Law partners convert retainer forms into standardized matter records

Partners lose retainer submissions in inboxes, causing intake delays and misassigned matters. So intake coordinators and attorneys can prioritize review and start onboarding.

Overview

Missed retainer details stall case intake and lead to misassigned matters and frustrated clients. This workflow guarantees every submitted retainer becomes a standardized matter record so intake coordinators and attorneys receive structured case data and can prioritize review and begin onboarding. The result is cleaner matter intake, fewer assignment errors, and noticeably faster handoffs.

Notable Features

Create standardized matter records
Route matters to correct owners
Notify intake coordinators and attorneys