Legal intake creates the Matter.
Correspondence, filings, contracts, or uploaded evidence become one Matter record with practice area, jurisdiction, confidentiality, and responsible attorney.
Matter record
Vendor compliance packet
- Source
- Inbound email
- Responsible attorney
- Lead counsel
- Evidence
- 3 attached files
- Stage
- Intake
- vendor-intake.emlEmail
- packet.pdfPDF
- supporting-w9.pdfPDF