Lead pipelines & workflows

From first enquiry to active matter —
one connected pipeline.

Every lead qualifies, every matter gets the right workflow, every task assigns itself. MatterFirst replaces the spreadsheet-and-email intake process with a structured, automated pipeline.

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Intake sources

Every lead, from every channel — one place

Referral partners, web forms, direct entry or API — every new enquiry lands in a single, structured pipeline. No more leads lost in email.

  • Public intake forms configurable per matter type
  • Referral partner portal with campaign tracking
  • API and webhook ingestion for programmatic intake
  • Automatic lead qualification and tagging

Capability 1 of 4

Every enquiry lands in one pipeline.

Lead pipeline

Qualify, nurture and convert — visually

Drag-and-drop pipeline boards give your team a clear view of every lead's status. Filter by source, type, date or assignee.

  • Kanban board view with custom pipeline stages
  • Lead scoring and qualification fields
  • Bulk actions and pipeline analytics
  • Automatic assignment to team members by matter type

Capability 2 of 4

The whole pipeline, visible on one board.

Matter workflows

Lead converts. Workflow starts. Automatically.

When a lead becomes a matter, MatterFirst assigns the right workflow, creates tasks, sends emails and sets deadlines — all without manual intervention.

  • Visual drag-and-drop workflow builder
  • Sequential, parallel, conditional and approval gates
  • Step-triggered tasks, emails and document generation
  • Template packs with pre-built workflows per practice area

Capability 3 of 4

Convert the lead — the workflow takes over.

Reporting

See where leads come from — and where they go

Pipeline conversion rates, matter source attribution, team capacity and revenue forecasting — all from real-time dashboards.

  • Lead source attribution and conversion tracking
  • Pipeline velocity and bottleneck analysis
  • Team workload distribution by matter type
  • Revenue forecasting from active pipeline

Capability 4 of 4

Source to settlement, fully attributed.

Ready to streamline your intake?

Book a demo and we'll walk through your lead pipeline and matter workflows — live.

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