Built with a practicing law firm
Every incomplete intake costs your attorneys time they can't bill
MatterReady is the qualification layer that sits between your lead sources and Clio. It collects structured intake, scores every matter for readiness, and hands clean data to your practice management system — so attorneys review ready matters instead of chasing details.
Designed for modern law firms using Clio, NetDocuments, and Microsoft 365.
The Math
What incomplete intake actually costs
Most firms haven't put a number on this. Here's a conservative estimate for a firm receiving 20 qualified matters a month.
Your numbers will vary. The point isn't the exact figure — it's that incomplete intake is one of the most expensive habits in legal operations, and almost nobody measures it.
Operations
Your Intake Control Tower
MatterReady gives your firm a single operational view of intake readiness, lead status, and attorney capacity.
Managing partners open the Control Tower each morning to see which matters are ready, which leads need attention, and where attorney capacity exists.
Today's Priorities
- 1Follow up with Maria ChenPI — initial consult incompleteNow
- 2Review engagement letter — Thompson EstateEstate planning — awaiting signatureToday
- 3Schedule consultation — Ramirez family matterFamily law — requested callbackToday
- 4Send intake form to David ParkCriminal defense — web form leadSoon
Pipeline Flow
Capacity
Revenue
Speed to Lead
Origination Funnel
- Which matters are ready for attorney review
- Leads at risk of going stale
- Attorney capacity and workload visibility
Intake
Structured Client Intake — Done Once, Done Right
Prospective clients complete guided intake designed for your practice area. Information arrives structured, validated, and ready for review.
Guided Intake
Clients answer structured questions tailored to their matter type. Intake forms adapt based on responses so clients never see long generic questionnaires.
- Estate planning assets and fiduciary nominees
- Personal injury incident and insurance details
- Family law opposing party and custody factors
- Criminal defense charges and prior history
Pre-built intake packs for 9 practice areas including bankruptcy, immigration, probate, guardianship, and business formation.
Intelligent Validation
MatterReady validates contact details, required fields, and practice-specific information before intake submission.
- Email and phone validation
- Required document uploads
- Conditional fields based on responses
Attorney-Ready Summary
Completed intake produces a structured summary including conflict signals, client details, documents, and readiness scoring.
About the People in Your Life
How MatterReady Works
1. Collect
Structured intake forms, AI chatbot, and Google LSA sync — every source feeds into one normalized pipeline. No data re-entry.
2. Qualify
Every matter is scored for readiness. Conflict signals surface before engagement. Missing information triggers automated follow-up. Attorneys don't review incomplete files.
3. Hand off
When a matter is ready, it flows to your practice management system with contacts, documents, and notes already in place. Clean data, no manual entry.
Why MatterReady
Built for how multi-practice firms actually work
Most legal intake tools assume one practice area, one workflow, and one shape of client data. Real firms run several practice areas in parallel, with intakes that need to behave differently per matter type. Three things change when you stop forcing every matter through the same form.
Pre-consult or post-consult intake
Some practice areas need clients to fill out structured intake before a consult. Others need the consult first to know what to even capture. MatterReady supports both — and lets you mix flows per practice area within the same firm.
Asset intake that exports cleanly
For estate, probate, and elder law matters, clients itemize assets directly in MatterReady — values, accounts, beneficiaries. Export to Excel as a per-category inventory in the format paraplanners already know, ready to attach to a will draft or hand off downstream.
Detail collection is staged: light asset types pre-consult, full inventory after engagement when the client trusts your firm with sensitive financial detail.
Nine practice areas, one platform
Estate intake software exists. Personal injury intake software exists. Family law intake software exists. They're all separate. MatterReady covers all nine in one platform with intake packs that adapt to each matter type — and your firm pays one flat price regardless of how many practice areas you handle, or how many users you add.
Works with the systems firms already use
See what your attorneys actually receive
When a matter reaches readiness, MatterReady produces an attorney-ready summary. This is what replaces the incomplete email or half-filled PDF your team is working from today.
