Legal matter intake and management

Simplify matter intake and optimise workflow

Establish a single point of entry for efficient matter management and business efficiency.

Automated legal service request & management

  • Automated intake & triage: Automatically route legal requests to the right subject matter experts, streamlining legal request management.
  • Focused legal work: Assign the right professionals to reduce risk and boost efficiency, letting teams focus on high-value tasks while automation handles routine triaging.
  • Single source of truth: Centralise all legal requests via a single gateway, providing full visibility and ensuring complete oversight with no missed details.

Matter management and interconnectivity

  • Seamless Microsoft 365 integration: Effortlessly connect with Microsoft 365 tools – Outlook, Teams, and Word – to enhance communication and collaboration.
  • Consistent data capture: Auto-capture and centralise metadata from legal tasks and communications, ensuring all relevant information is organised and easily accessible.


 

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Implement a legal front door to receive legal service requests today!


 

Comprehensive matter management

  • Integrated team and project management: Streamline collaboration, align members on key objectives, and track KPIs and status through dashboard views.
  • Shared calendars and task tracking: Keep everyone on the same page, enabling effective scheduling and monitoring of deadlines for ongoing matters.
  • Secure document sharing and collaboration: Enhance workflows with secure document sharing, boosting productivity while ensuring data security.

What do our customers think?

Monthly reporting is no longer a manual process that is really time consuming for the lawyers — it’s very instant,” says Hewitt. A significant perk of these automated reports is that they enable important business issues and legal matters to be promptly identified and discussed at the executive level. “I don’t know how to put a price on it, but it’s a huge benefit.

Tim Hewitt, Associate general counsel, Marelli

Frequently asked questions

Legal client intake software is designed to streamline the process of gathering and managing information from internal clients or departments requesting legal services. The software helps ensure that all relevant details are efficiently captured and organised for effective case evaluation. This is crucial for managing priorities, allocating resources, and providing timely legal support to various departments.

Features such as customisable intake forms, automated workflows, reporting capabilities, integration with existing legal systems, and user-friendly interfaces - all help streamline operations and improve communication across the organisation.

It often includes communication tools that facilitate real-time updates and feedback between legal teams and internal stakeholders. This enhances transparency and keeps all parties informed throughout the intake process.