The enquiry platform and trusted network

Capture Every Enquiry. Grow Through Your Network.

The platform where professional businesses capture enquiries, collaborate with trusted connections and win more work.

Built by a practising solicitorSecure cloud platformComplete audit trailMulti-office ready
MatterIn enquiry detail for Marcus Whitmore, assigned to Laura Hoffman, with £7,500+ revenue potential and email, call, SMS and WhatsApp options
MatterIn dashboard - one screen, complete enquiry visibility

One Screen. Complete Enquiry Visibility.

Track enquiries, ownership, outcomes, referrals and potential fee income from a single platform.

What MatterIn does

One platform. Four jobs.

MatterIn captures, assigns, tracks and refers enquiries - inside and beyond your business.

Capture every enquiry

From phone calls, emails, website forms, walk-ins and referrals.

Assign ownership

Every enquiry has a responsible person, team or department.

Track outcomes

See which enquiries became clients, which were declined, which were referred and which were lost.

Refer beyond your business

When your business cannot act, refer to trusted businesses or professionals - and keep visibility of the outcome.

MatterIn does not replace your existing systems. It fills the visibility gap between enquiry and instruction.

Growing professional network

One trusted network. Many professions.

Law Businesses
Accountants
Tax Advisers
Wealth Managers
Financial Advisers
Mortgage Brokers
Surveyors
Estate Agents
Barristers
Mediators
Expert Witnesses
Insolvency Practitioners
HR Consultants
Trust Corporations
Financial Planners

Refer and receive

Most software stops at your business's front door. MatterIn doesn't.

When a business cannot act - because of capacity, expertise, location, conflict or commercial reasons - the enquiry is often referred elsewhere.

When a trusted business or professional has an enquiry they cannot handle, they can refer it to you.

At that point, visibility usually ends.

MatterIn allows businesses to refer enquiries to trusted businesses and professionals, and to receive referrals in return - whilst maintaining full visibility of who received the enquiry, whether it was accepted, whether it progressed and what the outcome was.

  • Refer out when you cannot act.
  • Receive referrals from trusted businesses.
  • See who received the enquiry.
  • Track whether it was accepted.
  • Follow whether it progressed.
  • Know the final outcome.

The enquiry flow

From first contact to final outcome.

Step 01
Enquiry received
Step 02
Captured in MatterIn
Step 03
Assigned internally
Step 04
Accepted / Declined / Referred
Step 05
Outcome tracked

From first contact to final outcome, every enquiry remains visible.

How it works

Three steps. One complete journey.

Capture Every Enquiry01

Capture Every Enquiry

Phone calls, emails, website forms, walk-ins and referrals enter a single workflow.

Assign Ownership02

Assign Ownership

Every enquiry has a responsible owner.

Track The Outcome03

Track The Outcome

Every enquiry remains visible from first contact to final decision.

The pipeline view

For the first time, see the revenue already on your doorstep.

Potential revenue pipeline
£487,500
84 enquiries · this month
+24% vs last month
New enquiries
42
£284,000
Accepted
31
£152,500
Referred out
7
£38,000
Closed / lost
4
£13,000

One screen. Complete visibility. No spreadsheets. No chasing updates. No guessing.

90-second explainer

See MatterIn in motion.

The shortest way to understand the visibility gap - and how MatterIn closes it.

Works alongside your existing systems

No need to change what already works.

MatterIn works alongside your existing systems, communication channels and processes without requiring businesses to replace technology or change the way they operate.

Technology
Microsoft 365OutlookTeamsSharePointExchangeGoogle WorkspaceSalesforceHubSpotMicrosoft DynamicsZoom
Communication Channels
EmailSMSWhatsAppWebsite FormsSocial MediaReferrals
Business Systems
Case Management SystemsCRM PlatformsPractice Management SystemsDocument Management Systems
Working Environments
Single Office BusinessesMulti-Office BusinessesRemote TeamsHybrid TeamsNational Businesses

MatterIn sits above your existing technology stack, providing complete visibility across enquiries without requiring businesses to replace systems, change providers or alter the way they work.

Works AlongsideDesigned to Work WithSupports Existing SystemsCompatible With Existing Processes

Telephone compatibility

Works alongside your existing telephone system.

MatterIn is designed to work alongside your existing telephone provider and enquiry processes. Businesses do not need to change their telephone system, telephone numbers or existing workflows.

Microsoft Teams Phone
Gamma Horizon
BT Cloud Voice
8x8
RingCentral
Vodafone Business
Cisco Webex Calling
Mitel
Avaya
NFON
Vonage
Dialpad
Generic Telephone Systems

Whether enquiries arrive through telephone calls, email, website forms, SMS, WhatsApp, social media or referrals, MatterIn provides visibility across every enquiry entering your business.

Who MatterIn is for

Built for professional services businesses.

Supports legal, accountancy, financial planning, wealth management, estate agency, surveying, recruitment and other professional services.

Law BusinessesAccountantsTax AdvisersWealth ManagersFinancial AdvisersMortgage BrokersSurveyorsEstate AgentsBarristersTrust Corporations

Security and compliance

Built for the standards professional businesses require.

Secure by design, with the audit trail, controls and confidentiality professional businesses expect.

Secure cloud platform

Hosted on enterprise-grade infrastructure with encryption in transit and at rest.

Complete audit trail

Every enquiry, assignment and outcome is logged and timestamped.

UK data protection

Designed with UK GDPR and professional confidentiality in mind.

Role-based access

Multi-office, multi-team controls so the right people see the right information.

The founder

Built by a solicitor who understands the problem.

Ramani Gill, founder of MatterIn

Ramani Gill

Founder, MatterIn

MatterIn was founded by Ramani Gill, a solicitor who has seen first-hand how difficult it can be for businesses to track enquiries before a file is opened, understand what happened to lost opportunities and manage referrals beyond the business.

MatterIn was created to make every enquiry visible, accountable and measurable.

What businesses say

Trusted by teams who take enquiries seriously.

"We finally know what is happening to every enquiry before it becomes a file. That visibility alone has changed how we run the business."
Managing Partner
Regional law business
"MatterIn sits alongside everything we already use. We did not have to replace our practice management system, our CRM or our telephone provider."
Operations Director
Accountancy practice
"Referrals are no longer a black hole. We can see who referred what, track the outcome and measure the value coming back into the business."
Practice Manager
Private client team

Questions & answers

Frequently asked questions.

The final question

What happened to your last 100 enquiries?

Most businesses can answer that question partially. Few can answer it completely. MatterIn was built to provide the missing visibility.

Every file starts as an enquiry.

Contact us

Get in touch.

We'll reply within one working day.