From lead to signed engagement in days, not weeks
Client intake software for law firms
MatterReady captures client information, qualifies it automatically, and surfaces conflict signals before your team reviews. When a matter is ready, it flows to Clio with everything in place.
- Guided intake forms that collect complete information upfront
- AI qualification scoring shows what's ready to review
- Conflict signals surface before engagement
- Automatic alerts when leads go cold
- Clean handoff to Clio Manage and Clio Grow
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.
AI Qualification Scoring
Every matter is scored for readiness using AI. 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.
Pipeline & Kanban
Track every lead through your intake pipeline. Kanban boards show exactly where each matter stands.
Stall Detection & Alerts
Automatic email notifications when leads go cold. Your team gets alerted before opportunities slip away.
Documents & E-Signatures
Generate engagement letters and legal documents with multi-party e-signatures. Sequential signing ensures attorneys review before clients sign.
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?
- Which attorneys have capacity for new matters?
- How fast is the team responding?
Not a dashboard of charts. An operational briefing. Capacity forecasts, revenue signals, first-contact velocity, and prioritized actions—all in one place.
Smart lead distribution: MatterReady suggests attorney assignments based on current workload and availability. Calendar integration auto-detects when consultations are scheduled and updates lead status automatically.
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—or embed the AI chatbot
- Sync leads from Google Local Services Ads automatically
- Connect Google Analytics, Google Ads, and Search Console
- Sync qualified matters directly to Clio Manage or Clio Grow
- Use your own branded domain when you're ready
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 client contacts, matter details, calendar events, and attorney assignments into Clio Manage or Clio Grow. Staff mappings ensure leads route to the right attorney. Clio remains your system of record.
Embedding options available. Most firms start with a simple link.
AI Chatbot for your website
Add a conversational intake assistant to your website. The chatbot captures leads 24/7, collects matter details through natural conversation, and creates qualified leads in your pipeline automatically.
Conversational intake
Prospective clients describe their situation in their own words. The chatbot asks follow-up questions, gathers contact information, and routes the lead to the right practice area.
Speaks their language
The chatbot automatically detects when visitors write in Spanish and responds in Spanish. No configuration needed—it just works.
Embed with a single script tag. Works on any website.
Referral handoff
When a matter isn't the right fit, MatterReady makes referrals seamless. Send leads to partner attorneys with a single click—they get a secure portal to review case details and accept or decline.
- One-click referral to partner attorneys
- Secure portal for referral partners
- Track referral status and outcomes
- Audit trail for every handoff
Getting started
Most firms are live the same day. Add a link to your website, connect Clio, and start receiving qualified leads. No engineering support required.
Need help? An AI assistant is built into the portal—ask questions about your data, get suggestions, and find features without digging through menus.
Try Interactive DemoPractice-area specific intake forms available for estate planning, family law, personal injury, and more. Custom intake configurations available on request.