Legal matter intake.
Useful context from the start.
Create a structured first step for legal enquiries. Collect the matter summary, contact details, relevant dates, related parties, and documents your team requests before deciding how to follow up.
Discuss legalStart with the request.
Shape it for the work.
Configure separate intake forms for the matter types your organisation handles. Tailor questions to the scope of the enquiry and the information your authorised staff need for an initial review.
- Legal matter intake
Information to collect
Choose the sections and questions that match this offering. These examples can be adjusted for your own process.
- Prospective client and preferred contact
- Matter type, jurisdiction, and key dates
- Other parties relevant to the enquiry
- Brief summary and requested assistance
Ask for evidence.
Keep it connected.
Choose the documents relevant to the selected offering, add custom requirements, and set each item as required or optional. Customers can see what is needed and return to the same application to respond to a correction request.
Document examples are starting points. Your Company decides what to collect and configures access for authorised user types.
Supporting information
- Contracts, notices, or matter correspondence
- Chronology or supporting records
- Identity or authority evidence where appropriate
- Other documents requested for initial review
A review path
your team can follow.
Assign access to the staff responsible for intake and follow-up. Keep clarification requests and review notes with the relevant application section or file. Confirm confidentiality and data-handling requirements before collecting sensitive or privileged material.
- 01Receive the matter enquiry
- 02Check key details and related parties
- 03Review with authorised staff
- 04Request clarification or record the next step
Steps and permissions follow the Workflow configured for each Product Offering.
Your offering.
Your way of working.
Let’s explore how legal applications, documents, and review could fit your process.