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MatterSuite Matter Intake

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Spec score 7.8 #13 of 28 in Legal Conflict Checking Software

What it is

MatterSuite Matter Intake captures legal requests, helps teams assess and route them, and converts qualifying requests into matters. Configurable forms collect request details in a centralized workflow. Teams can categorize requests, gauge urgency, route work to the right team member, and apply approvals or escalations. When a request becomes a matter, its details, ownership, and intake history carry over, with an audit trail. Party screening, prospective matter checks, conflict audit trails, and automated search are listed capabilities. The product runs on web, Android, and iOS. Listed integrations include Google Drive, Outlook, Dropbox, QuickBooks, PayPal, LawPay, Microsoft OneDrive, and Slack. MatterSuite says it provides encryption, SSO, two-way authentication, role-based access, and ISO-certified infrastructure. Its legal intake tool is included in the standard subscription at no additional fee. The in-house legal team plan is listed at $89 a month, billed with custom pricing; plans start at $89 per user/month. A law firm plan is also listed, but no price is provided. A 14-day free trial with full access is available, and no credit card is required to sign up.

Spec sheet

Purpose
MatterSuite captures legal requests, prioritizes them, routes work to the right team member, and converts qualifying requests into matters.Read 30 Sep 2026 · mattersuite.com
Audience
The product is positioned for in-house legal teams, corporate legal departments, chief legal officers, and large law firms.Read 30 Sep 2026 · mattersuite.com
Free plan
NoRead 21 Sep 2026 · mattersuite.com
Trial
MatterSuite offers a 14-day free trial with full access and no credit card required to sign up.Read 30 Sep 2026 · mattersuite.com
Integrations
The pricing page lists Google Drive, Outlook, Dropbox, QuickBooks, PayPal, LawPay, Microsoft OneDrive, and Slack integrations.Read 30 Sep 2026 · mattersuite.com
Mobile apps
MatterSuite’s official blog states that iOS and Android apps are available for lawyers.Read 30 Sep 2026 · mattersuite.com
Security
MatterSuite states that it provides enterprise-grade security, encryption, SSO, two-way authentication, role-based access, and ISO-certified infrastructure.Read 30 Sep 2026 · mattersuite.com
Support
MatterSuite says expert support is available 24/7 by phone, email, or live chat, with a self-service knowledge base.Read 30 Sep 2026 · mattersuite.com
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).Read 30 Sep 2026 · mattersuite.com
Intake forms
The intake workflow uses configurable forms to collect complete request information and centralize legal requests.Read 30 Sep 2026 · mattersuite.com
Intake pricing
MatterSuite says its legal matter intake tool is included in the standard subscription with no additional fee.Read 30 Sep 2026 · mattersuite.com
Matter conversion
Request details, ownership, and intake history carry into matters with request-to-matter conversion and audit trails.Read 30 Sep 2026 · mattersuite.com
Migration
Dedicated migration specialists can move matters, contacts, calendars, tasks, and more without data loss.Read 30 Sep 2026 · mattersuite.com
Multi-location
MatterSuite says firms can add multiple locations and centralize management across them at no additional cost.Read 30 Sep 2026 · mattersuite.com
Triage
Teams can categorize requests, assess urgency, intelligently route work, and use approvals and escalations.Read 30 Sep 2026 · mattersuite.com

Plans and prices

Law firm plan Price not published Client and matter intake · Team-triggered conflict check · Matter lifecycle management · Timekeeping and expense capture · Billing and invoicing · Integrated trust accounting Read 21 Sep 2026 · mattersuite.com
In-house legal team plan $89 a month Custom pricing; plans start at $89 per user/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 Read 21 Sep 2026 · mattersuite.com
MatterSuite $89 a month per user/month Plans start at $89 user/month · flexible feature selection Read 30 Sep 2026 · mattersuite.com

Every MatterSuite Matter Intake plan and price →

Strong points and limits

Strong points

  • Configurable forms centralize legal requests
  • Approvals and escalations support triage
  • Request details and history carry into matters
  • Available on web, Android, and iOS
  • 14-day full-access trial requires no card

Limits

  • No free plan
  • In-house plan is billed with custom pricing

Who it suits

MatterSuite positions the intake workflow for in-house legal teams, corporate legal departments, chief legal officers, and large law firms. It suits teams that need configurable intake, triage, and request-to-matter handoff.

Verdict

MatterSuite Matter Intake combines configurable request capture with triage, routing, and matter conversion. The 14-day trial offers full access, while plan pricing is not fully specified for every option.

Where Specifiction places it

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