Lawyer opening a paper client file with a checklist and no visible personal data

Client onboarding · law firm

Open a matter without automating the lawyer’s decision.

A good intake journey saves time before a matter is opened. It does not turn a received enquiry into an accepted client.

Start with a minimal enquiry, acknowledge receipt without promising representation, then let a lawyer assess the practice area, urgency, potential conflicts and applicable checks. Create the secure matter and its document space only after that human decision.

See the four decisions

Four decisions before the tool

What should be settled before choosing onboarding software?

Each link addresses one precise step between a received enquiry and an opened matter.
  1. 01Triage new enquiriesRoute by practice area and urgency without automatically accepting the matter.See the check
  2. 02Acknowledge without promisingConfirm receipt, the review time and the firm’s reply channel.See the check
  3. 03File the matter after acceptanceApply a verifiable name, owner, access rule and exception path.See the check
  4. 04Handle expected attachmentsSave only approved sources and route ambiguous files for review.See the check

Lean intake, human decision

Separate enquiry, acceptance and matter opening

A public form is not legal advice, a conflict check or a document vault.
  1. 01

    Collect the minimum

    Ask for the general matter, reply channel and any known deadline. Sensitive documents follow through a suitable channel.

  2. 02

    Let the firm decide

    A lawyer assesses the practice area, availability, potential conflicts and the checks that genuinely apply to the matter.

  3. 03

    Open a controlled space

    After acceptance, create the matter, name its owners and bound access, retention, reminders and exceptions.

02:00

Is new-matter intake still unclear?

The diagnostic separates collection, decision, documents and follow-up before recommending software.
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