Legal services
Run new-matter intake and conflict checks
Matter intake usually slows down when intake forms, referral emails, contact records, matter history, and calendar availability do not tell the same story, or when a new prospective client asks for help or an intake record is incomplete. Imagine keeps those sources in view, prepares an intake summary, conflict-check packet, and consultation response draft, and separates the ready work from the judgment calls. After review, the approved update goes back to your practice-management system, so qualified matters move quickly while conflicts and poor-fit requests are caught early.
The manual reality today
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01
Too many tabs before matter intake can move
intake forms, referral emails, contact records, matter history, and calendar availability each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Matter intake can stall until someone notices
When a new prospective client asks for help or an intake record is incomplete, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The matter intake history is hard to defend
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Read the matter intake signals
Imagine watches intake forms, referral emails, contact records, matter history, and calendar availability for new activity, stale items, and changes that affect the work.
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02
Separate routine matter intake work from judgment
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Draft the next matter intake touch
Imagine drafts an intake summary, conflict-check packet, and consultation response draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Write the matter intake result back
After review, approved actions are recorded in your practice-management system with the context, approver, and timestamp preserved.
Works with the tools you already run
- Clio
- MyCase
- PracticePanther
- Lawmatics
- Google Workspace
- Outlook
What changes
Decisions around matter intake surface sooner
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Matter intake communication feels less random
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
The matter intake record is easier to explain
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle matter intake?
Imagine watches intake forms, referral emails, contact records, matter history, and calendar availability, spots when a new prospective client asks for help or an intake record is incomplete, and prepares an intake summary, conflict-check packet, and consultation response draft for review. Approved actions sync back to your practice-management system with the supporting context attached.
What parts of matter intake can stay manual?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before your practice-management system is updated.
Which tools feed matter intake?
This workflow can connect to systems such as Clio, MyCase, PracticePanther, Lawmatics, Google Workspace, Outlook. Imagine works on top of those tools instead of replacing the system of record.
How does matter intake feel different?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so qualified matters move quickly while conflicts and poor-fit requests are caught early.