Security & compliance

MatterAlert Security, SOC 2 Compliance and Audit Trail

Law firms trust MatterAlert with their most critical dates. SOC 2 controls, ethical walls, complete audit logs and Microsoft 365 single sign-on keep matter information protected and every change traceable.

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Security, compliance & audit trail

MatterAlert Security, Compliance, and Audit Trail for Malpractice Risk Reduction

Automated deadline calculations, reminders, change histories, and access controls help teams reduce manual-calendar risk and investigate changes. No software eliminates the need to verify court rules and supervise critical dates.

SOC 2 Compliance

SOC 2 controls and regular audits support the protection of sensitive matter information.

Encryption & 2FA

SSL encryption, two-factor authentication, and strict access controls for all data.

SSO & Azure AD

Single sign-on via Microsoft 365 with automatic user provisioning from Azure groups.

Automated Backups

Regular automated backups with secure data storage practices and disaster recovery.

Security Questions, Answered

Is MatterAlert SOC 2 compliant?

Yes. MatterAlert operates under SOC 2 controls with regular audits that support the protection of sensitive matter information. Contact PaayaTech to request compliance documentation for your security review.

How does MatterAlert support ethical walls?

MatterAlert synchronizes with your in-house ethical wall. New matters are automatically restricted to approved users, workspace-level and document-level permissions are honored, and role-based access controls limit who can see each matter.

What does the MatterAlert audit trail record?

Every change is logged and auditable at the event and matter level, so teams can see who changed a deadline and when. Reports can be run by timekeeper, matter, client or office, with custom report formats and dashboard analytics.

How are users authenticated?

MatterAlert supports single sign-on through Microsoft 365 with automatic user provisioning from Azure AD groups, plus two-factor authentication and strict access controls. Data is protected with SSL encryption.

How does MatterAlert help reduce malpractice risk?

Automated rules-based deadline calculations, reminders, task escalation, change histories and access controls reduce the risk that comes with manual calendaring and make it easier to investigate changes. No software eliminates the need to verify court rules and supervise critical dates.

Is data backed up?

Yes. MatterAlert runs regular automated backups with secure data storage practices and disaster recovery.

Ready to Transform Your Legal Docketing?

See how MatterAlert helps firms eliminate missed deadlines, streamline matter management, and keep the entire team in sync. Book a personalized demo today.

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What You Get with MatterAlert

In short – everything your firm needs to stay ahead of every critical date:

  • Never miss a deadline – court dates are calculated automatically and synced straight to Outlook calendars.
  • Full court coverage – dockets and notices pulled from PACER and UniCourt, with CalendarRules covering all 50 US states plus select Canadian jurisdictions.
  • Works with the tools you already use – Microsoft 365, iManage, NetDocuments, Aderant, and Thomson Reuters Elite 3E.
  • Transparent, affordable pricing – $15–$45 per user per month, fully web-based, with training and support from PaayaTech.