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.
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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
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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
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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
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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
AI Legal Assistant
Draft NDAs, contracts, and other legal documents faster, summarize complex files, analyze content for key insights, and accelerate legal research in one workspace.
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Matter Management
Centralize matters, tasks, documents, and communication in one place to improve visibility, organization, and day-to-day legal operations.
Contract Lifecycle Management
Streamline every stage of the contract process with drafting, review, approvals, execution, and renewal tracking in a single workflow.
Legal Spend Management
Gain control over legal costs with invoice review, budgeting, spend tracking, and visibility across matters and vendors.
Workflow Automation
Automate routine legal processes, reduce manual effort, and keep work moving with configurable approvals and process flows.
Document Management
Store, organize, search, and share legal documents securely with version control and easy access across your team.
Analytics & Reporting
Make better decisions with dashboards and reports that track matter performance, spend trends, workload, and team productivity.
Client & Co-counsel Portal
Collaborate securely with clients and outside counsel through a branded portal for document sharing, updates, and request management.
See More Features
Explore additional capabilities designed to support your legal team across every stage of work.
Complete Legal Solution
Everything a Modern Law Firm Needs with MatterSuite
Flexible across offices, secure by design, and backed by support you can count on.
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Multi Location
Multi Location
Seamless transition without data loss with dedicated migration specialists. Move matters, contacts, and complete records across locations with zero downtime and full audit trails.
Seamless transition without data loss with dedicated migration specialists. Move matters, contacts, and complete records across locations with zero downtime and full audit trails.
Security
Security
Enterprise-grade encryption and zero-trust architecture. Every access point is authenticated, every data packet protected. Compliance-ready with SOC 2, GDPR, and HIPAA standards built-in.
Enterprise-grade encryption and zero-trust architecture. Every access point is authenticated, every data packet protected. Compliance-ready with SOC 2, GDPR, and HIPAA standards built-in.
Support
Support
24/7 expert support with dedicated account managers and a proactive monitoring team. Get answers in minutes, not days. Our specialists know your system inside out from day one.
24/7 expert support with dedicated account managers and a proactive monitoring team. Get answers in minutes, not days. Our specialists know your system inside out from day one.
Data Migration
Data Migration
Intelligent pipeline orchestration for bulk transfers across any platform. Schema mapping, transformation rules, and rollback safeguards ensure your data arrives clean, complete, and on schedule.
Intelligent pipeline orchestration for bulk transfers across any platform. Schema mapping, transformation rules, and rollback safeguards ensure your data arrives clean, complete, and on schedule.
Frequently Asked Questions
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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.
Your Legal Front Door — Built for the Enterprise
Your legal in-house deserves an organised matter intake system for legal operations
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