MatterFlow Legal Help Center
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Browse guidance for setup, clients, pipeline stages, engagement letters, client intake, billing, and account management.
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Clients & Pipeline
Updated 2026-03-15
How to Add a Client
Create a client record so your firm can immediately send intake or engagement documents.
Clients & Pipeline
Updated 2026-03-15
Import Clients from Clio
Migrate your client list into MatterFlow Legal using a CSV export from Clio.
Clients & Pipeline
Updated 2026-03-15
What Is the Client Pipeline?
Understand how MatterFlow Legal tracks every client from intake through signed engagement.