Onboarding
Up and running in an hour
MatterReady is live the moment you sign up. Most firms are taking real intakes within the first hour, and the depth accumulates from there — not because the platform takes a month to set up, but because that's how long it takes you to want the next thing.
The first hour
From signup to a live intake URL
No engineering. No data migration project. No long config phase before the platform starts working.
Sign up — about 5 minutes
Pick a tier, enter your firm details, pay. Your hosted intake URL (yourfirm.matterready.io) is live immediately. You could share it with a client right away — the form already works with sensible defaults.
Add your branding — about 10 minutes
Upload your firm logo, set your accent color, configure your firm name and from-address. Intake forms, emails, and PDFs pick up the branding the next time they render — no rebuild needed.
Pick your practice areas — about 5 minutes
Toggle on the practice areas your firm handles. Each ships with a pre-built intake pack — estate planning, family law, personal injury, criminal defense, bankruptcy, immigration, probate, guardianship, business formation — ready to use with sensible defaults.
Test the flow — about 10 minutes
Most firms test the intake on themselves first: create a test lead, click Send Intake, fill out the form, and walk through the staff-side review. Once you're comfortable, share your intake URL on your website or send it directly to a real client. Either path works the same day.
Optional: connect your domain — about 30 minutes
Prefer intake.yourfirm.com over the hosted URL? Add a CNAME record at your DNS provider. MatterReady handles SSL automatically. No developer required.
That's the “same day live” promise — under an hour of actual work, and most of it is administrative (entering your firm details, choosing colors).
The first day
Real intakes start flowing
As soon as the first client completes an intake, every qualification feature is already running — no additional configuration needed.
- Readiness scoring — every submission is automatically scored for completeness
- Conflict signals — name and entity matching against your existing client history (if Clio is connected; standalone matching against your prior MatterReady submissions otherwise)
- Planning Scope (estate planning) — every intake classified as Core, Enhanced, or Comprehensive based on triggers in the answers
- Attorney-ready summaries — structured PDFs delivered to staff and attorneys with all relevant details
- Document uploads — clients attach required documents during intake; no follow-up emails chasing missing files
The first week
Integrations come online as you need them
None of these are required to operate, but most firms connect at least one in the first week.
Clio Manage + Grow — 15 minutes
OAuth from Settings. Qualified matters sync to Clio with contacts, custom fields, documents, and notes already in place. Until then, MatterReady runs standalone — your intakes are still captured and qualified.
Document templates — under an hour
Pick from pre-built engagement letters and intake-summary templates, or upload your own DOCX. MatterReady fills in client data and generates ready-to-send PDFs.
NetDocuments, Microsoft 365, Google — 10 minutes each
Document sync (NetDocuments / OneDrive / SharePoint), calendar sync (Google + Outlook), Google Local Services Ads lead capture. Each is a single OAuth, optional.
Drip sequences + stall detection — 30 minutes
Seven pre-built drip sequences ship enabled by default. Stall detection runs on every lead with practice-area-tuned thresholds. Optional to customize.
Ongoing
Depth accumulates, not configuration
The platform doesn't have a “Phase 2” that unlocks after a month-long setup. The Control Tower, analytics, and optimization features are all available from day one — they become more useful as you accumulate data.
Week 2-3
- Tune your intake pack — turn sections on or off, adjust tone, swap profiles
- Configure stall thresholds per practice area
- Set up scheduling routing (which attorney sees which leads)
- Connect marketing attribution (Google Ads, Search Console)
Month 1+
- Control Tower dashboard with operational visibility
- Growth Intelligence — source quality, spend efficiency, market data (Firm tier and above)
- Custom integrations and pack adjustments as your practice grows
- Add or drop practice areas at any time without redoing intake setup
What if I want help with setup?
Self-serve onboarding is the default and what most firms use. Optional one-time engagements available if you'd rather have someone walk you through:
- Self-Serve Setup (free) — Documentation, knowledge base, email support. Most firms live the same day.
- Guided Onboarding ($499 one-time) — 2-hour kickoff call, integration walkthrough, intake pack customization, 30-day check-in.
- MatterReady Concierge ($2,000 one-time) — Full integration setup, custom intake pack tuning, intake portal embedded into your website, 60-day support, staff training session. Included free with annual prepay on Firm tier and above.
Ready to start?
Sign up, brand your intake, send your first form — typically in under an hour. If MatterReady isn't the right fit, every plan comes with a 30-day money-back guarantee.
Frequently asked questions
How long does it take to get MatterReady set up?
Most firms are live within the first hour of signup. The hosted intake URL is active immediately. Branding, practice-area selection, and the first intake form go out the same day. Integrations and optimization happen over the first week as you confirm what you need — none of it blocks going live.
Do I need engineering or IT support?
No. The hosted intake URL (like smithlaw.matterready.io) is active the moment you sign up. Add it to your website, your email signature, or share it directly. Custom domains require a single DNS change.
When can I connect Clio?
Whenever you're ready — usually within the first week. Clio Manage and Clio Grow integration is a 15-minute OAuth connection from Settings. Connecting Clio later doesn't require redoing anything.
What if we change our minds?
Every plan comes with a 30-day money-back guarantee. See the pricing page for details.