Skip to content

From enquiry to opened matter

A new enquiry is checked, scoped, priced and approved on one record seen by the client, the fee earner and the partner. When a name matches the register or a deadline is missing, the workflow holds for a person to decide.

Try the demo
Demo · Client intake and engagement

Demo · Client intake and engagement

Matter Intake

Open in a separate tab

This is a demo. It shows how the work could function with sample data. It is not a finished product, and a system built for you would look and work differently.

Fictional practice, clients and parties; identity and conflict checks, rate cards and the draft engagement letter are simulated and illustrative, and nothing is sent.

Consider it in your organisation

  • How many enquiries reach a partner before the conflict check has been run?
  • Who knows what an engagement will cost before the letter is drafted?
  • What holds a new matter today, and who is told when it is held?

More demos

More example demos

Browse all example demosRead the professional services guideRead the report: AI readiness starts before the rolloutAll development capabilities