MatterFlow Matter Intake

Legal Matter Intake

MatterFlow, Redefining Matter Management for Law Firms

Elevate your firm's approach to matter intake and client conversion with MatterFlow. Designed to capture the intricate details essential for every legal matter, MatterFlow ensures a seamless, one click transition from client engagement to case execution.

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Smokeball Legal Practice Management Software

The Future of Legal Matter Intake Processes

Improve your firm's efficiency with MatterFlow, the ultimate solution for capturing essential details. Our library of practice area-specific Matter Intake forms ensures you gather all the crucial information needed to kickstart any client matter seamlessly.

MatterFlow Features:

Library of practice area specific form templates
Pre-automation of all templated forms
Share via client portal or email
Intuitive status reporting dashboard
Completely integrated into your firm's workflows and matters

Smarter intake powered by AI.

Intake boosted by Smokeball AI, streamlines the creation of custom intake forms, ensuring you get the information you need.

Upload and digitize existing forms in a click
Create forms tailored to your needs and areas of law
Included with LeadPro and MatterFlow

See it in action

Interactive Digital Workspace: Streamlined Efficiency

Say goodbye to manual administrative burdens. MatterFlow enables you to capture vital new client and matter intake information through an interactive digital platform, integrating every detail directly into your workflow. Experience the advantage of pre-automated Matter Intake forms, tailored for diverse practice areas and fully integrated into your firm’s operational matter intake processes.

Enhanced Client Data Collection: Automated Matter Intake

Facilitate a smoother client interaction by offering them an intuitive way to provide the information you need. Our digital Matter Intake forms can be effortlessly sent through the Client Portal or via email, simplifying the data collection process and ensuring a positive client experience.

Stay Informed with Real-Time Dashboards

Maintain a competitive edge with real-time insights. Our intuitive dashboards offer immediate updates on the status of each matter, ensuring you have comprehensive visibility and control over your Matter Intake forms.

Key Benefits of Adopting MatterFlow:

Reduce back-and-forth communication and document exchanges with clients.
Eliminate redundant data entry with auto-populated matter fields.
Access specialized forms designed for each matter type and practice area.
Monitor real-time updates on your dashboard for any changes to matter forms.
Ensure secure communication through our dedicated Client Portal or direct email.

We can communicate with our client giving them what they called for without delay. We have had other firms ask what we use as they were impressed with our detailed fast response.

Dean D., Legal Assistant – Capterra