Services
The expertise behind every solution.
Not every practice fits a package. Our services are the same skills we use to build Frontdesk, Closer and Keeper, applied to whatever is slowing your practice down.
What we do for you
Five services, one standard.
Workflow Automation
Turn manual hand-offs into connected workflows.
Learn moreSystems Integration
APIs, webhooks and custom connections between your tools.
Learn moreAI Implementation
Practical AI with a practitioner beside it.
Learn morePractice Optimisation
Find the friction, redesign the process.
Learn moreOperational Intelligence
One honest view of how the practice runs.
Learn more
How a service engagement runs
Scoped first. Priced before we start.
- 01
Diagnostic call
A 30-minute conversation about the problem and the tools involved.
- 02
Written scope
What we’ll build, what it costs and how we’ll know it worked.
- 03
Build and test
On de-identified data, with your practitioner signing off approval points.
- 04
Handover
Documentation, training and a run log you can read.
- 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.
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.