Onboard clients in a day, and get paid without chasing.
The slowest part of most matters is the start — forms in the post, identity documents by email, a quote sitting unanswered. ClearMatter turns that into a guided journey the client completes themselves, with the compliance file built as a by-product.
- Secure link sign-in, no password required
- Forms, document tasks and progress in one branded portal
- Quotes built from your rate cards and pricing rules
- Card payments post straight to the matter
Win the work, onboard fast, get paid
The slowest part of most matters is the start. ClearMatter turns onboarding from a week of email into a guided journey your client completes themselves — with the compliance file built as a by-product.
Quote and win the work
Build a fee quote from your rate cards and pricing rules, with costs, disbursements and VAT broken out. The client accepts online. Leads and referral sources are tracked, so you know what actually brings work in.
Onboard and verify in a day
The client completes your forms in a branded portal using a secure link — no password to set up. Identity and address verification, Companies House data, sanctions and PEP screening, and source of funds are recorded against the client as you go.
Stop the "any update?" calls
Clients see progress against the matter, the tasks waiting on them, and the documents they need to return. Fewer chasing emails in both directions.
Get paid without chasing
Card payment through a secure checkout, or a bank transfer you can mark off. Receipts post against the matter, so the ledger is right the moment the money lands.
What the client actually gets
A journey that looks like your firm, not like software.
Secure link sign-in
Clients sign in through a link sent to them. No password to create, forget or reset — and no support call when they inevitably do.
Onboarding forms and document tasks
Your forms, completed by the client, with the documents you need requested and returned in the same place.
Quote acceptance
Fees, disbursements and VAT broken out clearly. The client accepts online, and the accepted quote is attached to the matter.
Card payment or bank transfer
Pay by card through a secure checkout, or by transfer that you mark off. Either way the receipt posts against the matter.
Branded to your firm
Firm branding, document templates and email templates are configured per practice, so the journey looks like you.
Leads and referral tracking
See where instructions come from and which referral sources actually convert, rather than guessing at the end of the year.
Client portal questions
What firms ask before putting their clients in front of it.
- Do clients need a password?
- No. Clients sign in through a secure link sent to them, so there is no password to create, forget or reset — one of the most common reasons onboarding stalls.
- What can a client do in the portal?
- Complete onboarding forms, provide the details needed for identity and address verification, review and accept a fee quote, upload and return documents you have requested, see progress on their matter, and pay.
- How do clients pay?
- By card through a secure checkout, or by bank transfer which you mark off when it lands. Either way the receipt posts against the matter, so the ledger reflects the payment rather than waiting for someone to key it in.
- Is the portal branded to our firm?
- Yes. Firm branding, document templates and email templates are configured per firm, so the client journey looks like your practice rather than a software vendor.
- How are quotes produced?
- From your rate cards and pricing rules, with fees, disbursements and VAT broken out. The client accepts online, and leads and referral sources are tracked so you can see which sources actually convert.
Explore the rest of ClearMatter
Time recording
Time that gets recorded because nobody has to remember it.
Legal accounts
A ledger you cannot quietly edit, and client money rules checked before posting.
AML & compliance
Screening, verification and source of funds recorded as you onboard.
Outlook & Word
File email and draft documents without leaving Outlook or Word.
Matters & workflow
Design how your firm runs a matter type, then run every matter that way.
See it against your own matters
Click through the interactive demo now, or book a walkthrough and we'll run it on the kind of work your firm actually does.