Conveyancing Software Australia: MatterFirst

Encrypted in transit Documents and AI in Australia No lock-in contracts Guided setup available Your data exportable on request

Last reviewed 28 July 2026

What is conveyancing software, and what should Australian firms look for?

Conveyancing software runs a property matter from instruction to settlement: contract data, key dates, trust money, client communication and lodgement. For Australian practice it needs state trust accounting, a way to work alongside PEXA, and a clear answer on where client information is held. MatterFirst handles trust accounting and extracts contract details into the matter automatically. Available through coordinated setup: PEXA, InfoTrack. Coordinated manual setup is arranged with MatterFirst and the provider. The trust evidence page describes the application, document storage and AI processing locations.

What a conveyancing matter needs, and where MatterFirst handles it
Stage	What has to happen	In MatterFirst
Instruction	Open the file, record the parties, capture the fee agreement	Intake form or lead pipeline creates the matter with the client and roles attached
Contract review	Read the contract of sale, pull out parties, dates, price and special conditions	Document AI extracts contacts, key dates, financial figures and property details into matter fields
Cooling off and finance	Diarise the cooling-off expiry and finance date, chase the client before each	Key dates populate from the contract; automations send reminders before each deadline
Searches and enquiries	Order searches, track what has come back	Tasks and checklists per matter type; open API and webhooks to connect a search provider
Trust money	Receipt the deposit, reconcile, meet the state's trust rules	Trust accounting with receipts, controlled money and disbursements, available as part of the rollout
Client updates	Tell the client where things are without a phone call each time	Client portal shows progress and outstanding items, included on every plan
Settlement	Settle, account to the client, close the file	Trust ledger, invoicing and payment in the same matter record

Available through coordinated setup: PEXA, InfoTrack. Coordinated manual setup is arranged with MatterFirst and the provider. Confirm your account requirements, connection scope and setup timing during your demo.

Why MatterFirst

What you get when you switch.

From contract to settlement, on rails

Contract-to-settlement workflows. Pre-built templates for residential and commercial conveyancing. Customise for your firm's process.
Document AI for contracts. Upload a contract of sale. MatterFirst extracts parties, settlement dates, property details, and special conditions automatically.
Key date tracking. Critical dates auto-populate from documents. Get automated reminders before cooling-off, finance, and settlement deadlines.

Upload the contract, dates, parties and details file themselves.

Everything around the file, built in

Webhook & API ready. Open API and webhook support makes it straightforward to connect MatterFirst to search and lodgement providers as your firm's integrations evolve.
Trust accounting available. For firms that need it, manage trust receipts, controlled money, and disbursements as part of your MatterFirst rollout, no separate accounting package.
Client portal for buyers & sellers. Clients log in to check progress, upload documents, and see what's needed, no more chasing phone calls.

Trust accounting, integrations and a portal buyers actually use.

What this actually does

MatterFirst Document AI reads a contract of sale and extracts the parties, key dates, financial figures and property details into the matter, so a conveyancer is checking fields rather than typing them.

Extraction covers form fields and checkboxes, which is what a structured conveyancing document is mostly made of. Run it against your own contracts during a 14 day guided trial and check the output yourself.

MatterFirst is an AI-native legal practice management platform for Australian law firms, built for small and boutique practices by NorthCape Technology.

It suits conveyancing practices from solo through to around twenty seats that want contract data captured automatically and one system rather than several. It is a weaker fit for very large firms with existing bespoke integrations.

FAQ

Frequently asked questions

Does MatterFirst include trust accounting?

Trust accounting is available for firms that need ledger, reconciliation, and disbursement workflows as part of their MatterFirst rollout.

What types of documents work best with Document AI?

Contracts of sale, transfer documents, mortgage forms, leases, settlement statements, court documents, letters of engagement, wills, AFSL documents, and any form-based document. Prose-heavy files and structured forms with checkboxes are both handled, at the same price.

Which fields can Document AI automatically fill in a matter?

Contacts and their roles (buyer, seller, solicitor, lender), key dates (settlement, review periods, expiry clauses), pricing and financial figures, property details (address, lot/plan number, title reference), and any custom field you've mapped via the Key Term Extractor.

Can MatterFirst connect to search and lodgement providers?

Yes. Open API and webhook support makes it straightforward to connect MatterFirst to search and lodgement providers as your firm's integrations evolve.

Where is my data stored?

The application runs on Fly.io in Sydney. Database and backups are hosted on Fly.io Managed high-availability PostgreSQL clusters in Sydney. Documents are stored in Amazon Web Services S3 in Sydney. Document extraction and matter questions run on Amazon Web Services Bedrock in Australia, and reading a scanned document runs in Microsoft Azure's Australia East region. These locations describe the application, document storage, database, backups and document AI services. The trust evidence page at /trust records the scope and dated evidence for each published control.

How much does MatterFirst cost?

Pricing is per workspace rather than per seat, starting at $199 per month for Solo. Each plan includes a set number of users, a monthly AI balance in Australian dollars, the client portal and automations. Extra users are billed only past the included seats. Full plan inclusions are on the pricing page.

Can I get my data out if I leave?

Yes. Your matters, contacts, documents and time records are exportable on request, and there is no lock-in contract. We would rather you were able to leave and chose not to.

Is there a free trial?

Yes, a 14 day guided trial on Solo, Practice or Firm. It is guided rather than self-serve because a practice management system tells you very little until it has your real matters in it, and we would rather help you load them than leave you looking at an empty workspace.

Who builds MatterFirst?

NorthCape Technology, a Melbourne-based software company. MatterFirst is built in Australia for Australian legal practice, with trust accounting and Xero as first-class capabilities. Available through coordinated setup: PEXA, InfoTrack. Coordinated manual setup is arranged with MatterFirst and the provider.

Is MatterFirst suitable for a firm of my size?

It is designed for solo practitioners up to firms of roughly twenty seats. Below that, Solo carries the full platform for one user. Above it, the platform works but you should expect to talk to us about migration and rollout rather than signing up online.

Settle more files without more staff.

See contract-to-settlement workflows and Document AI running on your own files in a personalised demo.

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