The platform

One platform.
Every layer of your practice.

MatterFirst connects intake, workflows, documents, AI, client communications, billing and reporting into a single system, so nothing falls between the cracks.

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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
  • 23 trigger types and 20 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

Native integrations with Xero, Stripe, Google Workspace and Microsoft 365. PEXA and InfoTrack set up as part of your rollout. A full REST API with webhooks on every catalogued domain event for anything else, on Practice and above.

  • Xero, Stripe, Google and Microsoft 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

Your matters, documents and matter questions stay in your AWS region

Document AI reads documents in Azure's Australia East region, then analyses them in your AWS region

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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