Workflow

Client & Matter Lifecycle

The backbone of every legal practice — from first contact to file closure.

Every legal engagement starts with a client and a matter. This workflow covers the entire arc: initial intake and conflict checking, engagement letters, matter setup, ongoing management and tracking, through to completion and archival. Tools here help practitioners capture leads, screen for conflicts, manage deadlines, and keep everything organised.

Top pain points

What practitioners struggle with. Click through for vendor comparisons.

See all 23 pain points →

Top integrations

The platforms most commonly integrated by vendors in this workflow. See all platforms →

1. 1 Microsoft Outlook 74 vendors
2. 2 Microsoft 365 49 vendors
3. 3 Zapier 44 vendors
4. 4 Google Calendar 39 vendors
5. 5 Gmail 33 vendors
6. 6 QuickBooks Online 32 vendors
7. 7 Clio 30 vendors
8. 8 Salesforce 29 vendors
9. 9 Dropbox 27 vendors
10. 10 HubSpot 26 vendors

Researched vendors (727)

These vendors have been researched with cross-referenced data from multiple public sources.