MatterFlow simplifies the process of collecting client data for your firm. It involves sending a form to your client which automatically populates all the relevant fields in that matter as they fill it in.
Benefits of using MatterFlow:
- Reduces the need for constant back-and-forth communication and sharing of documents with clients
- Eliminate double-entry of client information as matter fields are populated as the client fills in the form
- Forms are pre-automated and built for each matter type and practice area
- Updates to matter forms can be displayed live on your dashboard
- Forms can be sent securely to the client from the Client Portal or via email
Learn how to generate a Matter intake form to send to your client.