legal intake and matter management
Save time.
Get organized.
Get more done.
Intake, prioritize, and track requests with the all-in-one dashboard legal departments love.
Organize your workflows without changing how your clients reach you
One place for all your requests
Stop chasing info across multiple channels. Automatically generate matters from emails, MS Teams, and Slack to track all requests in one dashboard.
Get full visibility of all matters
Manage matters, track progress, and never miss an important deadline with everything in one place. Audit records are created automatically, whenever you use the platform.
Get the data you need to make decisions
With all your requests in one, digital place, you’ll have the data you need to understand workload, risk areas, where to invest legal resources, and opportunities for automation.
Trusted by legal departments of all sizes
INTAKE AND TRIAGE
Intake that starts with an email
Your client relationships are important, and they’re personal. Don’t change that with a de-personalized ticket system.
Save time and organize your work, without altering your client relationships. Our intake system starts with an email, MS Teams, or Slack message.
PRIORITIZE AND MANAGE
Stay on top of all open matters
One place to track and manage all of your open matters that includes:
- Individual dashboards for each lawyer on your team
- Department overview for management
- Document and file upload that integrates with systems like Sharepoint
- Automatic updates for clients and stakeholders on the status of their requests via email, MS Teams or Slack
DASHBOARD and ANALYTICS
Get the data-driven insights you’ve always wanted
Manage team capacity
Understand the workload of each lawyer and distribute work more effectively.
Track time spent on requests
Identify and improve operational bottlenecks and disruptive processes.
Understand which lines of business require the most help
Identify how many requests your team receives from which line of business. Streamline your investments and offer self-service tools.
On-demand walkthrough
Stay on top of all open matters
Preview our legal intake and matter management dashboard with our on-demand demo. Our 2 minute video will walk you through our intake system, matter tracking environment, analytics dashboard, and more.
Enterprise grade software trusted by legal departments
You deserve an intake system as organized as you are.
Give your team the intake and matter management solution that will reclaim their headspace so they can focus on the work that matters most.