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

The Legal Portal really is a win-win: it’s time savings for the legal team, and it’s a better experience for our internal clients

Laura Oliva Garcia Legal Operations Expert, ING


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.


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


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.

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.

Watch a video preview

Book a personalized demo

Book a personalized demo