Client intake
One guided path for clients
Clients open a secure link, create an account, and upload all their documents once.
Step 1 of 2
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Open files fasterwithout re-entering the client data.
Collect client information once, structure it into a reusable matter profile, and autofill the repetitive documents that slow you down.
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All Matters1Client Action Required1Client Action Complete0Missing Information0Documents Filled0Complete0
ClientMatterClient statusLegal statusUpdated
John Doe
Personal injury · 4 needed
Waiting on client
No documents uploaded
2h ago
Messages
What's happening
Law firms are still rebuildingthe same client file over and over.
Clients repeat the same details across calls, emails, intake forms, and document requests. Staff then manually map that scattered data into legal forms, internal tools, and file opening documents. All of this is slow, error prone, and non-billable.
Today's intake workflow
Hours WastedEmail thread
Client nameRe-enter
Date of lossRe-enter
Insurance carrierRe-enter
Claim numberRe-enter
Phone notes
Client nameRe-enter
Date of lossRe-enter
Insurance carrierRe-enter
Claim numberRe-enter
Intake PDF
Client nameRe-enter
Date of lossRe-enter
Insurance carrierRe-enter
Claim numberRe-enter
Case system
Client nameRe-enter
Date of lossRe-enter
Insurance carrierRe-enter
Claim numberRe-enter
Matterlye workflow
One structured pathSend intake form
Collect client information once
Collect onceAutofill templates
Intake form
Client name—
Insurance carrier—
Claim number—
Retainer agreement
Client name—
Insurance carrier—
Claim number—
See what's missing
John Doe
4 documents on this matter
Driver's license
WaitingInsurance card
WaitingPolice report
UploadedRetainer agreement
FilledReview before export
Approve documents
Retainer_Agreement.pdfPending
HIPAA_Authorization.pdfPending
Insurance_Information.pdfPending
Demand_Letter.pdfPending
Product
How we simplify intake.
Collect information once, track every document, structure it into a matter profile, autofill firm templates, and let staff review and approve before anything is finalized.
Document checklist
Know what is missing
Track waiting requests, uploads, and filled documents for every matter in one place.
Documents
8 documents on this matter
Today
Driver's license
Waiting
Waiting on client upload.
Insurance card
Waiting
Waiting on client upload.
Jun 22, 2026
Police report
Uploaded
Client uploaded Police_Report.pdf.
Medical records request
Requested
Sent to provider; response pending.
Jun 21, 2026
Retainer agreement
Filled
Retainer_Agreement.pdf filled from matter data.
HIPAA authorization
Filled
HIPAA_Authorization.pdf filled from matter data.
Jun 20, 2026
Wage verification
Waiting
Waiting on employer response.
Jun 18, 2026
Property damage photos
Uploaded
Client uploaded 4 images of vehicle damage.
Data extraction
Pull details from uploads
Review and edit extracted information that ties back to the original intake and uploads.
Data profile
7 fields extracted on this matter
AddressMaps to Address
123 Main Street
IntakeClient name
John Doe
Insurance card.pdfInsurance carrier
Matter Mutual
Intake form.pdfDate of birthMaps to Date of birth
Jan 12, 1985
IntakeEmployer
Matter LLC
IntakeState
New York
IntakeSSNMaps to Social Security number
xxx xxx 999
Intake form.pdfMatter profile
One record for your file
Every update on the matter is captured in one timeline, from opening the file to intake and document requests.
Activity
8 events recorded on this matter
Today
Document request sent
6:41 PM
Staff requested missing documents from the client.
Client upload
4:18 PM
Client uploaded insurance card and driver's license.
Jun 22, 2026
Data extracted
Jun 22, 2026
Key fields were pulled from uploaded documents.
Jun 21, 2026
Intake submitted
Jun 21, 2026
Client completed guided intake and uploads.
Account created
Jun 21, 2026
Client created a secure portal account.
Jun 20, 2026
Intake link opened
Jun 20, 2026
Client opened the secure intake link.
Jun 18, 2026
Matter opened
Jun 18, 2026
Staff opened a matter and shared a secure intake link.
Templates linked
Jun 18, 2026
Firm autofill templates were attached to the matter.
Document autofill
Auto-fill firm templates
Upload firm templates, see what's unfilled, and populate documents from approved matter data in a couple clicks.
Legal documents
3 unfilled
DocumentFileStatusActions
Retainer AgreementRetainer_Agreement.pdfUnfilled
HIPAA AuthorizationHIPAA_Authorization.pdfUnfilled
Insurance InformationInsurance_Information.pdfUnfilled
Staff approval
Review before exporting
Open autofilled documents, review highlighted fields, compare versions, and approve before export.
LLC_OPERATING_AGREEMENT.pdf
Limited liability company operating agreement of Matter Holdings, LLC
1. Company details. Multi-member LLC with members John Doe (40%) and Jane Smith (60%).
2. Principal place of business. 123 Main Street, Toronto
Who it's for
Which practices save hours?
Designed for law practices where high intake volume creates bottlenecks.
Security
Built for confidential informationand law firm workflows.
Using industry standard security practices, we give you matter level access, controlled sharing, staff approval, and a clear activity history so that you can see each file with all of its details.
Secure client portal
Matter level access
Role based permissions
Activity history
SOC 2-ready architecture. Security details available on request.
Looking to learn more?
Contact us to start a free trial and explore our system on your matters, or book a demo to see how it works.