Intake built for how your practice area actually works
Every pack ships with sensible defaults built from real matters. Use them as-is or configure every detail.
What generic intake looks like
- Name, email, phone, “Tell us about your case”
- Every practice area gets the same fields
- Staff re-asks everything the form missed
- No structure, no validation, no intelligence
What a MatterReady intake pack collects
- Practice-area-specific sections — trust preferences, opposing party, heirs, incapacity basis
- Conditional fields that appear based on client answers
- Planning Scope classification (Core / Enhanced / Comprehensive) that flags matters before attorney review
- Structured, validated, normalized data — ready for your practice management system
Nine practice area intake packs
Estate Planning
Wills, trusts, powers of attorney, healthcare directives
- 3 profiles: Basic (will-focused), With Trust, Elder Law
- Sections: Trust, Assets, Priorities & Healthcare, Gifts, Professional Advisors
- Planning Scope auto-classification flags special needs, disinheritance, business interests, blended families, and non-US citizens
Family Law
Divorce, custody, child support, adoption
- 4 profiles: Basic, Divorce Only, Custody Focused, Comprehensive
- Sections: Opposing Party, Marriage, Children, Case Details
- Case scope classification — Standard, Complex, or Highly Complex
Personal Injury
Auto accidents, premises liability, medical malpractice, nursing home
- 4 profiles: Basic, Auto Accident, Medical Malpractice, Nursing Home
- Sections: Incident Details, Injuries & Treatment, Insurance, Damages
Criminal Defense
DWI/DUI, drug charges, assault, domestic violence, federal cases
- 4 profiles: Basic, DWI, Felony, Federal
- Sections: Charges, Court Information, Prior Record, Case Details
Bankruptcy
Chapter 7 liquidation, Chapter 13 repayment, business bankruptcy
- 4 profiles: Basic, Chapter 7, Chapter 13, Business
- Sections: Income & Employment, Assets & Debts, Creditors, Financial History
Immigration
Green cards, naturalization, visa applications, deportation defense, asylum
- 4 profiles: Basic, Family-Based, Deportation Defense, Asylum
- Sections: Immigration History, Family Relationships, Employment, Case Details
Probate
Informal probate, formal, trust administration, small estate
- 4 profiles: Basic (Informal), Formal, Trust Administration, Small Estate
- Sections: Heirs & Beneficiaries, Estate Assets & Debts, Additional Documents
Guardianship
Adult guardianship, conservatorship, emergency petitions
- 4 profiles: Guardianship Only, Conservatorship, Combined, Emergency
- Sections: Basis & Incapacity, Financial, Interested Persons
Business Formation
LLCs, corporations, partnerships, operating agreements
- 4 profiles: Single-Member LLC, Multi-Member LLC, Corporation, Partnership
- Sections: Entity Type, Owners & Members, Registered Agent, Operating Details
- Collects formation documents checklist and organizational structure
Works out of the box
Strong defaults from experience
- Every pack is pre-configured with the sections, fields, and validation settings that matter for that practice area
- Profiles encode common patterns — a custody-focused family law firm and a divorce-focused firm get different defaults with one selection
- Most firms select a profile and start collecting structured intake the same day
- No form builder. No drag-and-drop. No blank canvas.
Configurable when you need it
- Toggle sections on or off — hide trust section for will-only practices
- Adjust depth — max children, backup nominees, detailed asset fields
- Choose tone — plain English, formal legal, or attorney-branded language
- Set validation strictness — soft warnings or strict blocking per pack
- Every override is validated. Your settings merge cleanly with pack defaults.
Most firms never override a setting. The defaults handle it.
Intelligence, not just collection
Planning Scope
Estate planning
- Every intake is classified Core, Enhanced, or Comprehensive
- Triggers: blended family, special needs beneficiaries, disinheritance, business interests, asset-protection goals, charitable provisions, non-US citizens, staged distributions
- Scope shows on the lead detail and drives prep effort estimates and routing
- Straightforward matters move faster. Higher-scope ones get the review they need.
Case scope classification
Family law
- Intakes are classified as Standard, Complex, or Highly Complex
- Triggers: multiple case types, contested custody, high income, business assets, kinship guardianship
- Staff see the scope alongside the intake summary — no manual triage
Scope is informational. Your attorneys make every determination.
Intake packs vs. generic form builders
| Capability | Generic Forms | MatterReady Intake Packs |
|---|---|---|
| Practice area coverage | One form for all matter types | Dedicated pack per practice area |
| Structure | Flat list of text fields | Practice-aware sections with conditional logic |
| Profiles / presets | None — build from scratch | 3–4 per pack, one click to apply |
| Scope classification | None | Planning Scope (Core / Enhanced / Comprehensive) with attorney flags |
| Configurability | Drag-and-drop builder | Sensible defaults + granular overrides |
| Tone / language | Fixed | Plain English, Formal, or Attorney Branded |
| Validation | On or off | Soft (warnings) or Strict (blocks) per pack |
| Data output | Freeform text | Structured, normalized, ready for PMS sync |
See the packs in action
The demo includes sample estate planning and family law intake data. See how structured intake, Planning Scope classification, and readiness scoring work together.