Legal Matter Intake Software
Turn Legal Requests Into Actionable Matters in Minutes with MatterSuite
Request matter data with a customizable intake form with a matter intake feature. Automate conflict checks up front, triage matters by priority, and route each request through structured approval workflows to streamline intake for the in-house legal team.
Start your 14-day free trial. Full access. No credit card required to sign up.
Matter Intake That Works as Fast as You Do
Legal matter intake software to capture matter data within minutes, reduce intake time, and customize according to in-house needs. Create multilingual forms to coordinate with outside counsel and corporate legal departments.
Email-to-Matter conversion within no time
Convert incoming legal requests from emails into fully structured matters. Create multiple matter intake forms, auto-populate data, and gather all client and matter data in one place.
Reduce Intake Time by 60%
With a pre-built matter intake template, custom field, and auto-population from clients' details, MatterSuite’s legal matter intake software cuts average intake time by almost 60%.
Customize to Fit Any In-House
Whether your in-house team needs matter intake for M&A, healthcare claims, student litigations, regulatory compliance, employment issues, IP matters, and more, customize each form according to requirements.
Start Every Matter Right, With Intake Built for
In-House Teams
From intake, matter insights, progress tracking, to conflict check,
MatterSuite legal case intake software does everything possible to ensure a smooth process.
Legal Ops Insights That Drive Action
-
Understand who’s sending requests
Track request volumes of matters by business unit to see where the in-house support is most required. Spot patterns, manage demand, and align resources where they’ll make the biggest impact. -
See where legal time is spent
Monitor time-to-close for every matter and identify workflow delays. Get a clear picture of the legal department’s performance, see what’s slowing your team down, and take action to streamline processes. -
Optimize your team’s capacity
Use lawyer capacity dashboards and SLA reporting to balance workloads and prevent team fallout. Improve data capturing, manage priorities, and streamline intake.
Detect Potential Conflicts Before They Become Real Problems
-
Spot conflicts during client or matter intake
Find any potential conflicts before they arise during the matter intake process and ensure no future conflicts arise. -
Stay ahead of ethical pitfalls
Reduce the risk of ethical violations with proactive checks that support your team’s compliance and integrity. -
Protect your in-house team’s reputation
Avoid risky engagements and maintain trust with clients during the intake process by identifying and addressing conflicts early in the process with the matter intake system.
Automate Your Legal Flow, Save Time, Do More
-
Save time with automation
Eliminate repetitive tasks and create a workflow for legal matter intake, and handle routine intake with a customizable matter intake template. -
Seamless matter management, from intake to resolution
Use a seamless workflow to move matters forward seamlessly from matter intake to resolution without delays. -
Speed up intake without manual errors
Cut down 60% of the time that goes into manual intake and reduce errors of duplication of data during the matter intake process.
Since I started using MatterSuite for intake, my team collaborates with global clients easily with its multilingual option, and custom fields let them capture every detail in minutes without chasing client info.
From hassling between emails and calls for collecting info to just focusing on choosing the right client, this software has helped me a lot with its email-to-matter conversion, turning emails into structured matters in seconds.
The conflict check option has helped our team in checking conflict of interest by matters, client, or practice areas which have been so helpful. Now we can categorize matters to save ourselves from any ethical violation.
Works With The Tools You
Already Use
- Microsoft Suite
- Dropbox
- Google Workspace
- QuickBooks
Let MatterSuite Be Your
In-House Counsel’s Right Hand
Legal Spend Governance
Take control of your legal matter budget. Monitor invoice receivables, billing, and identify expenses with spend insights.
Tell me more
Vendor Contract Management
Generate, store, and manage vendor agreements. Set renewal reminders, collect e-signatures, and stay compliant.
Tell me more
Legal AI
From document drafting to legal search, use Ms Ask to reduce manual efforts and increase accuracy.
Tell me more
Custom Workflow Builder
Build workflows that match your legal practice area and automate repetitive tasks and events.
Tell me more
Secure Collaboration Portals
Collaborate seamlessly across teams and departments with co-counsel and a client portal.
Tell me more
Role-Based Access
Protect your team’s sensitive data with permission control, role assignment, and restricted access.
