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.
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.
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
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.
Explore More Features to Boost Your Practice!
Legal billing software
Automated, streamlined accounting tools help you securely bill and collect, faster than ever before.
Automated legal form library
Smokeball comes preloaded with more than 20,000 automated legal forms across all areas of law.
Legal case management
Ditch the paper files and Run Your Best Firm. Everything you enter in Smokeball is saved to the related matter.
Legal document automation
Click, click, done. Boost your accuracy by automatically pulling matter details directly into the correct form with our advanced Microsoft Word integration.