Platform Features
Pre-matter readiness infrastructure — everything from lead capture through qualification and handoff to your practice management system.
Intake
Intake Infrastructure
Every lead source feeds into one structured pipeline. MatterReady collects the right information for each practice area from the start.
Practice-Area Intake Packs
Nine pre-built packs covering estate planning, family law, personal injury, criminal defense, bankruptcy, immigration, probate, guardianship, and business formation. Each includes profiles, configurable sections, and complexity detection.
AI Chatbot
Conversational intake on your website, 24/7. Visitors describe their situation; the chatbot collects structured data, routes by practice area, and creates pipeline leads. Spanish supported.
Mobile Intake
Clients complete intake from their phone, upload documents with their camera, and track matter status. Available for iOS and Android.
Qualification
Qualification & Readiness Scoring
Every matter is scored for completeness before attorney review. Your firm defines what “ready” means for each practice area.
Three-Tier Scoring
Core, Enhanced, or Comprehensive. Your team sees at a glance which matters are complete and which need follow-up.
Conflict Signals
Party matching, related entities, and opposing party flags surface before attorney review. Signals for review, not automated decisions.
Complexity Detection
Intakes are scored against practice-area complexity factors. Complex matters are flagged before the attorney opens the file.
Pipeline & Automation
Track every lead from first contact through engagement. Automated follow-up keeps matters moving without manual effort.
Kanban Pipeline
Visual boards show where each matter stands across a 12-state lifecycle. Drag-and-drop or let automation handle state changes.
Drip Sequences
Seven pre-built email automations for the full lead lifecycle. Trigger-based enrollment with open and click tracking.
Stall Detection
Automatic alerts when leads go cold. Configurable thresholds per practice area catch stalled matters before they slip away.
Consultation Scheduler
Built-in scheduler with Google Calendar and Outlook sync. Practice area routing, no-show tracking, and automatic lead status updates. No separate tool needed.
Operations
Control Tower Operations
A single operational view for managing partners and practice managers. Open it every morning and know where things stand.
Firm Control Tower
- Firm health status at a glance
- First-contact velocity — how fast your team responds
- Attorney workload and capacity forecasting
- Pipeline velocity trends
- AI-powered assignment suggestions
Revenue Risk Detection
Operational signals that surface potential revenue leakage or billing inconsistencies in connected systems. Flags entries that may need attention before invoices go out.
Revenue risk detection is an operational signal — MatterReady does not manage billing or invoicing.
Origination Intelligence
Origination intelligence shows how matters enter your firm — from first contact through engagement. These signals help managing partners understand firm workload before matters open.
- Pipeline velocity tracking — where matters move and where they stall
- First-contact response time — how fast your team reaches new leads
- Capacity forecasting — projected workload 30 days out
- Revenue risk detection — stalled leads and at-risk pipeline value
- Assignment recommendations — balance workload across attorneys
These signals operate across the origination lifecycle — before a matter is opened in your practice management system.
Documents & Engagement
Generate engagement letters, collect signatures, and hand off referrals — all within the intake workflow.
Document Generation
Generate engagement letters, retainer agreements, and legal documents from templates. Client and matter data populate automatically.
Multi-Party E-Signatures
Sequential signing ensures attorneys review before clients sign. Full audit trail with timestamps and IP addresses.
Referral Handoff
One-click referral to partner attorneys. Secure portal for partners to review case details. Complete audit trail for every handoff.
Integrations
What connects, what data flows, and what stays in your practice management system.
Practice Management
Deepest integration with Clio Manage and Clio Grow. Contacts, matters, documents, and notes sync automatically. Additional PMS support available.
Calendar sync for scheduling. Local Services Ads lead capture. Analytics, Ads, and Search Console for attribution tracking.
Microsoft 365
OneDrive and SharePoint document tracking. Outlook calendar sync for scheduling. File contents stay in your Microsoft tenant.
AI Assistants
Model Context Protocol (MCP) for tools like Claude. Operational signals only — no client PII exposed. Revocable API keys with audit logging.
Ready to see it in action?
Explore the platform with realistic sample data, or talk to us about your firm's needs.