00:00:00.000 — Title
Sarah needs advice on a supplier agreement.

00:00:02.733 — Client view — Sarah
Sarah submits her enquiry.

00:00:11.200 — Firm view
The conflict check is clear. Open the matter.

00:00:14.667 — Firm view
Convert the lead into a contract-advice matter.

00:00:22.133 — Firm view
Move to Engagement to generate the costs agreement.

00:00:27.600 — Firm view
The costs agreement is filed on the matter.

00:00:30.567 — Firm view
Review Sarah’s details and the scope of work.

00:00:34.533 — Firm view
Check the prepared recipient, then send for signing.

00:00:42.000 — Client view — Sarah
Sarah signs through her secure link.

00:00:47.467 — Client view — Sarah
Signed. The completed document returns to the matter.

00:00:52.933 — Firm view
The signed agreement is retained with its certificate.

00:00:55.400 — Firm view · Signing certificate
A signing certificate records the completed request.

00:00:58.367 — Firm view
AI analyses the uploaded agreement and extracts its data.

00:01:04.333 — Firm view
AI pre-fills matter information. Check it against the source.

00:01:09.800 — Firm view
Confirm the checked date to save it on the matter.

00:01:16.267 — Firm view
Advance the configured workflow to generate a review.

00:01:20.233 — Firm view
The review draft is ready for source checking.

00:01:22.700 — Firm view
Matter dates populate the draft. Check and edit before sharing.

00:01:28.667 — Firm view
Save the checked demonstration draft to the matter.

00:01:32.633 — Client view — Sarah
Sarah can follow progress in her client portal.

00:01:36.600 — Client view — Sarah
A firm update explains the review and key deadline.

00:01:41.067 — Client view — Sarah
Her signed agreement and shared review are available here.

00:01:44.533 — Client view — Sarah · Review PDF
The review carries the same matter reference and confirmed dates.

00:01:48.500 — Firm view
Complete the work. Its documents and history stay connected.

00:01:53.967 — Firm view
Turn the recorded work into a draft invoice.

00:01:58.933 — Firm view
Review three hours at $350, plus GST. Total: $1,155.

00:02:02.900 — Firm view
Issue the invoice through the configured Xero flow.

00:02:08.867 — Xero · Demo Company (AU)
INV-2026-0015 is synced to Xero. Total: $1,155.

00:02:14.333 — Title
From enquiry to invoice. Explore MatterFirst.