Law firm intake: create consistent client matter records

Managing partners see intake forms spawn incomplete matters, stalling case setup and risking billing delays and client confidence. It creates complete matters so attorneys start triage.

Overview

Intake backlogs force attorneys to start cases without complete client records, risking billing and client confidence. This workflow turns every form submission into a fully populated matter, contact and folder so intake handoffs are consistent and attorneys can begin triage immediately—firms report faster handoffs and fewer setup errors.

Notable Features

Create standardized matter records
Populate contacts, roles and metadata
Add folders, notes and intake files