Configurable workflows

Your process. Your controls.
From description to published workflow.

Configure matter workflows: describe the process, edit visually, check, simulate, review and publish. Use conditional decisions, tasks and dates, approval requirements, document preparation, prepared signing requests and waits. Publishing creates a version; drafts do not silently alter running workflows.

Book a demo See pricing
Encrypted in transit Documents and AI in Australia No lock-in contracts Guided setup available Your data exportable on request

Last reviewed

Can MatterFirst configure complex matter workflows?

Configure matter workflows: describe the process, edit visually, check, simulate, review and publish. Use conditional decisions, tasks and dates, approval requirements, document preparation, prepared signing requests and waits. Publishing creates a version; drafts do not silently alter running workflows.

MatterFirst synthetic contract-advice workflow draft with visual stages, document actions, Change in words, Try it out and Publish changes controls
Current product · synthetic contract-advice workflow. The visual draft is marked Not published yet; document actions and draft review controls are visible.
Describe → edit visually → check → simulate → review → publish
Stage What you do Control
Describe Describe the matter process and answer drafting questions AI proposes a draft for review
Edit visually Connect steps, decisions, tasks, dates, actions and waits Inspect each branch and action configuration
Check Resolve missing references, permissions and configuration Checks identify publication blockers
Simulate Try normal paths, missing documents, failures and changed dates Preview only: no live matter changes or communications
Review Check proposed effects, approval requirements and AI cost bounds Confirm changes before publishing
Publish Publish a version for use on matters Draft edits do not silently change running workflows

Solo includes 5 workflows; Practice and above include unlimited workflows. Workflows and automations are separate: automations are unlimited on these plans. AI-assisted drafting and AI steps use the plan's AI allowance, with additional usage charged separately.

Why MatterFirst

What you get when you switch.

Build the process your team actually follows

  • Conditional decisions. Different matter information follows different branches. Configure the conditions visually.
  • Tasks and dates. Assign work and date rules to steps. Check supported rules and jurisdiction inputs before relying on computed deadlines.
  • Document preparation and signing. Prepare documents from matter information, then send prepared signature requests. Check the document, recipients and fields before sending.
  • Approval requirements and waits. Hold progression for a named approval, required document, task completion, signature or payment.

Decisions, preparation and approvals on one canvas.

Preview effects before making them live

  • Check the draft. Resolve invalid references, automatic cycles, missing permissions and action configuration.
  • Simulate the paths. Simulation previews proposed actions without sending communications, calling providers or changing live matters. Review and approve proposed changes before publishing. Prepare documents, recipients and signature fields before a workflow sends a signing request.
  • Review AI steps. Set approval requirements and cost bounds. AI work consumes the plan’s allowance; additional usage charges apply.
  • Publish a version. Publishing creates a retained version. Existing matters keep their version unless explicitly migrated.

Simulation, review and versioned publication.

What this actually does

Simulation previews proposed actions without sending communications, calling providers or changing live matters. Review and approve proposed changes before publishing. Prepare documents, recipients and signature fields before a workflow sends a signing request.

Evaluate the same branching process, approval requirement and failure scenario in a guided trial. Inspect the synthetic workflow walkthrough at /product-walkthroughs.

14 days

guided trial shaped around how your firm works

1 connected workspace

Microsoft 365, Google Workspace, Xero and Stripe, connected by you

34 dated claims

about security and data on the trust page, each with its evidence, including what is not done yet

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

For small Australian firms with repeatable or branching processes, practitioner approvals and matter-specific documents. Evaluate your actual process, required actions and supported date rules in simulation before publication.

FAQ

Frequently asked questions

Can I configure my firm's workflows?
Configure matter workflows: describe the process, edit visually, check, simulate, review and publish. Use conditional decisions, tasks and dates, approval requirements, document preparation, prepared signing requests and waits. Publishing creates a version; drafts do not silently alter running workflows.
Does simulation change live matters?
Simulation previews proposed actions without sending communications, calling providers or changing live matters. Review and approve proposed changes before publishing. Prepare documents, recipients and signature fields before a workflow sends a signing request.
Does editing a draft change running workflows?
No. Drafts are working copies. Published versions are retained, and existing matters keep their version unless explicitly migrated.
What are the plan limits?
Solo includes 5 workflows; Practice and above include unlimited workflows. Workflows and automations are separate: automations are unlimited on these plans. AI-assisted drafting and AI steps use the plan's AI allowance, with additional usage charged separately.
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.

Bring your process to the canvas.

Book a demo to describe, edit, check and simulate your own workflow before publishing.

Book a demo Talk to us