Matter Intake Software That Can’t Be Matched

Matterly customize your system (regardless of jurisdiction) to grab incoming emails from e-court or e-filing systems, remove attachments/other information and automatically upload the relevant information to the appropriate matter. Aside from better organization your firm will see a quick impact on efficiency.

  1. Improved efficiency: Automating the matter intake process eliminates time-consuming manual data entry, allowing attorneys and staff to focus on higher-value tasks.
  2. Enhanced accuracy: Automated data collection and storage reduces the risk of human error, ensuring that case information is accurate and complete.

Why Your Law Firm Needs Matter Intake Software

Matter intake software is essential for law firms because it streamlines and automates the process of gathering and managing client and case information during the initial stages of a legal matter. Implementing such software can provide several important benefits for a law firm:

  1. Consistency and standardization: The software ensures a consistent and standardized approach to client intake, which can result in improved overall client service and better outcomes for legal matters.

  2. Conflict checking: Matter intake software can help identify potential conflicts of interest more quickly and accurately, enabling law firms to address these issues before they become problematic.

  3. Enhanced security and compliance: By automating data collection and storage, matter intake software helps law firms maintain data security and comply with data protection regulations.

  4. Time and cost savings: Streamlining the matter intake process can result in significant time and cost savings, allowing law firms to allocate resources more effectively and invest in growth.

  5. Better client experience: A smooth and efficient matter intake process contributes to a positive client experience, fostering trust and loyalty, and increasing the likelihood of client retention and referrals.

  6. Data-driven decision-making: Matter intake software can provide valuable insights and analytics about client demographics, case types, and other trends, enabling law firms to make informed decisions about their business strategies.

  7. Scalability: As the law firm grows, matter intake software can easily scale to accommodate an increased number of clients and cases, ensuring that the intake process remains streamlined and efficient.

In summary, matter intake software is important for law firms because it improves efficiency, accuracy, and organization in the matter intake process, leading to better client experiences, reduced risks, and more effective resource allocation.

matter intake software

A Revolutionary Feature In Law Firm Automation

As lawyers ourselves we know the downfalls attached to the tedious task of manually going through your inbox searching through court document numbers and files.

Wasting hours out of the day trying to find which document corresponds to which matter, missing emails, all of it can be avoided.


Automated email parsing for fast and accurate matter intake.

Ready To Try Matterly Free For 30 Days?

best legal software for small law firms

Benefits of Matter Intake Software for Your Law Firm

  1. Improved Efficiency and Productivity: Matter intake software automates many administrative tasks associated with the intake process. This automation reduces time spent on data entry and paperwork, allowing your legal staff to focus on more strategic and client-facing tasks. This leads to a considerable increase in overall efficiency and productivity.

  2. Enhanced Client Experience: Speedy, smooth, and efficient intake processes can greatly enhance the client’s first impression and overall experience. The software enables your firm to immediately respond to inquiries, schedule consultations, and provide updates, leading to higher client satisfaction rates.

  3. Streamlined Workflow: With this software, you can standardize the intake process across your firm, ensuring that everyone is following the same procedure. This uniformity removes redundancies, reduces errors, and makes it easier for staff to locate and share information, thereby streamlining the workflow.

  4. Risk Mitigation: Matter intake software can help flag potential conflicts of interest early in the intake process. By automating this process, you can avoid serious ethical and legal problems down the line.

  5. Data Accuracy and Consistency: The software ensures that all data entered into the system is accurate and consistent. This is particularly beneficial when dealing with large volumes of data or complex cases.

  6. Increased Conversion Rates: By speeding up and simplifying the intake process, matter intake software can help you convert more potential clients into actual clients. A streamlined process can also help reduce the chance of potential clients losing interest and seeking assistance elsewhere.

  7. Performance Analytics and Reporting: Many matter intake software solutions include analytics and reporting features. These tools can provide valuable insights into your intake process, such as which sources are bringing in the most clients, how long the process takes, and where there may be bottlenecks or inefficiencies that need to be addressed.

  8. Improved Decision Making: The data and insights provided by the software can be used to make strategic decisions. For instance, understanding the types of cases that convert the most can help your firm better target its marketing efforts.

  9. Scalability: As your law firm grows, so does the complexity and volume of intake data. Matter intake software can easily be scaled up to accommodate this growth, allowing your firm to efficiently handle an increased workload without compromising quality or client satisfaction.

  10. Data Security: Lastly, the software ensures that sensitive client information is stored securely. This is especially critical in today’s digital age, where data breaches and cyber threats are a constant risk.

In conclusion, matter intake software offers numerous benefits to law firms of all sizes. By automating and streamlining the intake process, these tools can help your firm improve its efficiency, reduce risk, enhance the client experience, and ultimately, increase profitability. It’s an investment that delivers significant returns, making it a key component of any forward-thinking law firm’s strategy.