Pricing
One plan. One price. Your whole firm.
per firm, billed monthly
- Includes up to 10 users (staff + attorneys)
- Unlimited intakes
- Unlimited documents & engagement agreements
- No per-seat pricing as your firm grows
- Cancel anytime
- 30-day money-back guarantee
Annual billing available at $3,990/year (two months free).
Who MatterReady is for
Good fit
- Solo attorneys and firms with 1–10 attorneys
- Firms using Clio Manage, Clio Grow, or both
- Firms where intake is handled by staff, not attorneys
- Practices that want structured, consistent intake
- Firms tired of chasing clients for missing information
Not the right fit
- Firms that need litigation management or case tracking
- Firms looking for a full practice management replacement
- High-volume PI mills that need call center integration
- Firms with fewer than 5 new matters per month
MatterReady is intake infrastructure, not a practice management system. It works alongside Clio, not instead of it.
Does it pay for itself?
Most firms recover the cost of MatterReady within the first month. Here's how to think about it:
Attorney time saved
When matters arrive qualified and complete, attorneys spend less time on intake follow-up. If MatterReady saves an attorney 2–3 hours per week of unproductive time, that's typically worth $500–$1,000+ in billable capacity.
Typical range — varies by practice area and billing rate.
Staff time recovered
Office managers and paralegals spend less time chasing missing documents, re-entering data, and managing spreadsheets. Structured intake automates the work that used to fill their mornings.
Fewer dropped leads
Stall detection and automated follow-up sequences keep leads from falling through the cracks. One recovered matter typically covers several months of MatterReady.
What's included
- Hosted client intake forms tailored to your practice areas
- AI-powered qualification scoring for every matter
- Conflict signals surfaced before attorney review
- Pipeline management with Kanban boards
- Stall detection with automatic email alerts
- Attorney-ready PDF summaries for each intake
- Document generation and e-signatures
- Referral handoff with partner portal
- Consultation scheduler with multi-calendar sync
- Drip sequences with 7 pre-built email automations
- Billing intelligence with ML-powered anomaly detection
- Mobile app for staff and clients (iOS and Android)
- Up to 10 users across your firm
Integrations
- Bidirectional sync with Clio Manage and Clio Grow
- Google Local Services Ads lead capture
- Google Analytics integration
- Google Ads attribution tracking
- Microsoft 365 (Outlook calendar, OneDrive document tracking)
- Embeddable AI chat widget
Operational Intelligence
- Firm Control Tower dashboard
- First-contact velocity tracking
- 30-day capacity forecasting
- Pipeline velocity and conversion metrics
- Revenue-at-risk detection
- Attorney workload distribution
- AI-powered assignment suggestions
MatterReady vs. generic forms and manual intake
Here's what changes when you replace spreadsheets and contact forms with structured intake infrastructure:
| Capability | Manual / Generic Forms | MatterReady |
|---|---|---|
| Data quality | Freeform, inconsistent | Structured, validated, normalized |
| Readiness assessment | Attorney reviews everything | Scored automatically — review what's ready |
| Conflict awareness | Discovered after engagement | Flagged before attorney review |
| Follow-up | Manual email chains | Automated drip sequences |
| Scheduling | Separate tool ($$$) | Built-in, multi-calendar |
| Clio handoff | Manual data entry | Bidirectional sync |
| Billing review | Manual invoice review | ML-powered anomaly detection |
No setup fee required
MatterReady does not charge a required setup fee. Most firms are live the same day they sign up. You get access to everything — intake forms, qualification scoring, conflict signals, Clio integration — without paying extra to get started.
Optional onboarding and configuration services are available for firms that want guided setup or have specific operational requirements. These are one-time engagements, not ongoing consulting.
Why firm-wide pricing
Per-seat pricing creates friction. It discourages firms from giving access to the people who need it — intake staff, paralegals, office managers. It turns software into something you ration instead of something you use.
We price by firm because intake is a firm-wide function. When a new matter comes in, the right people should be able to see it, review it, and act on it without anyone checking license counts.
More than intake forms
MatterReady isn't just a form builder. It's intake infrastructure and operational intelligence — qualification, conflict signals, billing anomaly detection, consultation scheduling, and clean handoff to Clio.
No free trial. Paid from day one — backed by a 30-day money-back guarantee.
Frequently Asked Questions
Is MatterReady too much for a small firm or solo attorney?
No. MatterReady is commonly used by firms with one to three attorneys. The flat firm-wide price avoids per-user fees and gives small firms room to grow without changing plans.
Is there a free trial?
No. MatterReady is paid from day one. We offer a 30-day money-back guarantee — if it's not the right fit, we'll refund your first month, no questions asked.
What's the difference between MatterReady and Clio Grow?
Clio Grow is a CRM for tracking leads and marketing. MatterReady is intake infrastructure — we focus on collecting complete, structured client information, qualifying matters, and surfacing conflict signals before attorney review. MatterReady syncs qualified matters into Clio. They work together.
Can I try it before buying?
Yes. Our interactive demo lets you explore MatterReady with realistic sample data. You can see exactly how intake, qualification, and document generation work before committing.
How long does setup take?
Most firms are live the same day they sign up. MatterReady comes pre-configured for common practice areas. You can customize intake forms, add your branding, and connect to Clio in under an hour.
Do I need technical help to get started?
No. MatterReady is designed for self-serve setup. You'll get a hosted intake link like yourfirm.matterready.io that you can add to your website immediately. No developer required.
What if I need more than 10 users?
Contact us at hello@matterready.io. We offer custom pricing for larger firms that need more seats.
Do I need Calendly or another scheduling tool?
No. MatterReady includes a built-in consultation scheduler with multi-calendar sync (Google, Outlook, Clio). It routes by practice area, tracks no-shows, and updates lead status automatically. No separate subscription needed.
What is Billing Intelligence?
Billing Intelligence is an ML-powered module that analyzes time entries and invoices for anomalies — unusual durations, mismatched descriptions, entries that don't align with matter activity. It flags potential billing leakage before invoices go out, helping firms recover revenue they might otherwise miss.
Is my data backed up?
Yes. MatterReady creates encrypted snapshots of your data daily. Firm administrators can restore from any available snapshot directly from admin settings. You can also export all your data at any time. See our Security & Trust page for details.
What if I need help?
We offer optional implementation services for firms that want guided setup or have specific requirements. These are one-time engagements, not ongoing consulting fees. Reach out to hello@matterready.io to discuss.