Onboarding
Clients open one secure link, create an account, and start the matter without the email chase.
The Smarter Way to Start Every Matter
From intake to action, without the admin
Matteria handles the busywork behind every new matter, so your team can focus on the work that matters.
Modernize Your Legal Firm
Autofilling
Approved matter data fills firm templates in a couple of clicks, so drafts start ready to review.
Communication
Keep clients updated in one shared thread, with every request and reply tied to the matter.
Simplify Intake
Client intake
One guided path for clients
Clients open a secure link, create an account, and upload documents once.
Step 1 of 2
Create your account
Open sign-in page
Document checklist
Know what is missing
Track waiting requests, uploads, and filled documents for every matter in one place.
Documents
8 documents on this matter
Today
Driver's license
Waiting
Waiting on client upload.
Insurance card
Waiting
Waiting on client upload.
Jun 22, 2026
Police report
Uploaded
Client uploaded Police_Report.pdf.
Medical records request
Requested
Sent to provider; response pending.
Jun 21, 2026
Retainer agreement
Filled
Retainer_Agreement.pdf filled from matter data.
HIPAA authorization
Filled
HIPAA_Authorization.pdf filled from matter data.
Jun 20, 2026
Wage verification
Waiting
Waiting on employer response.
Jun 18, 2026
Property damage photos
Uploaded
Client uploaded 4 images of vehicle damage.
Data extraction
Pull details from uploads
Review and edit extracted information that ties back to the original intake and uploads.
Data profile
7 fields extracted on this matter
AddressMaps to Address
123 Main Street
IntakeClient name
John Doe
Insurance card.pdfInsurance carrier
Matter Mutual
Intake form.pdfDate of birthMaps to Date of birth
Jan 12, 1985
IntakeEmployer
Matter LLC
IntakeState
New York
IntakeSSNMaps to Social Security number
xxx xxx 999
Intake form.pdfMatter profile
One record for your file
Every update on the matter is captured in one timeline, from opening the file to intake and document requests.
Activity
8 events recorded on this matter
Today
Document request sent
6:41 PM
Staff requested missing documents from the client.
Client upload
4:18 PM
Client uploaded insurance card and driver's license.
Jun 22, 2026
Data extracted
Jun 22, 2026
Key fields were pulled from uploaded documents.
Jun 21, 2026
Intake submitted
Jun 21, 2026
Client completed guided intake and uploads.
Account created
Jun 21, 2026
Client created a secure portal account.
Jun 20, 2026
Intake link opened
Jun 20, 2026
Client opened the secure intake link.
Jun 18, 2026
Matter opened
Jun 18, 2026
Staff opened a matter and shared a secure intake link.
Templates linked
Jun 18, 2026
Firm autofill templates were attached to the matter.
Document autofill
Auto-fill firm templates
Upload firm templates, see what's unfilled, and populate documents from approved matter data in a couple clicks.
Legal documents
3 unfilled
DocumentFileStatusActions
Retainer AgreementRetainer_Agreement.pdfUnfilled
HIPAA AuthorizationHIPAA_Authorization.pdfUnfilled
Insurance InformationInsurance_Information.pdfUnfilled
Staff approval
Review before exporting
Open autofilled documents, review highlighted fields, compare versions, and approve before export.
LLC_OPERATING_AGREEMENT.pdf
Limited liability company operating agreement of Matter Holdings, LLC
1. Company details. Multi-member LLC with members John Doe (40%) and Jane Smith (60%).
2. Principal place of business. 123 Main Street, Toronto
Scattered data transformed into legal docs.