Solo

1 attorney

$149/mo

billed monthly

Users
Up to 3 users total
Matters
15 engaged matters / month
Practice areas
All 9 practice areas
  • Hosted intake URL (yourfirm.matterready.io)
  • Conflict signals on every matter
  • Readiness scoring (Core / Enhanced / Comprehensive)
  • Pre-consult and post-consult intake flows
  • Clio Manage and Clio Grow integration
Get Started

Firm

Up to 10 attorneys

$799/mo

billed monthly

Users
Up to 25 users total
Matters
100 engaged matters / month
Practice areas
All 9 practice areas
  • Everything in Practice
  • Operational dashboard (Control Tower)
  • Marketing attribution and Growth Intelligence
  • Advanced analytics and reporting
  • Concierge implementation included with annual prepay
  • Priority support
Get Started

Need a different mix of features or seats? for your firm. Multi-office and enterprise pricing available — for SSO, custom integrations, and dedicated implementation.

Every plan includes a 30-day money-back guarantee.

Priced by engaged matters, not leads, and leads are always unlimited. Busy month? Add-on packs start at $50.

What scales with your firm

Compare all features by tier
Tier comparison across capacity, intake, operations, and enterprise features
FeatureSoloPracticeFirmMulti-OfficeEnterprise
Capacity
Engaged matters / month1530100300Unlimited
LeadsUnlimitedUnlimitedUnlimitedUnlimitedUnlimited
Practice areasAll 9All 9All 9All 9 + customAll 9 + custom
Attorneys1Up to 5Up to 10CustomCustom
Users (total seats)31025CustomCustom
Intake & integrations
Hosted intake URL + custom domain✓✓✓✓✓
Conflict signals + readiness scoring✓✓✓✓✓
Clio Manage + Clio Grow integration✓✓✓✓✓
LawPay payments + SMS texting✓✓✓✓✓
NetDocuments, M365, Google integrations—✓✓✓✓
AI chatbot widget—✓✓✓✓
Custom intake pack tuning—✓✓✓✓
Operations
Operational dashboard (Control Tower)——✓✓✓
Marketing attribution + Growth Intelligence——✓✓✓
Concierge included with annual prepay——✓✓✓
Enterprise
Multi-office routing———✓✓
Dedicated implementation manager———✓✓
SSO (SAML / OIDC)————✓
Custom integrations + SLA————✓
Custom data residency————✓

How MatterReady compares to other intake tools

Built to make Clio better, not bigger

MatterReady™ is the qualification layer that feeds Clio clean, structured, conflict-checked data. Qualified matters sync to Clio Manage with contacts, custom fields, documents, and notes already in place. Your attorneys spend their Clio time reviewing matters, not chasing intake details.

MatterReady™ doesn't try to be your case management system. Clio handles open matters, time tracking, billing, and document storage — and does it well. MatterReady™ handles everything that happens before a matter reaches your attorneys' desks.

Optional setup help

Most firms set themselves up the same day. If you'd rather have it done for you, guided onboarding starts at $499, and Concierge implementation is free with annual prepay on Firm and above. See implementation options.

Who MatterReady™ is for

Good fit

  • Firms running on Clio that want clean, structured intake feeding their system of record
  • Multi-practice firms that need different intake flows for different case types
  • Practices where intake is handled by staff, not attorneys
  • Firms that want consultation scheduling, drip sequences, and conflict signals in one place
  • Teams tired of chasing clients for missing information

Not the right fit

  • Firms that need litigation management or case tracking
  • Firms looking to replace their full practice management system

MatterReady™ is pre-matter readiness infrastructure, not a practice management system. It works alongside your system of record, not instead of it.

Ready to see it on your firm's data?

Explore the demo with realistic sample data, or talk to us about the right tier for your firm. Every plan comes with a 30-day money-back guarantee.

Frequently asked questions

How do you count matters?

We count engaged matters — matters where the client has signed an engagement agreement. Leads, intakes that don't convert, and any pre-engagement activity are unlimited and do not count against your tier limit. You only pay for matters that turn into clients.

What happens if I exceed my engaged-matter limit?

Nothing stops working. If a busy month takes you past your tier's engaged-matter limit, we'll add a matter pack ($50 for 10 engaged matters, $99 for 25, $169 for 50) or help you move to the tier that fits. Matters reset each billing cycle (unused ones don't roll over). Leads remain unlimited at every tier.

How many users do I get?

Each tier is sized by the attorneys at your firm and includes all the seats they need: Solo includes 3 users total for a 1-attorney firm; Practice includes 10 users total for up to 5 attorneys (plus paralegals and staff); Firm includes 25 users total for up to 10 attorneys. Multi-Office and Enterprise plans include custom user counts — talk to sales.

How does MatterReady™ compare to Clio Grow?

Clio Grow is intake-form-and-CRM software bundled with Clio Manage. MatterReady™ is a complete intake-and-readiness platform: structured intake flows, conflict signals, readiness scoring, document automation, e-signature, drip sequences, and consultation scheduling — designed to feed Clio Manage (or any system of record) clean, structured matter data. Firms that already pay for Grow often keep both: Grow for top-of-funnel lead capture, MatterReady™ for the qualification and intake work that turns leads into engaged matters.

What practice areas are included?

All 9 standard practice areas are included on every tier: Estate Planning, Personal Injury, Family Law, Criminal Defense, Bankruptcy, Immigration, Probate, Guardianship, and Business Formation. Custom practice areas beyond the 9 standard are available on Multi-Office and Enterprise tiers.

Can I switch tiers?

Yes, anytime. Upgrades take effect immediately; downgrades take effect at your next billing cycle.

What if it doesn't work for our firm?

Every plan comes with a 30-day money-back guarantee. If MatterReady™ isn't the right fit in your first 30 days, contact us for a full refund.

How does MatterReady™ fit alongside Clio?

MatterReady™ is the qualification layer that feeds Clio clean, structured, conflict-checked data. Qualified matters sync to Clio Manage with contacts, custom fields, documents, and notes already in place. Your system of record stays in Clio — MatterReady™ handles what comes before.

Does MatterReady™ require Clio?

No. MatterReady™ runs standalone as a complete intake and qualification system. The Clio integration is one of several — MatterReady™ also integrates with NetDocuments, Microsoft 365 (Outlook + OneDrive), Google Calendar, Google Local Services Ads, and others. Firms without a practice management system use MatterReady™ as their full intake-to-handoff pipeline. See all integrations.

What if I need a custom integration?

Concierge implementation covers setup of MatterReady™'s existing integrations — Clio, NetDocuments, Microsoft 365, Google, LawPay, and the AI chatbot. Building a new integration to a tool we don't yet support is available to any firm through MatterReady Consulting, scoped and quoted per project. On any plan, tell us what you use — we prioritize new integrations by what firms ask for. Developers can also build their own connections with the open REST API.