How MatterReady™ complements your existing tools
MatterReady™ is not a CRM and not a practice management system. It is the qualification layer that sits between your lead sources and your system of record — making the data that arrives there complete, validated, and ready for attorney review.
The qualification gap
Most legal tools track where a lead is in the pipeline. Few assess whether the information is complete enough for an attorney to review. That gap is what MatterReady™ fills, regardless of which CRM or PMS you already run.
Without a qualification layer
- Attorneys open files that are missing key details
- Staff spends time chasing information manually
- Conflicts surface after time has already been invested
- No clear definition of “ready” per practice area
- Data is rekeyed into the practice management system
With MatterReady
- Attorneys see only matters that meet readiness thresholds
- Missing information triggers automated follow-up
- Conflict signals surface before attorney review
- Each practice area has its own readiness criteria
- Data flows to your PMS with contacts, documents, and notes in place
How MatterReady™ works alongside the tools you already use
MatterReady™ is designed to complement your existing stack, not replace it. Here is how firms typically combine it with the most common legal tools.
Alongside Clio Grow
Clio Grow is the lead-capture front door for many firms in the Clio ecosystem. MatterReady™ extends that pipeline with structured intake, readiness scoring, and conflict signals before a matter is created in Clio Manage. Qualified matters land in Clio with complete data — contacts, documents, and notes already in place.
Alongside Lawmatics
Lawmatics handles marketing automation and drip campaigns. MatterReady™ handles the qualification step that comes after — ensuring intake information is complete, validated, and attorney-ready before review. Firms using both run them in parallel: Lawmatics for marketing, MatterReady™ for intake qualification.
Alongside DecisionVault
DecisionVault is a focused estate planning intake tool that many EP firms know well. If estate planning is the only practice your firm runs, DecisionVault may be the right shape for you. MatterReady™ is built for multi-practice firms that want EP intake plus eight other practice areas under one operational view.
Without a CRM
Firms that don't run a dedicated marketing CRM use MatterReady™ as their complete intake pipeline — from lead capture through qualification to practice management handoff.
For estate planning firms
EP intake that hands clean data to your drafting workflow
MatterReady™ ships with an estate planning intake pack covering family structure, assets, fiduciary nominees, and beneficiaries. Structured outputs — XLSX asset sheets and formatted intake summaries — hand cleanly to your existing drafting workflow, so your EP pipeline stays one operational view from intake through handoff.
See the estate planning landing page for the full EP workflow.
See where MatterReady™ fits in your stack
Book a 30-minute walkthrough. We'll talk through your current intake flow and where MatterReady™ would add value.