# MatterFirst evaluation scorecard

Synthetic commercial and conveyancing examples; no customer outcomes. Reviewed 30 September 2026.

## Accuracy and sources

Compare each extracted value with its cited source. Record errors and missing information.

Result: Pass / Needs work / Not applicable
Evidence and notes:


## Corrections

Change a conflicting value and check that reviewed matter information is used in subsequent documents and actions.

Result: Pass / Needs work / Not applicable
Evidence and notes:


## Review effort

Time staff administration, drafting, substantive review and signing separately. Exclude client waiting time.

Result: Pass / Needs work / Not applicable
Evidence and notes:


## Document quality

Check a client-facing draft against your precedent and matter information; record the edits needed before approval.

Result: Pass / Needs work / Not applicable
Evidence and notes:


## Signing

Check recipients and fields, send the prepared request, sign through a secure link and inspect the completed PDF and signing certificate.

Result: Pass / Needs work / Not applicable
Evidence and notes:


## Workflow fit

Run your own matter type and check approval points, failure handling and integration setup requirements.

Result: Pass / Needs work / Not applicable
Evidence and notes:


## AI cost visibility

Inspect firm totals, matter usage charges and work-type details. Export the matter record and distinguish allowance consumption from additional purchased usage.

Result: Pass / Needs work / Not applicable
Evidence and notes:


AI charge records support recovery only where permitted by applicable rules and your costs agreement. They do not establish entitlement or automatically invoice a client.
