Legal work begins with a handoff.
MatterFlow keeps both sides in sync.
Improvement layer, not replacement
Smoother handoffs between your clients and your team.
MatterFlow is a working demo of a simple idea: keep the way you already work, and take the friction out of the handoffs around it. Clients get a clear way to send in what’s needed; staff get a tidy queue of what arrived and what’s next. Your team keeps the judgment calls; the routine work gets lighter.
No sign-up needed · Synthetic data only
Everyone is waiting on someone. Nobody can see who.
What the demo shows
One enquiry, followed all the way through.
Nothing on this page is a mock-up: every step below runs live in this demo, from first enquiry to approved document.
- 01
Structured enquiry
Every matter starts with the same clear picture: matter type, key details and client contact, captured once in one consistent intake.
- 02
Secure client portal
Clients open a dedicated link, no account to set up. They see only what's requested and why, and anything outstanding gets a scheduled reminder, so nobody drafts another chasing email.
- 03
Staff review queue
Each upload becomes a review task. Approve it, or send it back with a reason, and the matter stage, the client's view and the audit trail update together.
How a pilot would work
Start with one workflow. Prove it. Then decide.
- The problem
- Document collection stalls across email threads, manual chasing and unclear ownership.
- The intervention
- One operational view for your staff; one secure requested-documents checklist for your clients.
- The scope
- One workflow, one team, four weeks. Your existing systems remain the source of matter context.
- The exit
- Stop at any time. Nothing was replaced, so there's nothing to unwind.