Matter management

Every matter, every detail —
one place that actually works.

MatterFirst replaces spreadsheets, shared drives and disconnected tools with a single system for the full matter lifecycle — from intake to settlement, with every contact, document, task and deadline in one connected workspace.

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Custom matter types

Your practice, your structure

Every practice area has different requirements. MatterFirst lets you define custom matter types — conveyancing, litigation, family law, commercial — each with its own field groups, workflow templates and role assignments. Create once, reuse forever.

  • Custom matter types with unique field schemas
  • Template packs auto-configure workflows, steps and roles
  • Reference auto-generation per type (e.g. CONV-2026-0042)
  • Clone existing matters as starting points for new work

Capability 1 of 4

Matter types shaped around how your firm actually works.

Visual management

See every matter at a glance

Switch between board and list views depending on how you work. Drag matters between columns, apply saved filters, and see real-time status updates across your entire caseload — no page refreshes, no stale data.

  • Board view with drag-and-drop columns by status or step
  • Filterable list view with saved filter presets
  • Real-time status updates across all views
  • Colour-coded labels and priority tags

Capability 2 of 4

Board or list — the whole caseload at a glance.

People on every matter

Know who's involved — and what they're responsible for

Assign contacts to matters with specific roles — buyer, seller, solicitor, lender. Role templates per matter type mean your team never has to guess who needs to be on a matter or what access they should have.

  • Role templates per matter type (Buyer, Seller, Solicitor, etc.)
  • Contact auto-matching from uploaded documents
  • Portal access provisioned automatically per role
  • Full contact history across all matters

Capability 3 of 4

Every role on the matter, filled and permissioned.

Never miss a deadline

Every critical date — tracked and synced

Key dates per matter with automated reminders and escalation. Calendar sync with Microsoft 365 and Google keeps your team in the loop. When Document AI extracts dates from contracts, they flow straight into your matter timeline.

  • Key dates with configurable reminders and escalation rules
  • Two-way sync with Google Calendar and Microsoft 365
  • AI-extracted dates populated automatically from documents
  • Dashboard view of upcoming deadlines across all matters

Capability 4 of 4

Deadlines tracked in the matter, synced to the calendar.

See matter management in action.

Book a demo and we'll set up your actual matter types, fields and workflows live — so you can see exactly how MatterFirst fits your practice.

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