First requests start in one place
IDs, authorities, engagement documents, and supporting files can stay in one onboarding flow instead of being split across messages.
matter by neudash
For lawyers
Client onboarding software for lawyers that starts the matter cleanly.
Legal onboarding gets messy when IDs, authorities, retainer documents, first instructions, and supporting records all begin in different places. The matter starts with uncertainty before the legal work has even begun.
At a glance
Client onboarding software for lawyers that starts the matter cleanly.
Matter is client onboarding software for lawyers who want the first client steps to stay connected. It gives clients a branded place to receive requests, upload onboarding documents, and understand next steps while staff keep notes, follow-up, and the matter history attached to the same workflow.
Best for
Law firms that want intake and first document collection to feel cleaner for both the client and the team.
Why teams switch
Branded client portal, structured requests, onboarding notes, matter updates, and independently tested security for sensitive legal records.
What the workflow has to handle
Where the work breaks when the file, client, and team are split apart.
The team can see what is still outstanding
Notes, uploads, follow-up, and next actions stay attached to the matter from the start.
The first impression feels more deliberate
A branded portal feels clearer and more current than an onboarding process built from attachments and copied emails.
The setup work stays useful once the matter moves
Onboarding records, communication, and uploads remain connected when the matter shifts into the next stage.
Product walkthroughs
Review the client and team experience.
Client portal
Review the onboarding experience
See how Matter gives clients one place for requests, uploads, and next steps.
Explore the detailsStaff view
Review the internal handoff
See how Matter keeps onboarding notes, uploads, and next actions together.
Explore the detailsSecurity
Review the security posture
See the security page for sensitive records collected during onboarding.
Explore the detailsLegal onboarding sets the tone for the rest of the matter
Firms rarely lose time here because they lack legal expertise. They lose time because onboarding starts in too many places at once and the matter is messy before anyone has done meaningful work on it.
That drag keeps showing up later.
Good onboarding reduces rework later
The win is simple: clear first requests, a visible list of what is still outstanding, less manual follow-up, and a cleaner handoff into the active matter.
When Matter is worth reviewing
Choose Matter to connect the first client steps to the whole practice: CRM, matters, documents, agreements, team work, billing, and accounts. Give clients a polished start and keep the team in control through delivery.
Related pages
Keep going from the workflow you are evaluating.
FAQ
Questions teams ask before switching.
What makes onboarding software useful for lawyers?
The useful part is not the intake form alone. Good onboarding software keeps the first requests, uploads, notes, follow-up, and next steps together so the matter can start cleanly and hand off more easily.
Does Matter replace a CRM or full intake platform?
Matter is a complete practice platform with CRM, cases, team tasks, calendars, document review, letters, agreements, electronic signatures, billing, and client and trust accounting. Onboarding and document management are part of that connected system. Check any jurisdiction-specific precedents or specialist legal requirements against your firm’s needs.
Why does onboarding quality matter so much?
Because the first missing document or unclear request usually appears at the start. When onboarding is messy, the matter keeps paying for that mess later.
See whether onboarding is where your matters start going wrong
If the first stage of the matter is still built from attachments, follow-up, and manual handoffs, improving onboarding can make the rest of the work easier to run.
Seven days of full product access. No credit card required. No setup fee.