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.

Book a demo Browse the features

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 portal with campaign tracking and commissions
  • 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, parallel, conditional and approval gates
  • 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 get their own dashboard.

  • Branded client portal with real-time matter progress
  • Secure messaging and document sharing
  • Online form submission and e-signatures
  • Referral partner dashboard with commission tracking

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 trained on your firm's data
  • 11 trigger types × 12 action types in the automation engine
  • All AI runs on AWS Bedrock in your chosen data region

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
  • Customisable 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

Deep native integrations with Xero, Stripe, Google Workspace, Microsoft 365 and more. A full REST API with webhooks on every mutation. Zapier, Make and n8n connectors.

  • Xero, Stripe, Google and Microsoft integrations
  • Full REST API with OpenAPI spec
  • Webhook events on every resource mutation
  • Zapier, Make and n8n connectors 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+ in transit

Choose your AWS region — data never leaves it

SOC 2 Type II and ISO 27001 aligned

Full audit log on every action

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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