Bridge client intake and case preparation with an attorney-ready factual record.
MatterGraph helps law firms move from a signed client’s unstructured account to a reviewed chronology, evidence map, open questions, and matter summary. It organizes the facts after lead intake; counsel determines legal merit, strategy, and final language.
Intake-to-case bridge
- 01Client accountOriginal words and uploaded sources
- 02Case chronologyEvents, dates, people, and uncertainty
- 03Evidence mapSupport, conflicts, and missing records
- 04Matter summaryReviewed facts ready for attorney analysis
Attorney review remains required before any claim, demand, declaration, pleading, or filing is used.
Case fact development begins where lead intake stops.
Traditional law firm client intake software often focuses on contact details, consultation scheduling, conflict checks, engagement letters, and lead conversion. Those steps help sign a client and open a matter, but they do not necessarily build the factual record the legal team needs next.
MatterGraph focuses on post-retainer fact development. It keeps the client’s original account connected to proposed events, documents, people, open questions, and review decisions so the team can prepare the matter without rebuilding the story from scattered notes.
Six stages from signed client to attorney-ready record.
Each stage preserves the source and review status so a polished summary never hides what the client actually said.
- Step 01
Capture the client account in plain language
The client describes what happened, identifies people and places, adds known dates, and points to relevant documents without needing legal vocabulary.
Guided intakeSource wordingSave and resume - Step 02
Propose a legal case chronology
MatterGraph proposes events from the account and records whether each date is exact, approximate, a range, or still unknown.
Legal case timeline and chronology softwareEventsDate confidencePeople and places - Step 03
Connect evidence to the facts it supports
Documents are linked to specific events as supporting, contradicting, or mentioning them. Missing support stays visible as a gap.
Legal evidence organizationEvidence mapSource linksMissing records - Step 04
Surface conflicts and unanswered questions
The system places apparently inconsistent sources side by side and suggests focused follow-up work for the legal team to review.
How conflicting statements are surfacedReview flagsOpen questionsAssigned work - Step 05
Build a reviewable matter summary
Reviewed events, source support, impact, and unresolved issues can be grouped into a factual handoff for the attorney’s analysis and case work.
Client interview to case summary workflowReviewed factsSource supportOpen issues - Step 06
Assess and act under attorney control
Counsel determines legal merit, applicable law, strategy, and final wording. MatterGraph remains the sourced factual workspace underneath that work.
Attorney judgmentVerificationLegal work
One factual record across four post-intake workflows.
MatterGraph is not a billing system or intake CRM. It connects the fact-heavy work that happens between opening a matter and substantive legal work.
An attorney-ready matter summary should show its work.
The useful bridge is not a confident paragraph. It is a reviewable set of facts with attribution, uncertainty, and gaps still attached.
Source account
The client’s original words remain available for comparison with every proposed event.
Reviewed chronology
Events are ordered while exact, approximate, disputed, and unknown dates remain distinct.
Evidence support
Each factual statement can point to the document, person, or answer that supports it.
Open issues
Conflicts, missing documents, and unanswered questions remain visible instead of being smoothed over.
Impact record
Claimed losses or effects are organized separately from the events and sources used to support them.
Attorney decision
Legal merit, sufficiency analysis, strategy, and final language belong to counsel.
Law firm client intake and case preparation FAQ
- What happens after a law firm signs a client?
- The firm still needs to develop the factual record: the client’s complete account, people, dates, documents, chronology, missing information, and follow-up work. MatterGraph structures that post-retainer intake without replacing attorney assessment.
- What is the difference between client intake and case intake?
- Client intake commonly covers lead capture, qualification, conflicts, engagement, and onboarding. Case intake or fact development goes deeper into what happened, when it happened, who was involved, which documents support the account, and what remains unknown.
- How is this different from a law firm intake CRM?
- An intake CRM usually manages leads, appointments, conflict checks, retainers, and onboarding. MatterGraph develops the post-retainer factual record by connecting the client account to events, evidence, review flags, and follow-up work.
- Can it create a legal case chronology from client intake?
- The product workflow proposes timeline events from client answers and links those events back to their sources. A paralegal or attorney reviews, edits, accepts, or rejects the proposed structure.
- Does MatterGraph decide or write the legal claim?
- No. MatterGraph can organize reviewed facts into a matter summary or factual outline, but it does not determine legal merit, select a legal theory, provide legal advice, or file anything. An attorney controls analysis and final use.
- How can a law firm improve the factual handoff after intake?
- Use a consistent record that preserves the client’s original account, separates events from sources, marks uncertain dates, identifies missing evidence, and assigns focused follow-up before an attorney relies on the summary.
Evaluate the post-intake bridge on a representative matter.
Use a synthetic or fully redacted matter to assess whether the chronology, evidence map, review flags, and matter summary fit your firm’s workflow.