Legal Operations
Matter management software that runs itself: published intake forms feed live boards, legal workflow automation moves the routine, and approvals defined once run every instance on the record.
Legal intake software
Published intake forms submit straight into structured work lists, with your columns, grid and kanban views, sub-items, and rules that automate the routine, so requests are triaged automatically and skip the inbox entirely.
A board that updates itself
The platform reads from and writes into the same lists: a finished review posts its own row and moves its own status. Email threads become matter records too: structured, searchable, and queryable with cited answers.
Approvals on the record
Define approval processes once (steps, routing, SLAs, delegation, recusal, observers), then run every instance with an exportable audit log. Attach them to documents, deliverables, or invoices.
How it works
Intake lives in inboxes, matters live in spreadsheets, and approvals live in reply-all threads nobody can audit. Matter Management replaces that stack with working parts: legal automation that keeps matter management systems current without anyone maintaining them, because completed work updates its own rows.
STEP 01
The intake form, the board, and the approval routing, defined once. Views, columns, and rules shape it to how your team actually works.
STEP 02
Requests flow in, items move through your statuses (completed platform work updates its own rows), and approvals advance step by step with notifications.
STEP 03
One live view of everything in flight, roll-up insights, time tracking, and an audit log you can export when asked.
Handles your formats
Intake forms, grid & kanban boards, email-to-matter records, audit logs, CSV export
See it in action
MAT-001 · MSA renewal: With Customer. Approvals defined once and run on the record: pending, current, done.
FAQ
Yes; that’s the design goal. Grid and kanban views with your columns, intake forms that feed the queue, rules for the routine, and export whenever you need the data elsewhere. The difference: this tracker updates itself as work completes.
Paste a thread or upload an .eml file and the matter is reconstructed: type, parties, timeline, key facts, positions, resolution. Unresolved matters honestly say Open, and a built-in Q&A answers questions grounded strictly in the thread, with citations.
Every approval process runs on the record: who reviewed, how each step decided, SLAs, delegations, and recusals, all captured in an exportable audit log.
The practice of tracking every legal request, matter, and approval in one system of record: who owns it, where it stands, and what it produced. Here, the record maintains itself: finished work posts its own status.
Yes: intake forms, rules that automate routine routing and status moves, boards that update themselves, and approval workflows that run on the record with an exportable audit log.
In-house legal departments. This is corporate legal intake and triage plus matter management, not law-firm client intake or answering services.
Book a demo; we’ll build an intake form and board around one of your real request types in the session.
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Open an app, do the work, ship the file. Start with the most used, or browse your practice area; every app already speaks your playbook.
A finished first pass on any third-party paper: real redlines and a screening report in minutes.
From a quick risk read to the completed deviation memo, on your own template.
Deal documents in, a populated draft on your form out; nothing is silently invented.
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On-template summaries, exception tables, and the full story of the negotiation.
Accept the work and list the exceptions without marking up the customer's paper.
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Intake forms, live matter boards, and audited approvals: the ops layer that runs itself.
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Clauses, playbooks, policies, and answers, governed once and grounding everything.
The department, quantified: a live command center, a daily brief, work priced at market.
Citation-backed briefs from primary law across 8 jurisdictions, in minutes.
USPTO + usage + domains, with a DuPont risk rating in hours.
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DocJuris is not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies.
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