MatterFit is a case intake decision engine for law firms. It scores incoming matters across value, effort, fit, and current capacity, then recommends whether to accept, reject, refer, or prioritize them. Intake teams can receive recommendations in their existing workflows, so they can act without leaving their current tools. Outcomes from closed matters, including realized value and effort, feed back into the scoring model for future recommendations. The connected Clio Manage + Grow integration syncs matters automatically and writes recommendations to Clio custom fields. Supporting data can also come from CallRail, QuickBooks, forms, webhooks, or manual entry. The service is available on the web and through an API. Its pricing FAQ says client information is not retained on MatterFit servers and processing stays within the firm’s existing CRM data boundary. Qualified pilot firms receive 60 days of free full access, onboarding, and direct founder support. Pilot and Growth each allow one office location; multiple locations are available on Scale. Growth and Scale pricing is available on request.
Who it is for
MatterFit suits law firm partners, intake teams, and operators seeking a structured way to assess incoming matters. Firms using Clio Manage + Grow can use automatic matter syncing and recommendation write-back.
What is good
- Scores matters by value, effort, fit, and capacity.
- Recommendations can be written into existing workflows.
- Closed matter outcomes inform future scoring.
- Clio integration syncs matters and writes recommendations back.
What to know first
- Pilot access is limited to one office location.
- Growth pricing is available on request.
- Multiple office locations are available only on Scale.
- Lawmatics, Filevine, and Lead Docket are planned integrations.
Verdict
MatterFit structures case intake recommendations and can incorporate outcomes from closed matters. Firms should check plan pricing and location limits, and distinguish connected integrations from those listed as planned.
MatterFit plans and pricing
All plansCompared on legal workflow automation software
- Free plan
- No
- Client intake
- Yes
- Approval routing
- Yes
- API access
- Yes
- Audit logs
- Yes
