Academy
Learn MatterFirst.
Move faster.
Step-by-step learning paths with annotated screenshots and practical guides to help your team get the most out of MatterFirst — whether you're evaluating or already onboarded.
Learning paths
Structured courses to get your team productive
Each path takes you from concept to competence with step-by-step lessons, annotated screenshots and hands-on exercises.
Getting Started
Set up your account, create your first matter, and learn the basics of MatterFirst in under an hour.
8 lessons · 45 min
Workflows & Automation
Build workflows, create automations, and learn how to eliminate repetitive tasks from your practice.
8 lessons · 1.5 hrs
Document AI & Intelligence
Upload documents, extract key terms, and connect AI analysis to your matter workflows.
5 lessons · 1 hr
Client Portal Setup
Configure your client portal, set visibility rules, and enable online payments for your clients.
4 lessons · 40 min
Billing & Finance
Set up time tracking, create invoice templates, connect Xero, and configure payment collection.
6 lessons · 1 hr
Admin & Team Management
Manage users, roles, permissions, integrations, and organisation-wide settings.
7 lessons · 50 min
By role
Recommended paths for your role
Not sure where to start? Pick your role and follow the recommended learning path — each one is tailored to what you'll use most.
Practice Managers
Workflows, team management, reporting and operational setup — the guides that keep your practice running.
Start this trackFee Earners
Matter management, time tracking, document AI and the day-to-day tools that make client work faster.
Start this trackSupport Staff
Client portal, document management, billing and the administrative workflows that keep matters moving.
Start this trackBook a guided onboarding session.
Our team will walk you through setup, answer your questions, and help you configure MatterFirst for your practice in a live 30-minute session.
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