Matter intake and conflicts
Prospective clients answer a guided questionnaire covering parties, adverse interests, deadlines and the nature of the issue. Responses create an intake record that routes to conflicts staff, who check parties against existing clients and matters before anyone responds substantively. Declined inquiries receive a consistent non-engagement message, and accepted ones become matters with the intake details already in place. Intake volume by practice area becomes reportable.
Secure document exchange
Clients upload records, signed engagement letters and discovery materials to the matter instead of attaching them to email. The legal team posts drafts and final documents for review, with access logged. Retention settings follow the firm's records policy, and closing a matter can change what remains visible to the client, keeping the file orderly for the entire engagement. Large productions can use a dedicated transfer path.
Client matter status updates
Clients want to know where things stand without scheduling a call that will appear on their invoice. A status timeline shows milestones, upcoming deadlines and outstanding requests for the client to complete. Updates come from fields lawyers and paralegals already maintain, so publishing progress takes no separate effort, and general counsel can review status across every matter the firm handles for them.
In-house legal front door
Corporate legal departments can offer employees a single site for contract reviews, advice requests, subpoenas and policy questions. Forms capture the business context, value and urgency, then route requests by type and region. Self-service templates and knowledge articles resolve routine questions, and the department finally sees demand by business unit, which supports staffing and outside counsel decisions. Requesters can track their own items too.