Help your firm get up and running fast
Browse guidance for setup, clients, pipeline stages, engagement letters, client intake, billing, and account management.
Featured articles
Start here for the most common launch and setup questions.
Quick Start Guide (5 Minutes)
Get MatterFlow Legal configured quickly so your firm can start sending engagement letters and moving clients into the pipeline.
Getting Started with MatterFlow Legal
Set up your firm, review your configuration, and prepare MatterFlow Legal for public launch or internal rollout.
What Is the Client Pipeline?
Understand how MatterFlow Legal tracks every client from intake through signed engagement.
How to Add a Client
Create a client record so your firm can immediately send intake or engagement documents.
Import Clients from Clio
Migrate your client list into MatterFlow Legal using a CSV export from Clio.
How Engagement Letters Work
Learn how MatterFlow Legal generates, sends, tracks, and stores engagement letters.
Sending an Engagement Letter
Generate the engagement PDF, email it to the client, and track delivery through the pipeline.
Sending an Intake Form
Request client information before engagement and store intake responses in the client record.
Website Intake Embed
Collect client inquiries directly from your website and create records automatically inside MatterFlow Legal.
MatterFlow Pricing
Understand MatterFlow Legal plans, pricing tiers, and seat limits.
Changing Your Plan
Update your MatterFlow Legal subscription when your firm needs more capacity or a different billing tier.
Managing Billing
Use the billing portal to manage payment methods, invoices, and subscription details.
Frequently Asked Questions
Quick answers to common questions about signatures, templates, website intake, and stored documents.
All articles
15 articles
Changing Your Plan
Update your MatterFlow Legal subscription when your firm needs more capacity or a different billing tier.
Frequently Asked Questions
Quick answers to common questions about signatures, templates, website intake, and stored documents.
Getting Started with MatterFlow Legal
Set up your firm, review your configuration, and prepare MatterFlow Legal for public launch or internal rollout.
How Engagement Letters Work
Learn how MatterFlow Legal generates, sends, tracks, and stores engagement letters.
How to Add a Client
Create a client record so your firm can immediately send intake or engagement documents.
Import Clients from Clio
Migrate your client list into MatterFlow Legal using a CSV export from Clio.
Managing Billing
Use the billing portal to manage payment methods, invoices, and subscription details.
MatterFlow Pricing
Understand MatterFlow Legal plans, pricing tiers, and seat limits.
Quick Start Guide (5 Minutes)
Get MatterFlow Legal configured quickly so your firm can start sending engagement letters and moving clients into the pipeline.
Sending an Engagement Letter
Generate the engagement PDF, email it to the client, and track delivery through the pipeline.
Sending an Intake Form
Request client information before engagement and store intake responses in the client record.
Using a Custom Engagement Template
Upload your firm’s own engagement letter format and use it inside MatterFlow Legal.
Website Intake Embed
Collect client inquiries directly from your website and create records automatically inside MatterFlow Legal.
What Happens When the Client Signs
See what changes automatically after a client completes an engagement signature.
What Is the Client Pipeline?
Understand how MatterFlow Legal tracks every client from intake through signed engagement.