Services
AI Implementation.
AI is useful in a practice when it drafts, sorts and summarises, and a qualified person decides. We implement it that way, and only that way.
What’s included
Where we usually start.
Enquiry assistants
Answer, collect details and book. Never assess eligibility.
Learn moreDrafting
First drafts of proposals, letters and updates from your templates, for practitioner review.
Summaries
Consultation notes and long email threads summarised for the file.
Document sorting
Uploaded files classified and named against your checklist.
Internal knowledge
Staff questions answered from your own SOPs, with the source linked.
Learn moreUsage policy
A written acceptable-use policy for AI in your practice.
Our standard
Every engagement includes:
- No AI output reaches a client without the approval you set
- Assistants identify themselves as assistants
- Client data handled under agreed data terms
- Tested against questions designed to trip it up
- 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.