The reality of legal matter management today
Legal teams are pulled in a hundred directions. Without intake management, they're constantly interrupted and have no data on their workload: The typical experience:
Requests arrive via email, Slack, walk-ups, and meetings
No central view of all open matters
Similar questions get researched from scratch each time
No data on time spent by matter type
Hard to justify headcount without workload metrics
Urgent matters get stuck behind routine questions
How this flow looks in Triform
Every legal request goes through a central intake form. Triform classifies the matter type, checks if it's similar to a previously resolved matter, assigns to the appropriate attorney based on specialty and capacity, and tracks time and status. Leadership gets visibility into the full portfolio.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Legal visibility and efficiency at scale
Every matter tracked from request to resolution. Attorneys work from a managed queue. Leadership has data for decisions. This means:
- Attorneys focus on matters, not request management
- Business gets visibility into their requests
- Data to optimize legal team structure
From ad-hoc requests to structured intake
Set up the intake form with your matter types
Define routing rules based on specialty areas
Configure the knowledge base for precedent matching
Set up tracking and reporting dashboards