Free demo
Working context
Priority workflows
Client information arrives at enquiry and is still being relied on at handover, and the firm has to be able to show who held it at each point.
01
Enquiry to engagement
Capture the initial brief, gather requested information and route proposed work through the firm's own review and approval steps.
See it in the Matter Intake demo02
Delivery and resource planning
Connect agreed work, responsibilities, availability and milestones so teams can coordinate delivery and surface scheduling conflicts.
03
Document and client handoffs
Track document requests, versions, review decisions and outstanding client actions within the context of an engagement.
See one working
Matter Intake: a demo for professional services
One of the workflows above, built by BespokeWorks as a working demo with sample data. It shows how the work could function, not what a finished system would look like.
Demo · Client intake and engagement
Matter Intake
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.
- Client
- Fee earner
- Partner
Before you choose a solution
- Which parts of an engagement follow a common pattern, and which vary by team or client?
- Which tools should continue to own client records, documents, time entries and billing?
- Who needs to approve work or information before it moves to the next person?
How we can help
Services across the lifecycle
01
Development
Design, build and modernise the software your operations depend on, from customer portals to the systems behind them.
See Development02
Consulting
Decide which work AI should take on, how far it may act, and what happens when it gets something wrong. Start with a one-off consultation, followed by a build if the case holds, or retain us for monthly AI advisory.
See Consulting03
Training
Help your whole business use AI effectively: practical training for employees, directors and developers, with reusable skills, business-specific chatbots and responsible data handling.
See Training
Industry guide · September 2026
Professional services: a practical technology guide
More than half of what clients complain about to the Legal Ombudsman is communication, delay and instructions, not the quality of the advice. A guide to planning software for enquiry, engagement and delivery in a professional firm, and to what the regulators have actually said about AI.
- Where the complaints come from
- Half the working day
- An enquiry, before it is a matter
- What the regulators have said
- What clients complain about