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MatterSuite Matter Intake

MatterSuite Matter Intake organizes legal requests from submission through triage and, when appropriate, conversion into a matter.

Place
#25 of 104
Score
7.0
MatterSuite Matter Intake's website

What MatterSuite Matter Intake is

MatterSuite Matter Intake organizes legal requests from submission through triage and, when appropriate, conversion into a matter. Configurable forms gather request details in a centralized workflow. Teams can categorize submissions, judge urgency, route work to the right person, and use approvals or escalations. When a request becomes a matter, its details, ownership, and intake history carry over, with an audit trail. Available on web, Android, and iOS, it is positioned for in-house legal teams, corporate legal departments, chief legal officers, and large law firms. MatterSuite lists integrations with Google Drive, Outlook, Dropbox, QuickBooks, PayPal, LawPay, Microsoft OneDrive, and Slack. The legal intake tool is included in the standard subscription at no additional fee. A 14-day free trial offers full access and requires no credit card to sign up.

Good

  • Configurable forms centralize incoming legal requests.
  • Urgency assessment, routing, approvals, and escalations.
  • Request details carry into matters with audit trails.
  • Available on web, Android, and iOS.
  • 14-day trial offers full access without a credit card.

Watch out

  • No free plan is available.
  • In-house pricing includes custom pricing.

Who it suits

It suits in-house legal teams and law firms that need to collect, prioritize, and route requests before turning qualifying work into matters. Mobile apps are available for lawyers.

Verdict

MatterSuite Matter Intake connects request collection, triage, and matter creation in one legal workflow. The trial offers a way to evaluate the full-access workflow, while plan pricing should be clarified with MatterSuite.

Plans and prices

From MatterSuite Matter Intake's own pricing page, checked 21 Sep 2026.

All about pricing
PlanPriceWhat it gives you
Law firm plan—Client and matter intake · Team-triggered conflict check · Matter lifecycle management · Timekeeping and expense capture · Billing and invoicing · Integrated trust accounting
In-house legal team plan$89 a monthLegal request intake and routing · Matter management and global tracking · Conflict and risk checks · Document and eSignature management · Role-based access control · Task and custom approval workflows · Custom pricing; plans start at $89 per user/month
MatterSuite$89 a monthPlans start at $89 user/month · flexible feature selection · per user/month

The facts

Each one read from MatterSuite Matter Intake's own pages, with the date it was checked.

What it does

Audience
The product is positioned for in-house legal teams, corporate legal departments, chief legal officers, and large law firms.checked 30 Sep 2026
Hosting
Data is hosted in Google Cloud ISO 27001-certified data centers with SOC 1, SOC 2, and SOC 3 reports, primarily in us-central1 (Iowa).checked 30 Sep 2026
Intake forms
The intake workflow uses configurable forms to collect complete request information and centralize legal requests.checked 30 Sep 2026
Intake pricing
MatterSuite says its legal matter intake tool is included in the standard subscription with no additional fee.checked 30 Sep 2026
Integrations
The pricing page lists Google Drive, Outlook, Dropbox, QuickBooks, PayPal, LawPay, Microsoft OneDrive, and Slack integrations.checked 30 Sep 2026
Matter conversion
Request details, ownership, and intake history carry into matters with request-to-matter conversion and audit trails.checked 30 Sep 2026
Migration
Dedicated migration specialists can move matters, contacts, calendars, tasks, and more without data loss.checked 30 Sep 2026
Multi-location
MatterSuite says firms can add multiple locations and centralize management across them at no additional cost.checked 30 Sep 2026
Purpose
MatterSuite captures legal requests, prioritizes them, routes work to the right team member, and converts qualifying requests into matters.checked 30 Sep 2026
Security
MatterSuite states that it provides enterprise-grade security, encryption, SSO, two-way authentication, role-based access, and ISO-certified infrastructure.checked 30 Sep 2026
Support
MatterSuite says expert support is available 24/7 by phone, email, or live chat, with a self-service knowledge base.checked 30 Sep 2026
Triage
Teams can categorize requests, assess urgency, intelligently route work, and use approvals and escalations.checked 30 Sep 2026

Money

Free plan
Nochecked 21 Sep 2026
Trial
MatterSuite offers a 14-day free trial with full access and no credit card required to sign up.checked 30 Sep 2026

Where it runs

Mobile apps
MatterSuite’s official blog states that iOS and Android apps are available for lawyers.checked 30 Sep 2026

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