Getting Started with MatterFlow

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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.

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