HTA & LTB | |
| PDF court-form filling | ||
| AI case files, summaries, memos & pleadings | ||
| Time, billing & trust | ||
| Legal-standard time tracking | ||
| Hourly / flat / contingency billing | ||
| PDF & HTML invoices | ||
| Native LSO By-Law 9 trust accounting | ||
| Trust reconciliation reports | ||
| Form 9A Electronic Trust Transfer Requisitions | ||
| LawPay / Helcim / Stripe payments | ||
| Calendar & communications | ||
| Two-way Google & Outlook sync | Cloud access | |
| Ontario court database | ||
| Email sync (Gmail / Outlook) | Cloud access | |
| Two-way SMS, call centre & VoIP | CRM+ | |
| AI call summaries & transcripts | ||
| Built-in team chat | ||
| Client & prospect portal | ||
| Secure client portal | ||
| Secure document sharing | ||
| Public intake links with analytics | ||
| Prospect pipeline board | CRM+ | |
| Booking & appointment links | CRM+ | |
| Lead scoring & prioritization | CRM+ | |
| Coverage / co-counsel agent portal | ||
| Live two-way client communication | ||
| Security & Canadian compliance | ||
| Role-based team permissions | ||
| Audit logging | ||
| Canadian data residency | ||
| Security anomaly alerts (in-app & email) | ||
| Free data migration from competitors | From HTA Pro | |
| Built for Canadian law firms | ||
| Used by firms beyond Canada | Varies | |
| Multilingual interface | English, French & Spanish | Varies |