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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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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Workflows & steps

Define your process once. Run it forever.

Visual workflow builder with sequential and conditional steps, and entry requirements that hold a matter until tasks are done or a named person signs off. Step-triggered tasks, emails and document generation.

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Automation engine

If this happens, MatterFirst handles it

23 trigger types, 20 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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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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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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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, ethical walls that refuse by default, and obligations detected from documents with computed due dates.

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Integrations

Works with the tools you already use

Xero, Stripe, Google Workspace and Microsoft 365, connected by you. PEXA and InfoTrack set up with us. A full REST API with webhooks on every catalogued domain event for the rest, on Practice and above.

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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.

The MatterFirst workflow builder showing a seven stage conveyancing purchase workflow: Instructions and ID, Pre-Exchange, Contract Review, Exchange, Pre-Settlement, Settlement and Post-Settlement. Each stage carries its task count and runs sequentially, with automations such as Request Documents, Send Email and Notify Users attached to stage entry.
A conveyancing purchase workflow in the builder, version 3, live on active matters.
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 automations work Workflow automation, explained

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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