Matter Intake

Automate & Organize Matter Intake Process for Legal Teams

Our matter intake feature helps legal teams in collecting all matter data, optimizing intake process and reducing errors.

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Intake

Workflow

Leads

Notifications

Centralized Matter Intake for In-house Legal Teams

Multiple Customizable Intake Forms

Our legal matter intake software helps in customizing intake forms according to matter requirements. You can create multiple forms for matters.

Complete Visibility Over Matter Data

Legal case intake software that provides a centralized view of all the matter related information and ensures you stay updated with every detail.

Accelerate Onboarding with Matter Templates

Leverage matter templates for an efficient matter intake process, standardise your intake templates and speed up the process.

Stay in the Loop with Notifications

Receive real-time notifications and reminders regarding progress with our legal intake system.

Matter Intake Software That Can’t Be Matched

From intake, matter insights, progress tracking to conflict check MatterSuite does everything possible to ensure a smooth process.

Streamlined Matter Data Collection

Automate intake process effortlessly and collect all crucial data related to clients and matter insights.

Simplify the matter intake process
Centralize data in matter repository

Improve efficiency & accuracy of the intake process

Progress Tracking in Real-Time

MatterSuite helps in fast and accurate matter intake and progress tracking for the same to ensure you are on track with everything.

Track intake progress
Organise data collected from matter intake

Receive reminder for matter, task and event

Integrated Conflict Checks

MatterSuite helps in simplifying the intake process with an integrated conflict check to prevent any future issues.

Identify conflicts related to clients or matters
Use AI to search for potential conflicts

Prevent ethical violations

Efficient Workflows for Legal Teams

Streamline your legal processes with automated workflow, boost productivity, and save time for your legal team.

Save time with workflow automation
Boost matter management with workflow

Reduce time spent on matter intake

How it Works

Design Your Matter Intake Form

Create and customize forms for the legal intake process and to collect all the relevant information regarding matters.

Share the Form with Clients

MatterSuite has a simple intake. You can share an intake link via email to make the process more smooth and professional for clients.

Review Submissions and Approve

With our legal matter intake software for in-house teams, you can review the matter intake for and approve accordingly.

Convert Into Leads or Matters

After approval, you can convert contact with clients and add all matter details to start the matter management journey.

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