MatterSuite Matter Intake
MatterSuite Matter Intake organizes legal requests from submission through triage and, when appropriate, conversion into a matter.
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.
| Plan | Price | What 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 month | Legal 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 month | Plans 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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