Features

Everything your practice needs.
Nothing it doesn't.

MatterFirst combines matter management, workflow automation, AI intelligence, client communications and billing into one platform — purpose-built for law firms and professional services teams.

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Matter management

Every matter, every detail — in one place

Custom matter types, configurable fields, real-time status, board and list views. Track every matter from intake to settlement.

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Workflows & steps

Define your process once. Run it forever.

Visual workflow builder with sequential, conditional, parallel and approval gates. Step-triggered tasks, emails and document generation.

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Automation engine

If this happens, MatterFirst handles it

11 trigger types, 12 action types — build any rule your firm needs without code. Chained automations with full execution logs.

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Document AI

Upload a document. Watch your matter fill itself in.

Contacts, key dates, financial figures and property details — extracted and mapped automatically. Key term rules you define.

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AI assistant

The AI that knows your firm

Ask questions about your matters, get document summaries, draft correspondence. Runs on AWS Bedrock in your region.

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Client portal

Clients always know where things stand

Branded portal where clients track progress, access documents, submit forms, pay invoices and message your team securely.

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Integrations

Works with the tools you already use

Xero, Stripe, Google Workspace, Microsoft 365, Zapier, Make — plus a full REST API with webhooks on every mutation.

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Referral partners

Turn your referral network into a growth engine

Partner portal, campaign tracking, commission management and automated lead routing — built in, not bolted on.

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Finance & reporting

Real-time visibility across every matter

Time tracking, disbursements, one-click invoicing, Xero sync. Customisable dashboards with matter, revenue and team KPIs.

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How the pieces connect

Every feature talks to every other feature.

A lead arrives
A matter opens with the right workflow
A document uploads
AI extracts key terms and fills fields
A step completes
Automation sends emails, creates tasks
A milestone passes
The client portal updates in real time
Work is done
Time tracked, invoice generated, Xero synced

See MatterFirst in action.

Book a 30-minute demo and we'll walk you through every feature with your actual matter types.

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