Matter Intake

Small

Legal · Lawyer, office manager, prospective clients

Client intake and conflict checking for law firms.

Built in this build

Online intake form
Initial consultation booking
Document upload
Intake list
Conflict check log
Settings
Matter and urgency summary from intake text
Conflict scan on adverse party names
Intake source summary

Vision (needs external services)

Consultation reminder
Email notifications
Calendar (.ics)

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Online intake form
Initial consultation booking
Document upload

Admin modules

Intake list
Conflict check log
Settings

AI capabilities

Matter and urgency summary from intake text
Conflict scan on adverse party names

Automations

Consultation reminder

Analytics & reports

Intake source summary

Integrations

Email notifications
Calendar (.ics)

Mobile

Mobile intake form

Roles & permissions

Lawyer
Manager
Prospective client

Legal →

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Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.