$399/month

per firm, billed monthly

  • Includes up to 10 users (staff + attorneys)
  • Unlimited intakes
  • Unlimited documents & engagement agreements
  • No per-seat pricing as your firm grows
  • Cancel anytime
  • 30-day money-back guarantee

MatterReady is priced for small and mid-sized firms. Most firms with 1–3 attorneys are fully covered under the standard plan—with room to grow, no per-user fees, and no hidden costs.

Annual billing available at $3,990/year (two months free).

Is MatterReady a fit for small firms?

MatterReady is commonly used by solo attorneys and firms with one to three attorneys. The flat firm-wide price avoids per-user fees and gives small firms room to grow without changing plans.

  • Designed for solo and small firms
  • One converted intake often covers the monthly cost
  • Saves staff time every week
  • No need to manage per-user licenses

What's included

  • Hosted client intake forms tailored to your practice areas
  • Structured data normalization and validation
  • Qualification scoring for every matter
  • Conflict signals surfaced before attorney review
  • Attorney-ready PDF summaries for each intake
  • Document generation and e-signatures
  • Clio integration (Manage and Grow)
  • Up to 10 users across your firm

No setup fee required

MatterReady does not charge a required setup fee. Most firms are live the same day they sign up. You get access to everything—intake forms, qualification scoring, conflict signals, Clio integration—without paying extra to get started.

Optional onboarding and configuration services are available for firms that want guided setup or have specific operational requirements. These are one-time engagements, not ongoing consulting.

Why firm-wide pricing

Per-seat pricing creates friction. It discourages firms from giving access to the people who need it—intake staff, paralegals, office managers. It turns software into something you ration instead of something you use.

We price by firm because intake is a firm-wide function. When a new matter comes in, the right people should be able to see it, review it, and act on it without anyone checking license counts.

More than intake forms

MatterReady isn't just a form builder. It's the infrastructure between first contact and your practice management system—qualification, conflict signals, data normalization, and clean handoff to Clio.

The work that used to happen in emails, spreadsheets, and follow-up calls now happens in a structured system designed for how law firms actually operate.

No free trial. Paid from day one—backed by a 30-day money-back guarantee.

Frequently Asked Questions

Is MatterReady too much for a small firm or solo attorney?

No. MatterReady is commonly used by firms with one to three attorneys. The flat firm-wide price avoids per-user fees and gives small firms room to grow without changing plans.

Is there a free trial?

No. MatterReady is paid from day one. We offer a 30-day money-back guarantee—if it's not the right fit, we'll refund your first month, no questions asked.

What's the difference between MatterReady and Clio Grow?

Clio Grow is a CRM for tracking leads and marketing. MatterReady is intake infrastructure—we focus on collecting complete, structured client information, qualifying matters, and surfacing conflict signals before attorney review. MatterReady syncs qualified matters into Clio. They work together.

Can I try it before buying?

Yes. Our interactive demo lets you explore MatterReady with realistic sample data. You can see exactly how intake, qualification, and document generation work before committing.

How long does setup take?

Most firms are live the same day they sign up. MatterReady comes pre-configured for common practice areas. You can customize intake forms, add your branding, and connect to Clio in under an hour.

Do I need technical help to get started?

No. MatterReady is designed for self-serve setup. You'll get a hosted intake link like yourfirm.matterready.io that you can add to your website immediately. No developer required.

What if I need help?

We offer optional implementation services for firms that want guided setup or have specific requirements. These are one-time engagements, not ongoing consulting fees. Reach out to hello@matterready.io to discuss.

Is my data backed up?

Yes. MatterReady creates encrypted snapshots of your data daily. Firm administrators can restore from any available snapshot directly from admin settings. You can also export all your data at any time. See our Security & Trust page for details.