Law Firm Intake and Matter Manager

Sign the right clients, open matters cleanly, and never miss a deadline.

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InquiryA prospect submits an intake form and lands in your new-inquiry list.

Conflict checkThe new party is screened against existing clients before you proceed.

RetainedThe engagement is signed and a clean matter file is opened.

Active matterDeadlines, documents, and billable time are tracked in one place.

ClosedThe matter is wrapped up, billed, and archived for easy retrieval.

What it does

Law Firm Intake and Matter Manager

A system that guides a law practice from a prospective client's first inquiry through intake, matter setup, and ongoing case tracking. It keeps client details, documents, deadlines, and billable time organized for every matter.

How it works

The pipeline, stage by stage

InquiryA prospect submits an intake form and lands in your new-inquiry list.

Conflict checkThe new party is screened against existing clients before you proceed.

RetainedThe engagement is signed and a clean matter file is opened.

Active matterDeadlines, documents, and billable time are tracked in one place.

ClosedThe matter is wrapped up, billed, and archived for easy retrieval.

A prospective client fills out an intake form or has one completed during a consultation.
The system checks the new party against your existing clients to flag possible conflicts.
Once cleared and signed, a matter is opened with its own file, contacts, and folder.
Key dates and deadlines are added and the system reminds the responsible attorney before each one.
Time and documents are logged to the matter throughout the case and roll up into billing.

What it is made of

The building blocks

an online intake form that collects client and case detailsa conflict-of-interest checklist against your existing clientsa secure client and matter databasea deadline and calendar tracker with automatic remindersa document library organized by mattertime tracking that flows into invoices

How you use it

In your day to day

Send a polished intake link to a prospect instead of emailing a blank form.
See at a glance which inquiries are new, consulting, retained, or declined.
Open a clean matter file the moment an engagement letter is signed.
Track upcoming deadlines across every matter on one calendar.
Capture billable time as you work so nothing goes unbilled.

Why it pays off

What you get back

Sign clients fasterA smooth digital intake and engagement flow gets a prospect to retained without the paperwork friction that loses them.

Avoid conflict mistakesAn automatic check against existing clients reduces the risk of taking on a matter you should have declined.

Protect against missed deadlinesReminders on statutes and filing dates guard against the errors that lead to malpractice exposure.

Capture more billable timeLogging time as work happens recovers hours that get forgotten by the end of the week.

Save admin effortMatters open with folders, contacts, and templates already in place instead of being built by hand each time.

Make it yours

Customized to your business

Intake questions, matter types, and deadline rules are configured for your practice areas, whether family law, personal injury, real estate, or business law. Engagement letter and document templates are loaded with your firm's language.

Who it is for

Businesses this fits

Law Firm Intake and Matter Manager is one of the systems we build for these operators. Open one to see everything else that fits it.

Legal15 Professional services70 Small business86

Want Law Firm Intake and Matter Manager for your business?

Book a call. We map it to how you work, give you a fixed quote, and build it. You own what we build.

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