Our approach

Law firms handle sensitive client information. We built MatterReady with that responsibility in mind. Our approach is conservative by design: we do less, not more, and we keep attorneys in control.

What we don't collect

No Clio credentials

We never ask for or store your Clio login credentials. Integration happens through authorized API access that you control and can revoke at any time.

No passwords or secrets

Client intake forms don't collect passwords, financial account numbers, or other sensitive credentials. We collect matter information, not security-sensitive data.

No unnecessary data

Intake forms are designed to collect what's needed for matter qualification. We don't gather information beyond what serves the intake process.

What we don't do

No legal advice

MatterReady does not provide legal advice, ever. We help organize and qualify intake information. Legal judgment remains entirely with your attorneys.

No automated decisions

Conflict signals are flags for review, not determinations. Qualification scores indicate completeness, not case merit. Your team makes every decision that matters.

Limited draft preparation

In select jurisdictions, MatterReady can prepare draft documents—but only when matters meet qualification thresholds, and always for attorney review.

Attorney review is final

MatterReady surfaces information and signals. It does not make decisions for your firm. Every conflict flag requires attorney review. Every matter requires attorney approval before proceeding.

We've designed the system this way intentionally. Automation should reduce manual work, not replace professional judgment.

Data handling

Client intake information is stored securely and handled according to industry-standard practices. We use encryption in transit and at rest. Access is limited to authorized personnel.

We don't sell data. We don't use your client information for purposes beyond providing the MatterReady service to your firm.

Backups and data portability

Your data belongs to you. We provide automated protection and give you the tools to export and restore your information.

Automated daily snapshots

MatterReady creates encrypted snapshots of your firm's data daily. Snapshots are retained according to your plan's retention policy. This happens automatically—no configuration required.

Self-service restore

Firm administrators can restore from any available snapshot directly from the admin settings. No support ticket needed.

Full data exports

You can export all your firm's data at any time—leads, intakes, documents, and settings. Exports are encrypted and can be used to migrate to another system or for your own records.

If you leave MatterReady, you take your data with you. We don't hold your information hostage.

Security & Trust