MatterReady is one of the most intake-focused tools in estate planning: structured intake packs, asset inventories, phased intake you can send in parts, and integrations with Clio and NetDocuments. Superforms is aimed at a different failure point. Not the structure of the intake, but whether the client finishes it. We rebuild your existing form into a guided, spoken experience they complete.
The short version
MatterReady's strength is structured estate-planning intake packs and asset inventories across practice areas, from about $149 a month. Superforms' strength is the client experience: read-aloud voice, plain-language explanations, and your existing PDF rebuilt for you, so long intakes get finished, at flat pricing from $99. Pick MatterReady for the intake structure; pick Superforms when completion is the problem.
MatterReady gives you structured intake. Superforms speaks each question, which is what carries an older estate client through a long intake.
Executor, per stirpes, per capita, explained in plain words on tap where they come up, so clients do not stall.
You send the questionnaire you use today and we rebuild it as the guided form. MatterReady gives you intake packs to set up and configure yourself.
Superforms is $99 a month for a solo and $249 for a firm, below MatterReady's roughly $149 a month, with a done-for-you setup and no lock-in.
| For law firm intake | Superforms | MatterReady |
|---|---|---|
| Structured estate-planning intake | Yes | Yes, its core strength |
| Reads every question aloud | Yes | No |
| Explains legal terms in plain language | Yes | No |
| Rebuilds your existing PDF for you | Yes, done for you | Intake packs you set up |
| Handles a long, multi-part intake | Guided steps, save and resume | Phased intake |
| Feeds your case system | Clio native, more via Zapier | Clio, NetDocuments |
| Built for the client's completion | Yes, voice-led | Standard form |
| Pricing | Flat, from $99/mo | From ~$149/mo |
An honest read based on what each product publicly documents. MatterReady is good at what it is built for; this page is about the specific job of long, complex client intake.
Flat pricing built for a small firm: Solo at $99 a month and Firm at $249 a month, with a custom plan above. Free to preview, you only pay once your form is live for clients, extra intakes are $2 each, and there is no per-seat minimum or long lock-in.
MatterReady starts around $149 a month, with estate-planning intake packs, asset inventories, phased intake, and Clio/NetDocuments integrations. It also supports other practice areas. Confirm current pricing on their site.
MatterReady is a strong, structured estate-planning intake tool, and if you want ready-made intake packs, asset inventories, and a NetDocuments integration, it is a solid choice. Superforms is the experience-first alternative: it reads the intake aloud, explains the terms, rebuilds your existing form for you, and costs less on flat pricing, for firms whose real problem is that clients start a long intake and never finish. If completion is the pain, that is our whole design.
For estate-planning intake, yes. MatterReady is structured intake software with intake packs and asset inventories; Superforms focuses on the client experience of finishing a long intake, with read-aloud voice, plain-language explanations, and a done-for-you rebuild of your existing questionnaire, at flat pricing from $99.
It reads every question aloud, explains legal terms in plain language, and rebuilds your existing PDF into the guided form for you rather than having you configure intake packs. Those are client-experience features aimed at completion.
Superforms is flat, $99 a month for a solo and $249 for a firm. MatterReady starts around $149 a month. Both are far below a full estate-planning platform; confirm current pricing on each site.
Yes, Superforms sends the finished intake into Clio natively as a contact, matter, and note, and reaches other tools through Zapier. MatterReady integrates with Clio and NetDocuments.
If clients not finishing the intake is your pain, and you want it built for you at lower flat pricing, Superforms. If you want ready-made intake packs and asset-inventory structure and are fine configuring it, MatterReady.
Send us the intake you use today and we will build a guided version for free. You only pay once it is live for your clients.