Readiness summary
Each qualified matter includes:
- Readiness score with tier (Core / Enhanced / Comprehensive)
- Structured client contact information — validated and normalized
- Practice-area specific details collected through guided intake
- Relevant dates, opposing party information, and financial details
- Attached documents — uploaded files, signed engagement letters
- Intake source and attribution (web form, chatbot, LSA, Clio Grow)
Conflict signal report
Before any attorney reviews a matter:
- Name and entity matching against existing contacts and matters
- Opposing party cross-reference across your full client history
- Flagged matches with confidence indicators
- Clear notation: flags for review, not automated decisions
Conflict signals are informational flags. Your attorneys make every determination. MatterReady does not provide legal conclusions.
Pre-built intake packs for 9 practice areas — including personal injury, criminal defense, bankruptcy, immigration, and business formation — collect the right information from the start. How intake packs work →
Integrations
Connected to your firm's existing systems
MatterReady is pre-matter readiness infrastructure — the qualification layer between your lead sources and your practice management system. Lead Sources → Intake → Qualification → Engagement → Practice Management. Every integration is optional. Your system of record stays yours.
Lead capture
Hosted intake forms, AI chatbot widget, Google Local Services Ads sync. Every lead source feeds into one normalized pipeline with source attribution intact.
Practice management
Qualified matters push to your practice management system. Deepest integration with Clio Manage and Clio Grow — contacts, custom fields, documents, and notes sync automatically.
Document management
NetDocuments integration for firms that store documents outside their PMS. Intake documents and signed agreements sync to the matter. Microsoft OneDrive and SharePoint metadata tracking available.
WealthCounsel integration coming soon — push qualified estate planning matters straight to drafting.
Scheduling
Built-in consultation scheduler with Google Calendar and Outlook sync. Practice area routing, no-show tracking, and automatic status updates. No separate scheduling tool needed.
Marketing attribution
Google Analytics, Google Ads, and Search Console integration. Track which campaigns produce qualified matters — not just clicks, but matters that reach readiness.
AI assistants
Model Context Protocol (MCP) for AI assistants like Claude. Operational signals only — no client PII exposed. Revocable API keys with full audit logging.
Clio ecosystem
Built for the Clio ecosystem
MatterReady is the qualification layer that feeds Clio clean, structured, conflict-checked data. Every connection is bidirectional and optional — your system of record stays in Clio, and MatterReady handles what comes before.
Deep Clio Manage and Grow integration
Qualified matters sync to Clio Manage with contacts, custom fields, documents, and notes already in place. No retyping. No copy-paste. Your attorneys spend their Clio time reviewing matters, not chasing intake details.
One flat price for your whole firm
Practice tier and above include unlimited firm users — no per-seat charges. Add attorneys, paralegals, and staff without adding cost. Your team's growth doesn't grow your legal-tech bill.
Doesn't try to be Clio
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. Different jobs. Same workflow.
Don't run on Clio? MatterReady runs standalone and integrates with NetDocuments, Microsoft 365, Google Calendar, Google LSA, and others — see all integrations.
Positioning
Where MatterReady fits — and where it stops
MatterReady is not a replacement for your practice management system. It is the qualification layer between your lead sources and your system of record. It automates data collection, normalization, and scoring — never legal decisions.
What MatterReady does
- Collects and structures client intake
- Validates information before attorney review
- Scores matters for readiness
- Surfaces conflict signals as flags for review
- Manages lead pipeline and attorney capacity
What stays with your attorneys
- Every conflict determination
- Every engagement decision
- Every matter acceptance or decline
- Every document review before client signing
- Every referral decision
Readiness scores indicate data completeness, not case merit. Conflict signals are flags for review, not legal conclusions. Your PMS still handles open matters, time tracking, billing, and document storage.
Getting started
Most firms are live the same day. Add a link to your website, connect your integrations, and start receiving qualified matters. No engineering support required.
Hosted intake
Your firm receives a hosted URL like smithlaw.matterready.io. Add it to your website, email signature, or contact page. Clients complete intake there; qualified matters flow to your dashboard.
Custom domain (optional)
Prefer intake.smithlaw.com? Make a DNS update; MatterReady handles the SSL certificate. No developer required.
See what the first hour looks like → · All platform features →