Every incomplete intake costs your attorneys time they can't bill
MatterReady collects structured intake, qualifies every matter automatically, and sends only complete files to your practice management system — so attorneys review ready matters instead of chasing details.
Designed for modern law firms using Clio, NetDocuments, and Microsoft 365.
Built and operated in the United States with engineering based in New Mexico.
Operations
Your Intake Control Tower
MatterReady gives your firm a single operational view of intake readiness, lead status, and attorney capacity.
Managing partners open the Control Tower each morning to see which matters are ready, which leads need attention, and where attorney capacity exists.
Today's Priorities
- 1Follow up with Maria ChenPI — initial consult incompleteNow
- 2Review engagement letter — Thompson EstateEstate planning — awaiting signatureToday
- 3Schedule consultation — Ramirez family matterFamily law — requested callbackToday
- 4Send intake form to David ParkCriminal defense — web form leadSoon
Pipeline Flow
Capacity
Revenue
Speed to Lead
Origination Funnel
- Which matters are ready for attorney review
- Leads at risk of going stale
- Attorney capacity and workload visibility
Intelligence
Origination Intelligence
Origination intelligence shows how matters enter your firm — from first contact through engagement. MatterReady provides operational visibility into the entire intake pipeline so your team can manage intake operations with data, not guesswork.
- Which leads are most likely to convert
- Where matters stall before engagement
- Attorney capacity across practice areas
- Revenue at risk from stalled leads
- First-contact response time
These signals operate before a matter is opened — across the origination lifecycle between lead generation and your practice management system.
Intake
Structured Client Intake — Done Once, Done Right
Prospective clients complete guided intake designed for your practice area. Information arrives structured, validated, and ready for review.
Guided Intake
Clients answer structured questions tailored to their matter type. Intake forms adapt based on responses so clients never see long generic questionnaires.
- Estate planning assets and fiduciary nominees
- Personal injury incident and insurance details
- Family law opposing party and custody factors
- Criminal defense charges and prior history
Pre-built intake packs for 9 practice areas including bankruptcy, immigration, probate, guardianship, and business formation.
Intelligent Validation
MatterReady validates contact details, required fields, and practice-specific information before intake submission.
- Email and phone validation
- Required document uploads
- Conditional fields based on responses
Attorney-Ready Summary
Completed intake produces a structured summary including conflict signals, client details, documents, and readiness scoring.
About the People in Your Life
How MatterReady Works
1. Collect
Structured intake forms, AI chatbot, and Google LSA sync — every source feeds into one normalized pipeline. No data re-entry.
2. Qualify
Every matter is scored for readiness. Conflict signals surface before engagement. Missing information triggers automated follow-up. Attorneys don't review incomplete files.
3. Hand off
When a matter is ready, it flows to your practice management system with contacts, documents, and notes already in place. Clean data, no manual entry.
Works with the systems firms already use
See what your attorneys actually receive
When a matter reaches readiness, MatterReady produces an attorney-ready summary. This is what replaces the incomplete email or half-filled PDF your team is working from today.
Readiness summary
Each qualified matter includes:
- Readiness score with tier (Core / Enhanced / Comprehensive)
- Structured client contact information — validated and normalized
- Practice-area specific details collected through guided intake
- Relevant dates, opposing party information, and financial details
- Attached documents — uploaded files, signed engagement letters
- Intake source and attribution (web form, chatbot, LSA, Clio Grow)
Conflict signal report
Before any attorney reviews a matter:
- Name and entity matching against existing contacts and matters
- Opposing party cross-reference across your full client history
- Flagged matches with confidence indicators
- Clear notation: flags for review, not automated decisions
Conflict signals are informational flags. Your attorneys make every determination. MatterReady does not provide legal conclusions.
Pre-built intake packs for 9 practice areas — including personal injury, criminal defense, bankruptcy, immigration, and business formation — collect the right information from the start. How intake packs work →
Built for firms that handle real intake volume
- Firms receiving 20+ leads per month
- Firms using Clio Manage or NetDocuments
- Firms that want attorneys reviewing only complete matters
- Estate planning, family law, personal injury, criminal defense, bankruptcy, immigration, business formation, and more
Integrations
Connected to your firm's existing systems
MatterReady is pre-matter readiness infrastructure — the qualification layer between your lead sources and your practice management system. Lead Sources → Intake → Qualification → Engagement → Practice Management. Every integration is optional. Your system of record stays yours.
Lead capture
Hosted intake forms, AI chatbot widget, Google Local Services Ads sync. Every lead source feeds into one normalized pipeline with source attribution intact.
Practice management
Qualified matters push to your practice management system. Deepest integration with Clio Manage and Clio Grow — contacts, custom fields, documents, and notes sync automatically.
Document management
NetDocuments integration for firms that store documents outside their PMS. Intake documents and signed agreements sync to the matter. Microsoft OneDrive and SharePoint metadata tracking available.
Scheduling
Built-in consultation scheduler with Google Calendar and Outlook sync. Practice area routing, no-show tracking, and automatic status updates. No separate scheduling tool needed.
Marketing attribution
Google Analytics, Google Ads, and Search Console integration. Track which campaigns produce qualified matters — not just clicks, but matters that reach readiness.
AI assistants
Model Context Protocol (MCP) for AI assistants like Claude. Operational signals only — no client PII exposed. Revocable API keys with full audit logging.
Positioning
Where MatterReady Fits
MatterReady is not a replacement for your practice management system. It is the operational layer that sits between your lead sources and your system of record.
What MatterReady does
- Collects and structures client intake
- Validates information before attorney review
- Scores matters for readiness
- Surfaces conflict signals
- Manages lead pipeline and capacity
What your PMS does
- Manages open matters and case files
- Tracks time and generates invoices
- Stores documents long-term
- Handles billing and trust accounting
- Manages calendaring and deadlines
MatterReady sends qualified, complete matters to Clio with contacts, documents, and notes already in place. Your PMS receives clean data instead of incomplete intake forms.
Trust
Conservative automation by design
MatterReady automates data collection, normalization, and scoring. It does not automate decisions. This distinction matters in legal work.
What MatterReady automates
- Intake data collection and validation
- Readiness scoring based on field completeness
- Conflict signal matching against existing records
- Follow-up sequences for missing information
- Data sync to downstream systems
What stays with your attorneys
- Every conflict determination
- Every engagement decision
- Every matter acceptance or decline
- Every document review before client signing
- Every referral decision
Readiness scores indicate data completeness, not case merit. Conflict signals are flags for review, not legal conclusions. MatterReady does not manage open matters, track time, or generate invoices — your practice management system handles that.
Built for real law firm operations
- Designed by a practicing law firm
- Built specifically for structured legal intake
- Works with Clio Manage and NetDocuments
Getting started
Most firms are live the same day. Add a link to your website, connect your integrations, and start receiving qualified matters. No engineering support required.
Hosted intake
Your firm receives a hosted URL like smithlaw.matterready.io. Add it to your website, email signature, or contact page. Clients complete intake there; qualified matters flow to your dashboard.
Custom domain (optional)
Prefer intake.smithlaw.com? Make a DNS update; MatterReady handles the SSL certificate. No developer required.