Integrations
Lead sources on the left, practice management on the right. MatterReady normalizes data in between.
Pre-matter readiness infrastructure
MatterReady sits between your lead sources and your practice management system: Lead Sources → Intake → Qualification → Engagement → Practice Management.
What connects, what data flows, and what stays in your practice system — that's what this page covers. Every integration is optional. Your practice management system remains your system of record.
Lead capture — what connects
Every lead source feeds into one structured pipeline with source attribution intact.
Hosted intake forms
Your firm gets a hosted URL like smithlaw.matterready.io. Practice-area specific forms collect structured, validated data. Add the link to your website, email signature, or contact page.
AI chatbot widget
Embed a conversational intake assistant on your website with one script tag. Visitors describe their situation in natural language; the chatbot collects structured data, routes by practice area, and creates pipeline leads. Responds in Spanish automatically when visitors write in Spanish.
Google Local Services Ads
LSA leads sync into MatterReady automatically. No manual entry, no copy-pasting from your Google dashboard. Leads arrive with source attribution and contact details intact.
Clio Grow
Leads from Grow flow into MatterReady for qualification. Bidirectional — status updates and enriched data sync back to Grow as leads progress through intake. Your marketing CRM stays current.
Custom domain option available — use something like intake.smithlaw.com. DNS update only; MatterReady handles the SSL certificate.
Practice management — what data flows
When a matter is ready, MatterReady pushes it to your practice management system with contacts, documents, and notes in place.
Clio Manage & Clio Grow
Deepest integration available. Qualified matters sync with contacts, custom field mappings, documents, and notes. Existing contacts are matched by email, phone, and name to prevent duplicates. Staff mappings ensure the right attorney is assigned. Bidirectional — MatterReady reads from Manage and pushes back. Grow leads flow in for qualification and status updates sync back.
Other practice management systems
MatterReady exports qualified matters in standard formats for import into other systems. Contacts, matter details, documents, and notes are structured and ready to transfer. Contact us for details on your specific practice management system.
Document management — what stays in your systems
NetDocuments
For firms that store documents in NetDocuments, MatterReady syncs intake documents, signed engagement letters, and attorney-ready summaries directly. Documents land organized by matter. Connect via OAuth — MatterReady never sees your NetDocuments password.
Microsoft OneDrive & SharePoint
MatterReady tracks documents stored in OneDrive or SharePoint using metadata only — file contents stay in your Microsoft tenant. Useful for firms that maintain SharePoint document libraries alongside Clio.
Built-in document generation
MatterReady generates engagement letters and legal documents from templates with multi-party e-signatures. Signed documents sync to Clio or NetDocuments automatically.
Scheduling — built in, not bolted on
Built-in consultation scheduler. No Calendly or Acuity needed.
Calendar sync
Real-time availability checking against Google Calendar and Outlook. Booked consultations appear on your calendar automatically. Practice area routing ensures clients book with the right attorney.
Pipeline integration
When a consultation is booked, the lead's pipeline status updates automatically. No-shows are tracked. Rescheduling and cancellation are self-serve for clients.
Marketing attribution — what produces qualified matters
Track which sources produce matters that reach readiness, not just clicks and conversions.
Google Analytics
Connect GA4 to see how website visitors become intake submissions. Understand which pages drive leads and where visitors drop off.
Google Ads
Track which ad campaigns and keywords produce qualified matters, not just clicks. Attribution flows from ad click through intake to matter qualification.
Search Console
See which search queries bring visitors to your intake pages. Connect organic search performance to actual pipeline outcomes.
AI assistants — operational access via MCP
MatterReady exposes an API through the Model Context Protocol (MCP), letting AI assistants like Claude access your firm's operational data securely.
What AI assistants can see
Operational signals only — pipeline status, priority scores, due dates, capacity metrics, and risk levels. Useful for morning triage, follow-up planning, or surfacing matters that need attention.
What they cannot see
Client PII is never exposed. No names, contact information, case narratives, or document contents are sent to external AI systems. Each MCP connection uses a separate, revocable API key with full audit logging.
MCP access is optional and disabled by default. Enable it from admin settings. See Security & Trust for details.
Data normalization
Information from different sources arrives in different formats. MatterReady normalizes everything before scoring or syncing.
- Names are parsed and standardized (first, last, middle, suffix)
- Phone numbers are validated and formatted
- Addresses are structured into discrete fields
- Dates are validated and stored in consistent formats
- Practice area classification is applied regardless of source
- Source attribution is preserved through the entire pipeline
The result: when a matter syncs to Clio or appears in an attorney-ready summary, the data is consistent regardless of how it entered the system.
No vendor lock-in
MatterReady complements your existing systems — it does not replace them. Your practice management system manages open matters, billing, and case workflow. MatterReady handles the intake qualification work that happens before a matter is ready for your system of record.
- Your practice management system remains your system of record
- Every integration uses standard OAuth or API keys — revocable at any time
- Full data export available from admin settings at any time
- Data synced to your practice management system or document management system belongs to those systems — removing MatterReady doesn't remove your data
- No proprietary data formats — exports use standard JSON and CSV
- Cancel anytime with 30-day money-back guarantee
Self-serve setup
Every integration is self-serve from your admin settings. OAuth for Clio, Microsoft, and NetDocuments — you authorize through their own login pages. API keys for Google services. One script tag for the chatbot.
Most firms connect everything they need in under an hour. If you need help, reach out to hello@matterready.io.