Pricing
One plan. One price. Your whole firm.
per firm, billed monthly
- Up to 10 users (staff + attorneys)
- Unlimited intake collection
- Clio and NetDocuments integration
- Unlimited engagement agreements
- Cancel anytime
- 30-day money-back guarantee
Annual billing available at $3,990/year (two months free).
Who MatterReady is for
Good fit
- Firms using practice management systems that need clean data
- Firms where intake is handled by staff, not attorneys
- Practices that want structured, consistent intake
- Teams managing high consultation volume across practice areas
- Firms tired of chasing clients for missing information
Not the right fit
- Firms that need litigation management or case tracking
- Firms looking for a full practice management replacement
MatterReady is pre-matter readiness infrastructure, not a practice management system. It works alongside your system of record, not instead of it.
Does it pay for itself?
Most firms recover the cost of MatterReady within the first month. Here's how to think about it:
Attorney time saved
When matters arrive qualified and complete, attorneys spend less time on intake follow-up. If MatterReady saves an attorney 2–3 hours per week of unproductive time, that's typically worth $500–$1,000+ in billable capacity.
Typical range — varies by practice area and billing rate.
Staff time recovered
Office managers and paralegals spend less time chasing missing documents, re-entering data, and managing spreadsheets. Structured intake automates the work that used to fill their mornings.
Fewer dropped leads
Stall detection and automated follow-up sequences keep leads from falling through the cracks. One recovered matter typically covers several months of MatterReady.
What's included
Intake & Qualification
- Practice-area intake packs with profiles and complexity detection
- AI-powered readiness scoring (Core / Enhanced / Comprehensive)
- Conflict signals surfaced before attorney review
- Attorney-ready PDF summaries for each intake
- AI chatbot for conversational intake 24/7
Pipeline & Automation
- Kanban pipeline with 12-state lead lifecycle
- Stall detection with automatic email alerts
- 7 pre-built drip sequences
- Consultation scheduler with multi-calendar sync
- Document generation and e-signatures
- Referral handoff with partner portal
Integrations
- Practice management sync (deepest with Clio)
- Google Local Services Ads lead capture
- Google Analytics and Ads attribution
- Microsoft 365 (Outlook calendar, OneDrive)
Origination Intelligence
- Firm Control Tower dashboard
- Origination intelligence and pipeline visibility
- First-contact velocity and capacity forecasting
- Revenue risk signals for connected billing systems
- AI-powered assignment suggestions
Includes up to 10 users, unlimited intakes, and mobile app access (iOS and Android).
MatterReady vs. generic forms and manual intake
Here's what changes when you replace spreadsheets and contact forms with structured intake infrastructure:
| Capability | Manual / Generic Forms | MatterReady |
|---|---|---|
| Data quality | Freeform, inconsistent | Structured, validated, normalized |
| Readiness assessment | Attorney reviews everything | Scored automatically — review what's ready |
| Conflict awareness | Discovered after engagement | Flagged before attorney review |
| Follow-up | Manual email chains | Automated drip sequences |
| Scheduling | Separate tool ($$$) | Built-in, multi-calendar |
| PMS handoff | Manual data re-entry | Automated sync (deepest with Clio) |
| Revenue risk | Manual invoice review | Operational signals for connected billing systems |
No setup fee required
MatterReady does not charge a required setup fee. Most firms are live the same day they sign up. You get access to everything — intake forms, qualification scoring, conflict signals, integrations — without paying extra to get started.
Optional onboarding and configuration services are available for firms that want guided setup or have specific operational requirements. These are one-time engagements, not ongoing consulting.
Why firm-wide pricing
Per-seat pricing creates friction — it discourages firms from giving access to the people who need it. We price by firm because intake is a firm-wide function. When a new matter comes in, the right people should be able to see it, review it, and act on it without anyone checking license counts.
More than intake forms
MatterReady isn't a form builder and it isn't a practice management replacement. It's pre-matter readiness infrastructure — qualification, conflict signals, scheduling, and clean handoff to your practice management system. Your system of record stays yours.
No free trial. Paid from day one — backed by a 30-day money-back guarantee.
Frequently Asked Questions
Is MatterReady too much for a small firm or solo attorney?
No. MatterReady is commonly used by firms with one to three attorneys. The flat firm-wide price avoids per-user fees and gives small firms room to grow without changing plans.
Is there a free trial?
No. MatterReady is paid from day one. We offer a 30-day money-back guarantee — if it's not the right fit, we'll refund your first month, no questions asked.
What's the difference between MatterReady and Clio Grow?
Clio Grow is a CRM for tracking leads and marketing. MatterReady is intake infrastructure — we focus on collecting complete, structured client information, qualifying matters, and surfacing conflict signals before attorney review. MatterReady syncs qualified matters into Clio. They work together.
Can I try it before buying?
Yes. Our interactive demo lets you explore MatterReady with realistic sample data. You can see exactly how intake, qualification, and document generation work before committing.
How long does setup take?
Most firms are live the same day they sign up. MatterReady comes pre-configured for common practice areas. You can customize intake forms, add your branding, and connect your integrations in under an hour.
Do I need technical help to get started?
No. MatterReady is designed for self-serve setup. You'll get a hosted intake link like yourfirm.matterready.io that you can add to your website immediately. No developer required.
What if I need more than 10 users?
Contact us at hello@matterready.io. We offer custom pricing for larger firms that need more seats.
Do I need Calendly or another scheduling tool?
No. MatterReady includes a built-in consultation scheduler with multi-calendar sync (Google, Outlook, Clio). It routes by practice area, tracks no-shows, and updates lead status automatically. No separate subscription needed.
What is revenue risk detection?
Revenue risk detection surfaces operational signals about potential revenue leakage or billing inconsistencies in connected systems like Clio. It flags entries that may need attention before invoices go out. MatterReady does not manage billing or invoicing — these are informational signals for your team to review.
Is my data backed up?
Yes. MatterReady creates encrypted snapshots of your data daily. Firm administrators can restore from any available snapshot directly from admin settings. You can also export all your data at any time. See our Security & Trust page for details.
What if I need help?
We offer optional implementation services for firms that want guided setup or have specific requirements. These are one-time engagements, not ongoing consulting fees. Reach out to hello@matterready.io to discuss.