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 your firm already works, 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.
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
Capture the matter type and key details in one consistent intake.
- 02
Secure client portal
Clients upload requested documents from a dedicated link, no account setup required.
- 03
Staff review queue
Uploads create review work; approvals update the matter, client view, and audit trail together.
How a pilot would work
Start with one workflow. Prove the value. Expand from there.
One document-collection workflow, one team, a few weeks. Measure what actually changes before anyone commits to more. Nothing gets replaced along the way, so trying this is cheap and stopping is even cheaper.
Dedicated client links · Role-based staff access · Every action audited