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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Intake forms
Every enquiry captured, none retyped
Public intake forms with typed fields, mapped straight into leads. Routing rules file each enquiry in the right pipeline, and a submission can trigger any automation.
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Automatic time capture
Capture the work. Review the time.
Automatic time capture generates reviewable suggestions from matter-linked meetings, sent and received emails, added documents and file notes. Meetings use calendar durations; other activities produce estimated durations for review. Time entries are created only after acceptance.
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Configurable workflows
Describe. Edit. Check. Simulate. Review. Publish.
Configure matter workflows: describe the process, edit visually, check, simulate, review and publish. Use conditional decisions, tasks and dates, approval requirements, document preparation, prepared signing requests and waits. Publishing creates a version; drafts do not silently alter running workflows.
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Automation engine
If this happens, MatterFirst handles it
30 trigger types, 29 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. Review what it finds.
Contacts, key dates, financial figures and property details, extracted and mapped automatically. Key term rules you define.
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Document templates
Documents that draft themselves from the matter
Merge tags prefill from matter fields, parties, key dates and extracted facts. AI drafts grounded content, and your letterhead survives to an exact PDF.
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Doc review
A hundred documents, one grid of answers
Ask questions across a whole document set. Every answer carries a verbatim excerpt from the source, and anything unverifiable stays blank.
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E-signatures
Signed where the work already lives
Place signature fields, send to multiple signers, and clients sign from the portal or an emailed link. Stamped PDF and signing certificate on completion.
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Meet Matti
Matti, your MatterFirst AI assistant
Matti is built into MatterFirst. Ask questions about your matters and documents, inspect the sources, draft documents and client communications, and prepare tasks, dates and matter updates. Review and approve Matti’s proposed changes before they are applied.
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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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Client onboarding
From engaged to ready, without the chase
Guided sequences collect forms, documents and a signed costs agreement through a link that needs no login. Answers write into the matter, and stalled clients get nudged.
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Compliance
Conflicts caught, obligations kept
Name-index conflict checks on new parties, a register where flags are cleared by a named person, on the record, and obligations detected from documents with computed due dates.
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Integrations
Works with the tools you already use
Self-service today: Microsoft 365, Google Workspace, Xero, Stripe. Available through coordinated setup: PEXA, InfoTrack. Coordinated manual setup is arranged with MatterFirst and the provider. Documented REST API access and webhooks are included on Practice, Firm, Enterprise. Solo does not include API or webhook access. Public documentation is at /docs and /docs/developers. API keys are scoped to the firm and permissions; trust-accounting endpoints are not exposed.
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Referral partners
Turn your referral network into a growth engine
Credentialled submission endpoints, public intake forms, commission rules and accruals, and attribution reporting. No partner logins for you to administer.
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Finance & reporting
Real-time visibility across every matter
Time tracking, disbursements, one-click invoicing, Xero sync. Dashboards with matter, revenue and team KPIs.
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Workflow builder
Your firm's process, drawn once.
Sequential and conditional steps on one canvas, with the automations that fire at each stage attached where they happen, and entry requirements that hold a matter until it is genuinely ready to move. This is a real conveyancing workflow, not an illustration.
- Stages you can point at
- A matter moves through named stages rather than a status field. Anyone can see where a file is without opening it.
- Automations on the stage
- Request documents, send an email, notify the team: attached to the stage they belong to, so the rule lives where the work happens.
- Sequential or conditional
- Steps run in order, or branch only when a condition holds. Different matter types follow different paths through the same builder.
- Versioned, and live
- Workflows are versioned. You can see how many matters are running on the current version before publishing the next one.
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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