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Industry Solutions · Pipeline

Law Firm Intake and Matter Manager

  • Sign clients faster
  • Avoid conflict mistakes
  • Protect against missed deadlines
  • Capture more billable time
  • Save admin effort
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InquiryA prospect submits an intake form and lands in your new-inquiry list.
Conflict checkThe new party is screened against existing clients before you proceed.
RetainedThe engagement is signed and a clean matter file is opened.
Active matterDeadlines, documents, and billable time are tracked in one place.
ClosedThe matter is wrapped up, billed, and archived for easy retrieval.

What it does

Law Firm Intake and Matter Manager

A system that guides a law practice from a prospective client's first inquiry through intake, matter setup, and ongoing case tracking. It keeps client details, documents, deadlines, and billable time organized for every matter.

Where it fits

The pipeline, stage by stage

InquiryA prospect submits an intake form and lands in your new-inquiry list.
Conflict checkThe new party is screened against existing clients before you proceed.
RetainedThe engagement is signed and a clean matter file is opened.
Active matterDeadlines, documents, and billable time are tracked in one place.
ClosedThe matter is wrapped up, billed, and archived for easy retrieval.
  1. A prospective client fills out an intake form or has one completed during a consultation.
  2. The system checks the new party against your existing clients to flag possible conflicts.
  3. Once cleared and signed, a matter is opened with its own file, contacts, and folder.
  4. Key dates and deadlines are added and the system reminds the responsible attorney before each one.
  5. Time and documents are logged to the matter throughout the case and roll up into billing.

What a build includes

In scope

an online intake form that collects client and case detailsa conflict-of-interest checklist against your existing clientsa secure client and matter databasea deadline and calendar tracker with automatic remindersa document library organized by mattertime tracking that flows into invoices

What has to be decided

Before the quote

Intake questions, matter types, and deadline rules are configured for your practice areas, whether family law, personal injury, real estate, or business law. Engagement letter and document templates are loaded with your firm's language.

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Want Law Firm Intake and Matter Manager for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

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