Tell me more
Legal Analytics and Reporting
Get the full picture of your in-house legal operations. Generate reports and view actionable insights.
Tell me more
AI-Powered Legal Research
Get insights from case law, statutes, and global regulations all in one place with accurate and fast AI legal research.
Tell me moreThe MatterSuite Advantage
Security
Protect your legal data with enterprise-grade security. 24/7 security monitoring and threat detection.
Support
Get expert support 24/7 via phone, email, or live chat. Easily access our self-serve knowledge base anytime.
Data Migration
Seamless transition without data loss with dedicated migration specialists. Move matters, contacts, calendars, tasks, and more.
Multi-Location
Add multiple locations of your law firm and centralize management across different locations at no additional cost.
Your Legal Front Door — Built for the Enterprise
Your legal in-house deserves an organised matter intake system for legal operations
Book a Demo Get Started
Frequently Asked Questions
Couldn’t find what you were looking for ?
Contact us at
What is the matter intake?
It is a process by which the in-house legal team collects all the details about the matter through a form. Understand the matter, check conflicts of interest, assign matters to the team, prioritize the matters, and track deadlines. It also provides easy access to vital documents, making it easy for the team to manage matters.
Why Do Legal Teams or Departments Need to Use a Legal Intake System?
Managing high-value requests can be a challenge. Legal matter intake software like MatterSuite helps the team automate the process. Collect the information through customizable forms, check conflicts, and route requests effectively through a controlled workflow.
Matter intake system solution reduces half of the time in managing intakes while minimizing any chances of error. Also, legal intake software transforms scattered emails into a structured email process. It even provides multilingual forms to increase global cross-party collaboration.
Integrated analytics gives reports on request counts and team performance, allowing prioritization and resource allocation. In general, a legal intake system enables legal teams to function more effectively and respond to requests promptly.
Why Does a Legal Team or Department Need a Matter Intake System?
A legal team needs a legal matter intake software solution to manage all requests on a centralized platform. Software like MatterSuite creates a single, organized space where requests are managed and tracked. It has customizable forms to adapt to needs, and multilingual support helps to collaborate globally.
Check conflicts, handle repetitive tasks, analyze everything through the dashboard, and prioritize tasks. So the legal team can spend less time managing intakes and more time on dealing with matters.
What Are the Benefits of Using Matter Intake Software?
Legal matter intake software saves the legal team's time, minimizes errors, and increases productivity. Some of its most important advantages are:
Convert Emails to Matter: Legal case intake software converts email requests into organized matters. Create different intake forms, auto-fill information, and keep all matter details in one place.
Conflict Checks: Identify potential conflicts right before collecting the matter, which helps in avoiding any issue or conflict between clients.
Track by Business Units: Monitor matters requested by each business unit, understand where in-house legal support is needed most. Identify patterns, manage workload effectively, and allocate resources to areas that will have a greater impact.
Multilingual Intake Forms: Create intake forms in several languages to function best with outside counsel or in-house legal departments. Bridging the language gap to help communicate effectively and collaborate worldwide.
Automate Workflow: Reduce repetitive tasks and create a workflow, manage routine intakes, with customizable matter intake templates.
Built for All In-House: Handle any type of issue—M&A, healthcare claims, student litigation compliance, employment, IP, and more—with documents that fit the needs of your team.
Is There an Additional Fee to Use MatterSuite’s Legal Matter Intake Tool?
There is no additional fee to use MatterSuite's legal matter intake tool. It is included in the standard MatterSuite subscription, so you can use this feature without paying an additional fee.
How Does Matter Management Work With Intake and Triage?
Matter management works with intake and triage by collecting every new legal request in a structured manner, through easy-to-fill-in forms. Intake records all the data on each new matter, so nothing is forgotten and everything is organized from the start.
Triage helps each request to be handled by the legal team, checked for urgency, risk, and complexity, and then handed over to the right person or team. Ensuring that high-priority matters are dealt with quickly, resources are utilized effectively, and work flows smoothly without delays.
By doing this, legal teams are able to track the status of each matter, spot bottlenecks, and manage workload better.