Automation engine

Stop doing manually
what software should handle.

Welcome emails, task assignments, status updates, deadline reminders — MatterFirst's automation engine handles the operational overhead so your team can focus on the work that matters.

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Trigger · Condition · Action

If this happens, do that — without writing code

Every automation follows the same pattern: a trigger fires, conditions evaluate, and actions execute. Build complex multi-step sequences with a visual editor — no developers required.

  • Event triggers: task complete, status change, date reached, document uploaded
  • Conditional logic: branch on field values, matter type, or client tier
  • Actions: send email, create task, update field, notify team, call webhook
  • Multi-step chains with parallel and sequential execution

Capability 1 of 4

Trigger, condition, action — built without code.

Recipe library

Start with proven recipes — customise to fit

Pre-built automation recipes for common scenarios: welcome emails on new matters, escalation on overdue tasks, document reminders before settlement, and more.

  • 30+ built-in recipes for common legal workflows
  • One-click install with practice-area template packs
  • Clone and customise any recipe to match your process
  • Community recipes shared across the MatterFirst ecosystem

Capability 2 of 4

Proven recipes, ready to install and customise.

Governance

Every automation logged. Every action auditable.

See exactly what ran, when, and why. Pause, debug and replay automations with full execution history. Role-based permissions control who can create and modify automations.

  • Complete execution log with trigger, conditions and actions
  • Pause/resume controls for individual automations
  • Error handling with retry logic and failure notifications
  • Role-based access: admin-only creation, team-wide visibility

Capability 3 of 4

Every run logged, every action auditable.

Time saved

Hours back, every week — measurably

The automation dashboard shows you exactly how much time each rule saves. Track execution counts, time saved per run, and total impact across your practice.

  • Per-automation execution count and frequency
  • Estimated time saved per automation per week
  • Team-wide automation impact dashboard
  • Recommendations for new automations based on your activity

Capability 4 of 4

Time saved, measured rule by rule.

Ready to automate the repetitive work?

Book a demo and we'll build your first automation live — so you can see the time savings for yourself.

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