About

We believe running a great company should be fun.

Not a grind through spreadsheets and manual work — but actually seeing your operations clearly, trusting your team to focus on what matters, and having the tools to run things the way you want.

The company

A cooperative built for the firms we serve.

Trellys runs as a cooperative. Members drive what gets built — and every solution that ships goes to the whole membership. Great tooling shouldn't be locked behind enterprise price tags when every firm at the table can benefit from it.

We bring deep experience across business intelligence, automation, information security, and compliance. That combination isn't accidental — it's exactly what law firms and medical clinics need: visibility into what's happening, automation that kills the busywork, and the resilience to trust your systems.

The goal for employees is simple: stop wasting time on tasks that don't matter. The goal for leaders is even simpler: actually see your company, understand your operations, and run things the way you want.

Visibility & governance
Dashboards and analytics that show leaders exactly what's happening in their practice — case pipelines, workloads, bottlenecks, performance.
Automation & productivity
The repetitive, manual work that fills your team's day — handled. So the people in your firm can focus on work that actually requires them.
Resilience & compliance
Security and compliance built in from the start — ISO 27001 standards, HIPAA-aware architecture, and the expertise to back it up.
The team
Matt Mathis

Matt Mathis

Founder & Technology Partner
Coppell, TX

20+ years across automation, enterprise security, and operational leadership. Matt built and scaled an IT systems firm before moving into information security at Ericsson — defining global supply-chain security frameworks against ISO 27001 and NIST 800-53. Running technology at a major personal injury law firm made the gap between what legal operations needed and what existed impossible to ignore. That's where Trellys started.

CISM ISO 27001 Lead Implementer Lean Six Sigma
Sonali Mehere

Sonali Mehere

Business Intelligence & Analytics
Dallas, TX

Led BI and reporting at a large law firm before joining Trellys — building Power BI infrastructure from the ground up, driving data governance, and cutting manual reporting workload by 48%. With a background across Microsoft, Munich Re, and enterprise analytics, Sonali turns law firm data into dashboards that actually tell leadership what's happening in their practice.

MBA M.S. Computer Science Power BI
Ethan Sunil

Ethan Sunil

Power BI Developer
Dallas, TX

Power BI developer focused on legal operations — building KPI dashboards, automating data pipelines, and making case management data readable for the people who need to act on it. Strong in DAX, SQL, and Power Automate, with a sharp eye for the difference between a dashboard that looks good and one that actually gets used.

Power BI DAX Power Automate

Want to see how it works for your firm?

A 15-minute demo covers the platform, your current stack, and what automation would look like in your specific practice.