Pricing
Plans that scale with engaged matters — not leads, not headcount. Leads are unlimited; we only count matters that reach engagement. Every plan includes structured intake, conflict signals, and readiness scoring. Integrates with Clio, NetDocuments, Microsoft 365, and Google — or runs standalone if you don't use a practice management system. Built with a practicing law firm.
1 attorney
billed monthly
Up to 5 attorneys
billed monthly
Up to 10 attorneys
billed monthly
Multi-office and enterprise pricing available — talk to sales for SSO, custom integrations, and dedicated implementation.
Every plan includes a 30-day money-back guarantee.
Add-on capacity
Buy a pack anytime. Apply to any tier. No surprise upgrades, no service interruption. Packs apply to engaged matters — leads stay unlimited.
matters
matters
matters
Packs apply within your current billing month. Configurable auto-purchase or one-click manual purchase. Unused matters do not roll over.
Compare tiers
Card highlights cover what each tier is for. The table below shows the granular differences once you start growing.
| Feature | Solo | Practice | Firm | Multi-Office | Enterprise |
|---|---|---|---|---|---|
| Capacity | |||||
| Engaged matters / month | 15 | 30 | 100 | 300 | Unlimited |
| Leads | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Practice areas | All 9 | All 9 | All 9 | All 9 + custom | All 9 + custom |
| Attorneys | 1 | Up to 5 | Up to 10 | Custom | Custom |
| Users (total seats) | 3 | 10 | 25 | Custom | Custom |
| Intake & integrations | |||||
| Hosted intake URL + custom domain | ✓ | ✓ | ✓ | ✓ | ✓ |
| Conflict signals + readiness scoring | ✓ | ✓ | ✓ | ✓ | ✓ |
| Clio Manage + Clio Grow integration | ✓ | ✓ | ✓ | ✓ | ✓ |
| NetDocuments, M365, Google integrations | — | ✓ | ✓ | ✓ | ✓ |
| AI chatbot widget | — | ✓ | ✓ | ✓ | ✓ |
| Custom intake pack tuning | — | ✓ | ✓ | ✓ | ✓ |
| Operations | |||||
| Operational dashboard (Control Tower) | — | — | ✓ | ✓ | ✓ |
| Marketing attribution + Growth Intelligence | — | — | ✓ | ✓ | ✓ |
| Concierge included with annual prepay | — | — | ✓ | ✓ | ✓ |
| Enterprise | |||||
| Multi-office routing | — | — | — | ✓ | ✓ |
| Dedicated implementation manager | — | — | — | ✓ | ✓ |
| SSO (SAML / OIDC) | — | — | — | — | ✓ |
| Custom integrations + SLA | — | — | — | — | ✓ |
| Custom data residency | — | — | — | — | ✓ |
Clio ecosystem
MatterReady™ is the qualification layer that feeds Clio clean, structured, conflict-checked data. Qualified matters sync to Clio Manage with contacts, custom fields, documents, and notes already in place. Your attorneys spend their Clio time reviewing matters, not chasing intake details.
MatterReady™ doesn't try to be your case management system. Clio handles open matters, time tracking, billing, and document storage — and does it well. MatterReady™ handles everything that happens before a matter reaches your attorneys' desks.
Implementation
One-time engagements, not ongoing consulting fees. Concierge is included free with annual prepay on Firm tier and above.
Documentation, knowledge base, and email support. Most firms are live the same day they sign up.
2-hour kickoff call, integration walkthrough, intake pack customization, and a 30-day check-in.
Everything in Guided plus full integration setup (Clio, NetDocuments, Microsoft 365, Google LSA), custom intake pack tuning, intake portal embedded into your website, 60-day support, and a staff training session.
Everything in Concierge plus a complete law firm website overhaul with intake pre-wired, practice-area landing pages, mobile-optimized, and SEO baseline.
Multi-office rollouts, custom integrations, change management, and an ongoing implementation manager. Typically $7,500+.
Concierge is free with annual prepay on Firm and above. Talk to sales for the breakdown.
MatterReady™ is pre-matter readiness infrastructure, not a practice management system. It works alongside your system of record, not instead of it.
Explore the demo with realistic sample data, or talk to us about the right tier for your firm. Every plan comes with a 30-day money-back guarantee.
We count engaged matters — matters where the client has signed an engagement agreement. Leads, intakes that don't convert, and any pre-engagement activity are unlimited and do not count against your tier limit. You only pay for matters that turn into clients.
Matter packs apply automatically within your current billing month — $50 for 10 engaged matters, $99 for 25, $169 for 50. No service interruption. We notify you at 50%, 80%, and 100% of your tier's engaged-matter limit so there are no surprises. Leads remain unlimited at every tier.
No. Matters reset each billing cycle. Pack purchases apply within the month they're purchased.
Each tier is sized by the attorneys at your firm and includes all the seats they need: Solo includes 3 users total for a 1-attorney firm; Practice includes 10 users total for up to 5 attorneys (plus paralegals and staff); Firm includes 25 users total for up to 10 attorneys. Multi-Office and Enterprise plans include custom user counts — talk to sales.
Clio Grow is intake-form-and-CRM software bundled with Clio Manage. MatterReady™ is a complete intake-and-readiness platform: structured intake flows, conflict signals, readiness scoring, document automation, e-signature, drip sequences, and consultation scheduling — designed to feed Clio Manage (or any system of record) clean, structured matter data. Firms that already pay for Grow often keep both: Grow for top-of-funnel lead capture, MatterReady™ for the qualification and intake work that turns leads into engaged matters.
All 9 standard practice areas are included on every tier: Estate Planning, Personal Injury, Family Law, Criminal Defense, Bankruptcy, Immigration, Probate, Guardianship, and Business Formation. Custom practice areas beyond the 9 standard are available on Multi-Office and Enterprise tiers.
Yes, anytime. Upgrades take effect immediately; downgrades take effect at your next billing cycle.
Every plan comes with a 30-day money-back guarantee. If MatterReady™ isn't the right fit in your first 30 days, contact us for a full refund.
Yes. Concierge implementation includes data migration assistance from common sources, including generic forms, spreadsheets, and other intake tools.
MatterReady™ is the qualification layer that feeds Clio clean, structured, conflict-checked data. Qualified matters sync to Clio Manage with contacts, custom fields, documents, and notes already in place. Your system of record stays in Clio — MatterReady™ handles what comes before.
No. MatterReady™ runs standalone as a complete intake and qualification system. The Clio integration is one of several — MatterReady™ also integrates with NetDocuments, Microsoft 365 (Outlook + OneDrive), Google Calendar, Google Local Services Ads, and others. Firms without a practice management system use MatterReady™ as their full intake-to-handoff pipeline. See all integrations.
Multi-Office and Enterprise tiers include custom integration work. Mid-tier customers can add integration support through Concierge implementation. Reach out at hello@matterready.io.
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.
