First for legal
Organize intake, document review and client requests in apps your legal team can adapt.
Get startedStart with the work your team does.
Matter intake
Legal practice intake checklists
Collect the parties, request type and outstanding intake details before assigning a matter for review.
Explore this workflowLegal teams
Workspace
Matter intake
Legal practice intake checklists
Sample workspace
Record details
- Matter
- Supplier agreement request
- Requesting team
- Procurement
- Owner
- Legal coordinator
- Status
- Intake review
Keep administrative deadlines traceable
A business requester copies a deadline from a message into a matter checklist.
Illustrative exampleMatter task
Deadline source review
- Date source
- Message only
Current stage · Legal operations lead
Deadline source review
A business requester copies a deadline from a message into a matter checklist.
From idea to live
Build in plain English. No coding required.
Follow the legal practice intake checklists from its first prompt to a change in Design Mode.