Platform Features
Intake infrastructure and operational intelligence — everything from first contact through firm operations.
Intake & Qualification
Structured Intake
Guided intake forms collect complete information upfront. Data arrives normalized and consistent. AI chatbot handles conversational intake 24/7, including Spanish.
AI Qualification Scoring
Every matter is scored for readiness — Core, Enhanced, or Comprehensive. Your team sees at a glance which matters are complete and which need follow-up.
Conflict Signals
Surface potential conflicts early in the intake process. Party matching, related entities, and opposing party flags appear before attorney review.
Pipeline & Automation
Pipeline & Kanban
Track every lead through your intake pipeline. Visual Kanban boards show exactly where each matter stands across a 12-state lifecycle.
Drip Sequences
Seven pre-built email automations for the full lead lifecycle. Trigger-based enrollment, open and click tracking, and automatic nurture from first contact through engagement.
Stall Detection
Automatic alerts when leads go cold. Identify stalled matters before opportunities slip away, with configurable thresholds per practice area.
Billing Intelligence
Find revenue leakage before invoices go out
- ML-powered anomaly scoring for time entries and invoices
- Semantic document verification against billing records
- Billing leakage detection across matters
- Investigation tools for flagged entries
- Revenue recovery insights for managing partners
How it works
Billing Intelligence analyzes time entry patterns and compares them against your firm's norms. It flags anomalies — unusual durations, mismatched descriptions, entries that don't align with matter activity — and surfaces them before invoices go out.
Instead of reviewing every line item manually, your team focuses on the entries that actually need attention.
Consultation Scheduler
Built into the intake flow
- Multi-calendar sync (Google, Outlook, Clio)
- Practice area routing to the right attorney
- No-show tracking and follow-up
- Automatic confirmation emails
- Calendar-aware lead status updates
Replace Calendly
Scheduling is built directly into MatterReady's intake flow. The scheduler checks attorney availability across connected calendars, routes by practice area, and updates lead status automatically when consultations are booked.
No separate scheduling tool. No extra subscription. No manual status updates.
Mobile App
For your team
- Lead pipeline on mobile
- Review and act on new intakes
- Push notifications for urgent matters
- Biometric authentication
For your clients
- Complete intake from their phone
- Upload documents with camera
- View matter status and next steps
- Secure messaging with your firm
Available for iOS and Android.
Documents & E-Signatures
Document Generation
Generate engagement letters, retainer agreements, and legal documents from templates. Client and matter data populate automatically.
Multi-Party E-Signatures
Sequential signing ensures attorneys review before clients sign. Full audit trail with timestamps and IP addresses for every signature.
Referral Handoff
- One-click referral to partner attorneys
- Secure portal for referral partners to review case details
- Track referral status and outcomes
- Complete audit trail for every handoff
Integrations
Clio
Sync with Clio Manage and Clio Grow. Contacts, matters, calendar events, and attorney assignments flow automatically. Staff mappings ensure leads route to the right attorney. Clio remains your system of record.
Google Calendar sync for scheduling. Local Services Ads lead capture. Analytics and Ads attribution tracking. Search Console integration for visibility into how clients find you.
Microsoft 365
OneDrive and SharePoint document tracking. Outlook calendar sync for consultation scheduling. Metadata-only privacy model — file contents stay in your Microsoft tenant.
Firm Control Tower
A single operational view for managing partners and practice managers. Open it every morning and know instantly:
- Firm health status at a glance
- First-contact velocity — how fast your team responds
- Attorney workload and capacity forecasting
- Revenue secured, pending, and at risk
- Pipeline velocity trends
- Billing anomaly alerts before invoices go out
- AI-powered assignment suggestions
AI-Ready Operations
Connect your AI assistants to MatterReady via the Model Context Protocol (MCP). AI tools access operational signals without ever seeing client names or sensitive data.
Task Prioritization
AI assistants see priority scores and due dates to help you focus on what matters most.
Risk Detection
Overdue tasks and at-risk matters surface automatically through AI-powered analysis.
Privacy by Design
AI sees operational signals only. Client names and PII are never exposed to external models.
Ready to see it in action?
Explore the platform with realistic sample data, or talk to us about your firm's needs.