Intake that's ready before you are
Legal operations infrastructure for law firms
MatterReady captures client information, normalizes it into structured data, and surfaces conflicts and readiness signals before your team reviews. When a matter is ready, it flows to your practice management system with everything in place.
- Consistent, structured intake across every matter type
- Early conflict signals before engagement
- Readiness scoring so attorneys know what's complete
- Clean handoff to your practice management system
- Less back-and-forth with clients for missing information
From intake to handoff—structured information flows through qualification before reaching your practice management system.
What MatterReady does
Most intake tools collect information. MatterReady qualifies it. We help your team understand what's ready, what's missing, and what needs attention—before anyone picks up the phone.
Structured Intake
Clients provide information through guided forms. Data arrives normalized and complete, not scattered across emails.
Qualification Scoring
Every matter is scored for readiness. Your team sees at a glance which matters are complete and which need follow-up.
Conflict Signals
Surface potential conflicts early in the process. Review flags before engagement, not after.
Infrastructure, not another tool
MatterReady handles the work before a matter is ready for your practice management system—the intake, qualification, and preparation that happens before engagement.
When a matter is qualified and ready, it flows to your existing systems with clean data, proper formatting, and everything your team needs to begin work.
See How It WorksThe Firm Control Tower
MatterReady gives managing partners and practice managers a single view that answers the questions that matter every morning:
- Is the firm healthy?
- Where are we overloaded?
- Where is revenue at risk?
- What needs action today?
- Are we on track this month?
Not a dashboard of charts. An operational briefing. Capacity forecasts, revenue signals, and prioritized actions—all in one place.
The operational brain for modern law firms.
How firms connect
MatterReady works alongside your existing website and practice management system. There's no need for engineering support or changes to how your firm currently operates. Most firms are up and running in a single conversation.
- Link to hosted intake from your website—no embedding required
- Use your own branded domain when you're ready
- Sync qualified matters directly to Clio
- Keep Clio as your system of record
Hosted intake
Your firm receives a hosted intake link like smithlaw.matterready.io. Add it to your website, email signature, or contact page. Clients complete intake there; qualified matters flow to your dashboard.
Custom domain (optional)
Prefer a branded URL? Use something like intake.smithlaw.com. You'll make a simple DNS update; MatterReady handles the secure certificate. No development work required.
Clio integration: MatterReady syncs structured client data, attorney-ready summaries, and conflict flags into Clio Manage or Clio Grow. Matters appear in Clio with the information your team needs—Clio remains the system of record.
Embedding options are available if needed later, but most firms start with a simple link.
Getting started
Most firms set up MatterReady independently. For those who prefer guided setup, we offer optional implementation services—one-time engagements to help your team get live smoothly.
View PricingIn select jurisdictions, MatterReady can prepare draft documents for attorney review when matters reach sufficient qualification. Draft preparation is always subject to attorney review and approval.