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MatterSuite
Legal Intake & Triage

Legal Intake & Triage Software for In-House Legal Teams

Capture every legal request, prioritize what matters, and route work to the right team member from one place

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Legal Intake & Triage

From Legal Request to Matter, One Connected Workflow

Give business teams an easy way to request legal help while giving your in-house legal team the structure to manage every request.

01 — CAPTURE

Capture Every Legal Request

Collect complete requests through intake forms that provide the information needed to get started.

02 — TRIAGE

Prioritize and Route Work

Categorize requests, assess urgency, and route each request to the right legal professional.

03 — CONVERT

Turn Requests Into Matters

Convert qualifying requests into matters and track them from intake through resolution.

01 — LEGAL REQUEST MANAGEMENT

Create One Front Door for Legal

Centralize requests from across the business with structured forms that capture the information from your in-house team needs upfront

Configurable Intake Forms
Complete Request Information
Centralized Legal Requests
Request Tracking
Configurable Intake Portal FormForm #FRM-4089
Request TypeVendor Contract Review
Business UnitMarketing & Growth
Request SummaryHigh Priority

Annual Software License Agreement with Data Security Addendum

MSA_Final_v2.docxRequested by: Brian King
Central Intake Engine Active
Auto-Validated Upfront
02 — INTAKE & TRIAGE

Prioritize What Matters the Most

Give your in-house legal team a clear view of incoming work to help them identify urgent requests and ensure routine work stays organized and visible.

Request Categorization
Priority & Urgency
Intelligent Routing
Approvals & Escalations
Intelligent Triage & Routing MatrixWorkload Balanced

Enterprise Master Subscription Agreement

Critical
Daniel Davis (Commercial Counsel)
Sales EnterpriseSLA: 2h

Customer Data Security & Privacy Addendum

High
Marcus Vance (Compliance Lead)
InfoSec / ITSLA: 4h

Standard Mutual Non-Disclosure Agreement

Routine
Auto-Routed to Legal Specialist
Product OpsSLA: Same Day
03 — MATTER INTAKE

Keep Every Matter Traceable

Carry request details, ownership, and intake history into each matter so your team always has the context behind the work.

Request-to-Matter Conversion
Clear Ownership
Intake Data Carryover
Complete Intake History
Request-to-Matter Conversion Trace100% Traceable
Linked MatterMatter #MAT-2026-8842 (Active)
Intake Synced
Intake Submitted09:15 AM

Request #REQ-1049 captured via Client Portal & Web Form

Urgency & Triage Triaged09:22 AM

Categorized as High Priority Commercial Contract

Matter Created & Converted09:30 AM

Matter #MAT-2026-8842 opened with full audit trails

Integrations

Seamless Integrations, Zero Disruption

Connect MatterSuite with your existing legal and business tools

Google Drive
Google Drive
Outlook
Outlook
Dropbox
Dropbox
QuickBooks
QuickBooks
PayPal
PayPal
LawPay
LawPay
Microsoft OneDrive
Microsoft OneDrive
Slack
Slack
Reviews

From the Teams We Serve

We moved everything into MatterSuite earlier this year, and it instantly cut down the chaos. No more digging through emails to find updates or documents.
LM

Lukas M.

Legal Counsel

Contract tracking used to be a constant headache. Now I actually trust the system to remind me before things slip through the cracks.
SL

Sophie L.

Contracts Manager

What I appreciate most is how flexible it feels. We adjusted workflows to match how we already work instead of changing everything around the tool.
MR

Matteo R.

Head of Legal

The reporting tools are genuinely useful. I can finally show leadership, clear numbers instead of trying to explain workload in vague terms.
AK

Anna K.

Senior Legal Analyst

At first I thought the AI features would be overhyped, but the document search alone has saved me hours every week.
DV

Daniel V.

In-House Counsel

Onboarding was quicker than expected. We were up and running without long delays, and the team didn't need much hand-holding to get started.
CD

Claire D.

Legal Operations Manager

Bring Structure to Your Legal Intake Process

Stop managing requests across scattered inboxes. Give your organization one clear front door for legal work.