Practice management for modern firms

Every matter,
in perfect order.

MatterFirst pulls intake, documents, clients and billing onto one automated thread — so your firm moves faster and nothing slips.

Book a demo Explore the platform

Guided 7-day free trial · Cancel anytime · Australian support

Works with the tools your firm already trusts

XeroPEXAStripeMicrosoftGoogleMYOBQuickBooksZapierMakeDropboxOneDriveSlackXeroPEXAStripeMicrosoftGoogleMYOBQuickBooksZapierMakeDropboxOneDriveSlack

Your team didn't study law to chase paperwork.

Most practice software just stores the chaos. MatterFirst puts it in order — automatically.

The golden thread

One thread runs through every matter.

Follow a matter through MatterFirst — from the first enquiry to the paid invoice.

  1. 1

    A lead lands. MatterFirst catches it.

    Web forms, referral partners and emails feed one pipeline. No re-typing, no sticky notes, no leads going cold in an inbox.

    New enquiries 3 today
    S Sarah Mitchell Property purchase — Paddington 2 min ago
    C Chen & Partners Commercial lease review 1 hr ago
    D David Okafor Estate planning 3 hrs ago
  2. 2

    The matter opens itself.

    One click turns a lead into a matter — reference number assigned, tasks created, deadlines set from your firm's own templates.

    CON-2041 Conveyancing · Purchase

    Mitchell — 14 Arthur St, Paddington

    • Send engagement letter
    • Order title search
    • Review contract of sale
    • Book settlement — PEXA

    4 tasks, 2 deadlines and the document pack were created from your template.

  3. 3

    Documents read themselves.

    Document AI lifts the parties, key dates and figures out of contracts as they arrive, and files each one against the right matter.

    Contract_of_Sale_14ArthurSt.pdf Read by Document AI in 4 seconds
    Purchaser Sarah L. Mitchell
    Property 14 Arthur St, Paddington QLD
    Price $1,285,000
    Settlement 12 Sep 2026
    Deposit $128,500 · due 24 Jul

    ✓ Matter fields prefilled · key dates added to the timeline

  4. 4

    Clients see progress without calling.

    Every client gets a branded portal — progress, documents, messages and payments in one place. Included, not an add-on.

    Your matter progress On track
    Contract Searches ✓ Settlement
    Searches came back clear. Settlement is locked in for 12 Sep — nothing needed from you this week.
    Fantastic, thank you!

    Sent from your firm's branded portal — no “just checking in” calls.

  5. 5

    Billing closes the loop.

    Time is already captured, trust rules already applied. Invoices go out on time and sync straight to Xero.

    Invoice #INV-0412 Mitchell — CON-2041 PAID
    Professional fees (12.4 hrs, auto-captured)$3,720
    Disbursements — searches, PEXA$486
    Total (inc. GST)$4,626.60
    Trust-compliant Synced to Xero ✓ Paid via portal

Only in MatterFirst

The parts other platforms make you bolt on.

Document AI that does the reading

Contracts, IDs and correspondence are read on arrival — parties, dates and figures extracted and filed against the matter, fields prefilled before anyone opens the file.

Parties Settlement dates Financial figures Property details Template matching

An automation engine, not macros

No-code rules that chain together — when this happens, do that, then that.

11

trigger types

12

action types

Client portal, included

Branded for your firm, free for every client. Progress, documents, messages, forms and payments — without another subscription.

Workflows you can actually see

A visual builder for sequential, conditional, parallel and approval steps — your firm's process, drawn once, followed every time.

Open where it counts

Xero, PEXA, Stripe, Microsoft 365, Google Workspace, Zapier — plus a full REST API and webhooks when you want to build your own.

See all integrations

2 days

from sign-up to live, with guided setup

99.99%

uptime, hosted on Australian infrastructure

7 days

guided trial with your real matters

1 thread

from first enquiry to final invoice

Coming from Actionstep, LEAP or Clio?

We migrate your matters, contacts and documents — most firms switch in under a week.

vs Actionstep vs LEAP vs Clio
“We were on Actionstep for six years. Within two weeks on MatterFirst, our practice manager said it was the best decision we'd made in a decade.”

James O'Brien

Managing Partner, O'Brien Commercial Law

Put your practice in perfect order.

See your own matters running on one golden thread — guided trial, real data, seven days.

Book a demo Talk to us