---
title: MatterFirst Reviews
meta_title: 'MatterFirst Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how MatterFirst works for a business like yours.
date_modified: '2026-09-08'
parent_category:
  name: AI Agents
  url: https://www.g2.com/categories/ai-agents
---


# MatterFirst Reviews
**Vendor:** MatterFirst  
**Category:** [AI Legal Operating System Software](https://www.g2.com/categories/ai-legal-operating-system)
## About MatterFirst
MatterFirst is legal practice management software for Australian law firms, connecting workflows, documents, client communication, and billing into one system. It streamlines intake, document management, client portals, and billing to reduce manual tasks. Automated lead capture consolidates inquiries from web forms, referrals, and emails into a single pipeline, converting leads into matters with reference numbers, tasks, and deadlines. Document AI extracts data from contracts and correspondence, filing documents and prefilling fields automatically. A client portal offers branded access to updates, documents, messages, and payments. No-code automation allows firms to create custom workflows, while time tracking captures billable hours and billing integrates with Xero for trust-compliant invoicing. Integrations include Xero, Stripe, Microsoft 365, Google Workspace, PEXA, and InfoTrack, with data stored in Australian AWS regions.






- [View MatterFirst pricing details and edition comparison](https://www.g2.com/products/matterfirst-matterfirst/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-08+19%3A58%3A31+-0500&secure%5Bsession_id%5D=348ef482-cc3f-4803-a734-0e31ca78420f&secure%5Btoken%5D=16b17ddc725750909047f005cc8a65893b0cb7b283f6bb92683fec14bbea8099&format=llm_user)

## MatterFirst Features
**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Platform Basics**
- Reporting
- Activity Dashboard
- Cloud
- Mobility
- Historical Reporting

**Agentic Workflow Execution - AI Legal Operating System**
- End-to-End Workflow Execution
- Dynamic Planning & Next-Step Actions
- Multi-Agent Orchestration
- Scheduled & Continuous Execution

**Content Management**
- Document Management
- Calendar Integration
- Workflow
- Accounting Integration
- Financial Management
- Invoice Management
- Portfolio Management
- Contract/License Management
- Patent/Trademark Management
- Client Management
- Case Management
- Email Management
- Workflow Management
- Calendar Management
- Task Management
- Deadline Management
- Docket Management
- Compliance Management
- Conflict Management
- Communication Management
- Docket Management

**Legal Context & Intelligence - AI Legal Operating System**
- Cross-System Context Aggregation
- Institutional Knowledge Grounding
- Legal Playbook Application
- Persistent Matter Context

**Agentic AI - Legal Case Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System
- Third-Party Integrations

**Agentic AI - AI Agents**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Systems & Collaboration - AI Legal Operating System**
- Human Approval & Intervention
- Bidirectional System Integrations
- Workflow Routing & Handoffs

**Additional Functionality**
- Billing & Invoicing
- Document Automation
- Customizable Reports
- Electronic Signature
- Generative AI
- Accounting
- Alerts/Notifications
- Document Templates
- Trust Accounting
- Client Portal
- Reporting & Statistics
- Data Import/Export
- Access Controls/Permissions
- SSL Security
- For Legal Professionals
- AI Copilot
- Case Notes
- Full Text Search
- Automatic Backup
- Customizable Forms
- Activity Tracking
- Electronic Payments
- Predictive Analytics
- Contact Database
- Customizable Fields
- Customer Database
- Reminders
- Document Storage
- Court Records Search
- API
- Data Visualization
- Two-Factor Authentication
- Interaction Tracking
- Version Control
- Credit Card Processing
- Status Tracking
- Customizable Templates
- Expense Tracking
- Billable Items Tracking
- Time & Expense Tracking
- Online Payments
- 2-Way Messaging
- Billable & Non-Billable Hours
- Mobile App

**Agent Management & Governance - AI Legal Operating System**
- Agent Activity Monitoring & Audit Trails
- Role-Based Agent Permissions
- Agent & Workflow Builder
- Exception Handling & Escalation

## Top MatterFirst Alternatives
  - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (991 reviews)
  - [LawVu](https://www.g2.com/products/lawvu/reviews) - 4.5/5.0 (103 reviews)
  - [Supio](https://www.g2.com/products/supio/reviews) - 4.8/5.0 (66 reviews)

