Intake and qualification
From first contact to an attorney-ready file.
Capture every enquiry, remove the retyping and preserve the source. A lead opens only once an attorney or administrator clears its conflict check; a walk-in with no possible match opens on hold until they do.
One controlled front door
The tools your intake team uses every day.
Each step adds to the same lead record, so the matter can inherit the work instead of starting again.
Automated lead capture
Website, phone, referral and walk-in enquiries enter one assigned inbox with activity, notes and follow-up attached.
Calls and callbacks on the record
Log the direction, outcome, duration and note, then book a real appointment that cannot be silently double-booked.
Qualification on the lead
Qualification details, callbacks and the conflict search all work from the same lead record, so nothing is typed twice.
Conflict intelligence
Search parties, leads, providers and carriers, record every match disposition and require written clearance from an attorney or administrator. Until then a walk-in's fee agreement cannot be countersigned and no settlement statement can be prepared.
Case review checklist
Draft facts with their supporting words, an attorney brief, red flags and callback questions; low-confidence items remain unconfirmed.
Matter opening automation
Carry the intake, calls and texts, consent and conflict history into the matter, then create the opening checklist, its tasks and the statute and government-claim deadlines.
Michael Brown
Lead · contacting- Source
- Website form
- Case type
- Auto collision
- Owner
- A. Byrne
- Callback
- Thu 2:00pm · J. Reyes
Call history
Log a call- Outbound call · Reached · 12 minToday 9:04Went through the collision, treatment so far and the insurer. Callback with the attorney booked for Thursday 2pm.
- Inbound call · Voicemail · 1 minYesterday 17:41Asked whether the ER bill should be paid now. Returned this morning.
- Outbound call · No answerYesterday 11:20Left no message; tried the mobile on file.
Recording: not requested. Consent is stored apart from the call.
AI intake review
Proposed- Incident date14 Apr 2026…stopped at the light on the 14th when the other driver went into the back of him…
- Case typeAuto, rear-end…rear-ended while stationary at the signal, two vehicles, both driveable…
- TreatmentER same day, PT ongoing…ambulance to Mercy General the same night, now in physical therapy twice a week…
- Wage loss9 days missed…off work around nine days, says he cannot hold position at the chair…
- InsurerNorthgate Mutual…other driver's card says Northgate Mutual…
Computed by rule
- Limitation date
- 14 Apr 2028
- Government claim
- 14 Oct 2026
From the incident date and the defendant, by the rules engine. Never by the model.
Ask the client for
- Photographs of both vehicles and the intersection
- Mercy General discharge papers, 14 Apr
- Pay stubs for April, and an employer letter
- Health insurance card, both sides
The call happens on the lead
Dial from the page and the client sees the firm's number, and the call lands on the lead with its direction, result and length. A call from a desk phone is logged in one step with its outcome, note and who logged it.
The notes become a draft review
Twenty-eight fixed facts read out of what was written down: incident date and place, case type, injuries and treatment, providers, wage loss, insurers, witnesses, prior injuries, whether a public entity is involved, each with the words it came from.
Dates are computed, not guessed
The incident date on file goes into a deterministic rules engine for the limitation date and the six-month government-claim date. The model is never asked to do legal arithmetic.
Staff confirm every fact
Low-confidence facts start unticked, and confirming fills only the fields nobody has filled, so what staff recorded is never overwritten.
Call recording stays off until the firm approves a disclosure and the caller consents, and the consent is kept apart from the call. The review reads what staff write down; it never listens to a call.
Bring one intake your team handled last week.
We will show you how Matterfold would have captured the work, surfaced the risk and carried the record forward.