Leads and client intake

Manage enquiries, consultations and lead pipelines, then bring the client into your case workflow.

Capture enquiries

Collect enquiries through website contact forms and manage them in Matter. Keep the prospective client’s details with the enquiry.

Use custom lead pipelines to track the work before a case begins. Record the consultation and progress the enquiry towards engagement.

Move from the initial enquiry to case preparation with the client’s details available to the team.

Try the client portal, document requests and form preparation with a case of your own.

No credit card required.