Intake
How work enters the system
Leads flow in from referral partners, web forms, API or direct entry. Each lead is qualified, converted and linked to the right matter type, with all contacts and documents attached from the start.
- Referral partner intake with source attribution and commission accrual
- Public intake forms with configurable fields per matter type
- Lead-to-matter conversion with automatic workflow assignment
- API and webhook ingestion for programmatic intake
Layer 1 of 6
Every enquiry lands on the thread, none go cold.
Workflows
How work becomes standardised
Every matter type has a workflow, a sequence of steps, each with its own tasks, deadlines and automations. Build once, run forever.
- Visual drag-and-drop workflow builder
- Sequential and conditional steps, with entry requirements that hold a matter until a named person signs off
- Step-triggered tasks, emails and document generation
- Template packs with pre-built workflows per practice area
Layer 2 of 6
Your firm's best process, followed every time.
Clients & partners
How clients and partners stay connected
A branded client portal gives clients visibility of their matters, documents, progress, messages, forms and invoices. Referral partners send work in over an API credential or a public intake form and get a period report, with no login for you to administer.
- Branded client portal with real-time matter progress
- Secure messaging and document sharing
- Online form submission and e-signatures
- Referral partner submissions, with commission accrued against the matter
Layer 3 of 6
Clients see progress without picking up the phone.
AI & automation
How intelligence runs through every layer
Document AI extracts key terms, dates and contacts. The AI assistant drafts, summarises and answers questions about your matters. The automation engine handles the rules you used to run manually.
- Document intelligence with key term extraction
- AI chat assistant answering from your firm's own data
- 30 trigger types and 29 action types in the automation engine
- Analysis and matter questions run on AWS Bedrock in your region, document reading on Azure Australia East
Layer 4 of 6
The admin does itself while your team does the law.
Money & reporting
How you track revenue and performance
Built-in time tracking, disbursement recording and one-click invoicing. Xero and Stripe integrations push data where it needs to go. Dashboards give you real-time KPIs.
- Time tracking with automatic timers and manual entry
- Disbursement recording with receipt attachment
- Invoice generation from tracked time and disbursements
- Dashboards with matter, revenue and team metrics
Layer 5 of 6
From tracked minutes to paid invoice, unbroken.
Integrations
How MatterFirst connects to your stack
Self-service today: Microsoft 365, Google Workspace, Xero, Stripe. Available through coordinated setup: PEXA, InfoTrack. Coordinated manual setup is arranged with MatterFirst and the provider. Documented REST API access and webhooks are included on Practice, Firm, Enterprise. Solo does not include API or webhook access. Public documentation is at /docs and /docs/developers. API keys are scoped to the firm and permissions; trust-accounting endpoints are not exposed.
- Microsoft 365, Google Workspace, Xero and Stripe integrations
- Full REST API with OpenAPI spec
- Webhook events on every catalogued domain event
- REST API and webhooks for custom workflows
Layer 6 of 6
Plays well with the tools your firm already runs.
Security & compliance
Your data. Your region. Always.
AES-256 encryption at rest, TLS 1.2 or better in transit
Documents are stored in Sydney; matter questions use AWS Bedrock in Australia
Document AI reads documents in Azure Australia East and analyses them on AWS Bedrock in Australia
Full audit log on changes to a matter
See every layer with your own matters.
Book a personalised demo and we'll walk through MatterFirst with your actual workflows and matter types.
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