Foundation · Document framework & template library
Blueprint
Blueprint designs your entire document system once: a brand standard, a template library for every practice area, smart fields from your CRM, an approved clause library and the operating manual your team works from. Closer, Keeper and Team Ops then generate from it automatically.
PricingA$3,900 setup · A$190/month
What Blueprint is
A solution we build and run, not software you subscribe to.
Configured for your practice
Blueprint is a document framework we design and hand over, designed around your workflow and approval points during solution design.
Built on proven tools
We use established third-party tools, preferring ones you already pay for. Typical stack: Google Docs or Word templates · HTML-to-PDF generation · clause library (Notion) · version log · practice CRM fields.
Maintained as you grow
The monthly fee covers template updates, version control and keeping the library current.
The problem
If your documents live in people’s heads, your quality walks out the door with them.
Built for practices with inconsistent, retyped documents and growing teams that learn the job by asking around.
Sound familiar?
Signs you need Blueprint.
- Several versions of the same agreement in use
- New staff take weeks to become useful
- No written SOPs
- Documents look different depending on who made them
What it does
What Blueprint runs for you.
Brand standard
One look for every document your practice sends, from the first letter to the final grant email.
Template library
Proposals, agreements, checklists and letters for every practice area you serve.
Smart fields
Templates pull names, dates and fees from your CRM, so nothing is retyped.
Clause library
Your approved wording, locked so staff can’t edit it by accident.
Operating manual
Written SOPs your team works from, so new staff learn the job from the manual, not by asking around.
Version control
Every change logged, every template versioned, old versions retired.
How we build it
Live in about six weeks.
- 01
Document audit and inventory
- 02
Brand standard and master templates
- 03
Stream templates and clause library
- 04
SOPs and operating manual
- 05
Sign-off and version control set up
How it runs
What happens every month.
- 01
Change requests from the practice
- 02
Version log update
- 03
Review against policy changes the practice flags
- 04
New templates as services grow
- 05
Brand standard refresh
Where your practitioner decides
Guardrails, built in.
Matterline does not provide legal advice or immigration assistance. Your qualified practitioners give all advice.
- RulePractice approves all wording
- RuleLocked clauses can’t be edited by staff
- RuleFull version history
- RuleNo advice content authored by Matterline
Getting started
What we need from you
- Every current template and letter
- Brand assets
- List of practice areas served
- Two practitioner workshops
- CRM field list
What you’ll measure
- Templates live
- Minutes to produce a document
- Version errors found
- New-staff onboarding time
Exact tools and integrations are confirmed during solution design. What we can connect depends on each system’s API, your subscription tier and the access you grant.
Questions practices ask
Straight answers.
We already have templates.
We consolidate, brand, version and connect them so they fill themselves.
Our practitioners don’t have time.
Two 90-minute workshops. We do the writing and formatting.
This is legal content.
You own every word. We structure, format and version it.
Do we own the templates?
Yes. Every template, clause and SOP belongs to your practice, including if you stop working with us.
Blueprint pricing
Prices in AUD, excluding GST. Bundle with Frontdesk, Closer and Connect in the Growth Suite to save on setup.
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.