A clearer opening
for every new matter.

Explore a more connected client-intake process, with reusable business details and a focused route for matter-specific questions.

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Matter openingExample workflow

A shared starting point

ClientMarlow Studio

Matter referenceMS-104

ContactAlex Morgan

Reuse in the mapped questions

Client information

Matter intake

Opening checklist

Illustrative data · Review before the next step

Familiar information.
Too many separate places.

Clients can be asked for the same basic details across intake forms and matter-opening documents. Your team needs the context together, with room for the questions unique to each matter.

See how shared fields help

A more connected
matter opening process.

Reuse the common details

Connect the client information that has the same meaning across your selected forms.

Keep matter questions specific

Separate shared business details from the information unique to this instruction.

Review before progressing

Prepare a consistent packet for the appropriate team member to check.

Let’s work through your version.

Your team retains legal judgement, review and approval. A walkthrough can explore document preparation without implying a legal-signature service.

Discuss this workflow

Let’s put your paperwork
to work.

Tell us what your team needs to get done. We’ll show you where Inloom fits.