How MatterReady Works

From first contact to Clio handoff, in five steps.

1

Client Intake

Prospective clients complete a guided intake form tailored to your practice areas. The form adapts based on matter type, collecting the right information upfront rather than requiring multiple rounds of follow-up.

Information arrives structured and normalized. Names, dates, and key details are captured in consistent formats your team can rely on.

2

Qualification & Scoring

Each intake is evaluated for completeness and readiness. MatterReady assigns a qualification level based on the information provided:

  • Core — Basic contact and matter information is complete
  • Enhanced — Key details and supporting context have been provided
  • Comprehensive — Full documentation and detailed information is in place

Your team sees immediately which matters are ready for review and which need additional information before proceeding.

3

Conflict Signals

MatterReady surfaces potential conflicts early in the intake process. Before your team invests time in review, you'll see flags for:

  • Party names that may match existing clients or matters
  • Related entities or individuals disclosed during intake
  • Opposing parties that require conflict review

These are signals for attorney review, not automated decisions. Your team makes the final determination.

4

Attorney-Ready Summaries

When an intake reaches sufficient qualification, MatterReady generates a structured summary for attorney review. This includes:

  • Client and matter overview
  • Key dates and deadlines identified during intake
  • Conflict signals requiring review
  • Missing information, if any
  • Qualification status and readiness assessment

Attorneys receive what they need to make an informed decision about whether to proceed with engagement.

5

System Handoff

Once a matter is approved, MatterReady prepares the data for your practice management system. Client information, matter details, and relevant dates transfer in the format your systems expect.

Your team doesn't re-enter data or copy from emails. The matter arrives ready for work to begin.

What happens at each stage

MatterReady sits between first contact and your practice management system. We handle the qualification work that typically falls to intake staff or attorneys reviewing incomplete information.

Before MatterReady

Information arrives via email, phone, or basic web forms. Staff chase missing details. Attorneys review incomplete files. Conflicts surface late. Data is re-entered manually.

With MatterReady

Guided intake collects complete information upfront. Qualification scoring shows what's ready. Conflict signals appear early. Clean data flows to your systems when the matter is approved.

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