Approach
Keep your tools. Make them work together.
How we work with practices, and the rules we keep on every build.
How we work
Four principles.
Start with the problem
The Diagnostic comes first. We recommend the smallest change that fixes the problem, even if that’s not a Matterline solution.
Build on what exists
Your CRM, inbox and calendar stay. We connect them and add what’s missing.
Design the approval points
Before we build, we agree in writing where a practitioner must approve.
Measure, then improve
Every solution has agreed measures, reported monthly, with the next improvement recommended.
- 01
Matterline never gives legal or immigration advice.
Neither do our assistants. Legal and immigration advice stays with your lawyers and registered migration agents.
- 02
A practitioner approves what matters.
Proposals, agreements, newsletters and advice-adjacent messages wait for sign-off, by rule.
- 03
We add to your tools. We never replace them.
Your CRM, inbox and calendar stay. We connect them and add what’s missing.
- 04
Nothing goes live untested.
Every workflow is tested on de-identified data, including the questions designed to trip it up.
In practice
From first call to fully running.
- 01
Practice Diagnostic
Three short steps online and a 30-minute conversation.
- 02
Solution design
Workflows and approval points agreed in writing.
- 03
Implementation
Built, connected and tested on de-identified data.
- 04
Training and go-live
Team trained, then two weeks of close monitoring.
- 05
Optimisation
Monthly reporting and tuning.
Start with a Practice Diagnostic.
A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.