Your professional assistant
What's the matter?
Clients, cases, deals, deadlines: every professional matter has a place in Matterbase. Keep the notes, files and records together, ask about them in plain words, and let the assistant chase what's open until it's resolved.
Sign in to start- 1Ortega StudioRenewal: 2027-03-14 · Status: Signed
- 2ortega-msa.pdfEither party may terminate with sixty (60) days' written notice…
Store every matter where you can find it
Each matter gets its own home: pages for notes, folders for files, databases for the people, dates and amounts involved. Every table reads as a list, a board or a calendar, and every record opens as a page of its own.
| Client | Status | Renewal | Owner | Value |
|---|---|---|---|---|
| Ortega Studio | Signed | 14 Mar 2027 | Maria | $18,400 |
| Harbor & Pine | Negotiating | 3 Mar 2027 | Dev | $9,200 |
| Lumen Dental | Proposal sent | 21 Mar 2027 | Maria | $6,750 |
| Northfold | Signed | 9 Mar 2027 | Ana | $24,000 |
| Kettle & Co | Negotiating | 27 Mar 2027 | Dev | $4,300 |
Ask about it, get answers you can check
Start a thread on one matter, a folder of contracts or the whole workspace. The assistant answers from your own records and cites the passages it used, so each answer opens its source.
What's overdue?
Their last invoice is 12 days overdue 1. The agreement allows a 1.5% monthly late fee after 30 days, so no fee yet 2.
Keep it moving until it's resolved
Matters stall when nobody follows up. Put a rule on any table and the assistant texts, emails or messages the people involved when a record changes, and reminds you before a date slips by.
When a record in Contracts is updated and Status is Signed, send the record's Phone a message by
Reminders work from any date field: 3 days before Renewal at 09:00, then daily, until the date.
- 28 Feb, 09:00
- 1 Mar, 09:00
- 2 Mar, 09:00
- 3 Mar, 09:00
MatterbaseAI
No messages yet
On the go? Just call
Link your phone number and call in. Your assistant picks up, knows your matters, and talks them through. Phone, SMS, WhatsApp and email stay linked to one account, so it knows it's you.
Also in the workspace
- Search
- Ctrl K finds any page, table, record or file by name.
- Links
- Relate anything to anything: relates to, references, depends on, blocks, owned by.
- Files
- Upload anything. Text files become readable to your threads.
- Twenty field types
- Text, dates, selects, currency, relations, files, people and more.
- Trash
- Deleted items keep their place and come back in one click.
- Private by default
- Your workspace is yours. The app acts only with tokens issued to you.