The problem with intake forms

Most law firms already have some form of intake. A contact form on the website. A CRM. A PDF that gets emailed around. The problem isn't collecting information—it's that the information arrives incomplete, inconsistent, and unqualified.

Staff spend hours chasing missing details. Attorneys review matters that aren't ready. Conflicts surface after time has been invested. Data gets re-entered manually, introducing errors along the way.

How MatterReady is different

Generic intake forms

  • Collect freeform text
  • No validation or completeness checks
  • Same form for every matter type
  • No conflict awareness
  • Manual data entry into your systems

MatterReady

  • Structured, normalized data
  • Completeness scoring built in
  • Adaptive forms by practice area
  • Early conflict signals
  • Clean handoff to your systems

What matters to firms like yours

Structured data

Information arrives in consistent formats. Names are normalized. Dates are validated. Your team doesn't interpret freeform text.

Readiness scoring

Every intake is scored for completeness. Core, Enhanced, or Comprehensive. Attorneys know what's ready without reviewing every file.

Consistency

Every matter goes through the same qualification process. No variation based on who handles intake or how busy the office is.

Operational Intelligence

Beyond intake, MatterReady provides forward-looking operational visibility. Know where your pipeline stands—and where it's heading.

Capacity Forecasting

See projected workload 30 days out. Know when you're approaching capacity before it becomes a problem.

Revenue Risk Detection

Identify leads at risk of falling through. See estimated revenue impact from delayed follow-up.

Pipeline Intelligence

Understand conversion rates, scheduling velocity, and where matters stall. Data-driven operational decisions.

The Firm Control Tower

MatterReady includes a command-level operational view for managing partners and practice managers. Open it every morning and know instantly:

  • Firm health status at a glance
  • Today's priorities, ranked by urgency
  • Capacity and 30-day forecast
  • Revenue secured, pending, and at risk
  • Pipeline velocity trends

The operational brain for modern law firms.

For firms that care about getting it right

MatterReady is built for firms that want intake to be a reliable process, not a source of surprises.

  • "Why did we miss that conflict?"
  • "Why wasn't this information collected upfront?"
  • "Why are we spending attorney time on incomplete matters?"
  • "Why does every new matter require data entry?"

If these questions sound familiar, MatterReady may be worth a conversation.