How MatterReady Works
From first contact to system handoff.
Client Intake
Prospective clients complete a guided intake form tailored to your practice areas. The form adapts based on matter type, collecting the right information upfront rather than requiring multiple rounds of follow-up.
Information arrives structured and normalized. Names, dates, and key details are captured in consistent formats your team can rely on.
AI Qualification & Scoring
Each intake is evaluated for completeness and readiness using AI. MatterReady assigns a qualification level based on the information provided:
- Core — Basic contact and matter information is complete
- Enhanced — Key details and supporting context have been provided
- Comprehensive — Full documentation and detailed information is in place
Conflict Signals
MatterReady surfaces potential conflicts early in the intake process. Before your team invests time in review, you'll see flags for:
- Party names that may match existing clients or matters
- Related entities or individuals disclosed during intake
- Opposing parties that require conflict review
These are signals for attorney review, not automated decisions.
Attorney-Ready Summaries
When an intake reaches sufficient qualification, MatterReady generates a structured summary for attorney review including client overview, key dates, conflict signals, and readiness assessment.
Pipeline & Automation
Track every lead through your intake pipeline with Kanban boards. MatterReady automatically detects when consultations are scheduled via calendar integration and updates lead status accordingly.
- Stall detection — Automatic email alerts when leads go cold
- Consultation tracking — Calendar sync detects scheduled meetings
- State automation — Leads progress automatically through stages
System Handoff
Once a matter is approved, MatterReady syncs the data to Clio. Client contacts, matter details, calendar events, and attorney assignments transfer automatically. Clio remains your system of record.
Operational Intelligence
MatterReady monitors your entire pipeline and provides forward-looking insights:
- First-contact velocity — How fast your team responds to new leads
- Capacity forecasting — See projected workload 30 days out
- Revenue risk detection — Identify leads at risk of falling through
- Pipeline velocity — Track conversion rates and scheduling trends
- Assignment suggestions — Match leads to available attorney capacity
Operational visibility that helps you make informed decisions.
The Intelligence Layer
MatterReady isn't practice management. It's the operational intelligence layer that sits above your existing tools.
Data flows through qualification, feeds capacity metrics, and drives forward-looking forecasts.
What happens at each stage
MatterReady sits between first contact and your practice management system. We handle the qualification work that typically falls to intake staff or attorneys reviewing incomplete information.
Before MatterReady
Information arrives via email, phone, or basic web forms. Staff chase missing details. Attorneys review incomplete files. Conflicts surface late. Data is re-entered manually.
With MatterReady
Guided intake collects complete information upfront. Qualification scoring shows what's ready. Conflict signals appear early. Clean data flows to your systems when the matter is approved.