Capture and manage leads from multiple channels, streamline onboarding with customizable intake templates, and accelerate case or matter creation
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Create custom intake forms for clients, tailor your form according to the legal team or law firm client intake process needs.
Seamlessly share intake forms of clients or potential leads and collect all the necessary information needed for lead management that leads to conversion.
Stop juggling across multiple platforms, store and manage all your lead requests at one place with MatterSuite’s lead management software.
Get an overview of all client intake, stay updated with leads date, and keep track of incoming leads over a period.
MatterSuite lead management software allows legal teams to seamlessly store potential leads, review them efficiently, and approve them as needed. Convert leads into a client with ease.
Go paperless with MatterSuite’s custom online intake forms and eliminate the need of manual labour to save time for your in-house team.
Create a Standardized legal intake process for your legal team or law firm. Make it easy for potential clients to engage with your law firm.
Effortlessly capture all essential details for your new matter or contact in one place, leveraging legal department client intake software.
Expand your reach & let our legal client intake software work for you. Add your form to multiple channels to accept leads from anywhere.
Legal intake software to tailor your legal team or firm's specific needs. Customize form fields, manage form grids, and create seamless intake for clients.
Create unique online lead forms URL and share it with the potential client to collect data for lead analysis.
Review leads collected from online intake forms, analyze submissions from all sources to streamline the client intake process.
After reviewing leads, approve them and onboard the client through intake software for legal departments. Add leads to specific matters or contacts.
I used to struggle to capture leads from my website. After adding my MatterSuite intake URL, everything changed—I started receiving leads and contact information from potential clients effortlessly. If your legal team has a website, attaching your intake link is a game-changer
Managing Partner, Law Firm
Previously, we juggled between a separate lead management system and our legal software. It was chaotic and hard to keep track of every lead. Switching to MatterSuite has been a huge relief—now we manage all leads, matters, and clients seamlessly in one place
Legal Operations Manager
The configurable intake form is my favorite feature. I can add fields based on our requirements. Some matters require extensive information, and our previous software lacked flexibility, making it difficult to adapt. With MatterSuite, we can customize as many fields as needed, saving time and effort
Senior Associate
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