MATTER INTAKE

Matter Intake makes the task of gathering information for prospective new clients and matters easier to manage. New matter information is collected on an intake form–a single data entry point that gives your firm greater control of the intake process. You can quickly enter new client/matter information, view a history log, attach external documents, run automatic conflict searches and distribute the conflict search results all from the intake form. An active matter can easily be created from the intake form information.

Matter Intake Resources:
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