Why MatterReady

Intake tools collect information. MatterReady qualifies it.

The problem with intake forms

Most law firms already have some form of intake. A contact form on the website. A CRM. A PDF that gets emailed around. The problem isn't collecting information—it's that the information arrives incomplete, inconsistent, and unqualified.

Staff spend hours chasing missing details. Attorneys review matters that aren't ready. Conflicts surface after time has been invested. Data gets re-entered manually, introducing errors along the way.

MatterReady addresses the gap between first contact and a matter that's actually ready for attorney review.

How MatterReady is different

Generic intake forms

  • Collect freeform text
  • No validation or completeness checks
  • Same form for every matter type
  • No conflict awareness
  • Manual data entry into your systems
  • Staff determine readiness by review

MatterReady

  • Structured, normalized data
  • Completeness scoring built in
  • Adaptive forms by practice area
  • Early conflict signals
  • Clean handoff to your systems
  • Qualification visible at a glance

Compared to CRM intake

CRMs are built for managing leads and client relationships. MatterReady serves a different purpose: qualifying and preparing matters before they enter your practice management system.

CRM intake forms

Lead management and client relationship tracking. Basic intake forms. Pipeline visualization. Works well for tracking who contacted you and when.

MatterReady

Matter qualification and readiness infrastructure. Structured intake with scoring. Conflict signals. Works well for ensuring matters are complete before attorney review.

MatterReady works alongside your existing tools. We handle qualification; the qualified matter flows to your practice management system.

What matters to firms like yours

Structured data

Information arrives in consistent formats. Names are normalized. Dates are validated. Your team doesn't interpret freeform text.

Readiness scoring

Every intake is scored for completeness. Core, Enhanced, or Comprehensive. Attorneys know what's ready without reviewing every file.

Consistency

Every matter goes through the same qualification process. No variation based on who handles intake or how busy the office is.

For firms that care about getting it right

MatterReady is built for firms that want intake to be a reliable process, not a source of surprises. Firms where managing partners ask:

  • "Why did we miss that conflict?"
  • "Why wasn't this information collected upfront?"
  • "Why are we spending attorney time on incomplete matters?"
  • "Why does every new matter require data entry?"

If these questions sound familiar, MatterReady may be worth a conversation.

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