Built for modern real estate law firms

Turn every new inquiry into an organized matter.

LawIntake brings client intake, matter details, documents, and compliance workflows into one focused workspace—so your team can move work forward with confidence.

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Fictional workflow example + 60-second research questions

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Guided intake
Matter workspace
Audit-ready activity

Matter workspace Secure

MATTER 2026-0148

Oceanview Closing

On track

Closing readiness 72%

Intake Identity Documents Review

Client details•••

Jordan MillerBuyer

Property: Miami, Florida
Transaction: Residential purchase
Target close: September 18

Next actions3

Client intake reviewed Identity documents received Complete risk review Send engagement letter

Intake completeAll required fields received

One clear system for

CLIENT INTAKE MATTER TRACKING DOCUMENTS AML WORKFLOWS

The workspace

Less chasing.
More practicing.

Replace scattered forms, inbox threads, and hand-built trackers with a single view of every client and matter.

Structured from the start

Intake that arrives ready to review

Collect the people, property, ownership, and transaction details your team needs through a guided client experience.

Designed for the work

Every detail in context

Keep contacts, notes, tasks, documents, and milestones attached to the matter they belong to.

Built-in visibility

Know what needs attention

Surface incomplete steps and upcoming work before they become bottlenecks.

View sample matter workspace Take the research survey

One connected workflow

From first contact to closing table.

Give the team a shared process without forcing every matter into the same mold.

See the workflow in action

01
Invite the client
Send a secure intake link built for the transaction.
02
Review and qualify
See complete details, documents, and risk signals together.
03
Open the matter
Carry verified intake data forward without entering it again.
04
Keep work moving
Track milestones, tasks, notes, and client requests through close.

Trust is foundational

Client information deserves deliberate protection.

LawIntake is designed around firm-level data separation, controlled access, audit trails, and practical data-subject tools.

Firm isolationTenant-aware data access

Activity historyTraceable workflow events

Data controlsExport and deletion workflows

Secure portalToken-based client access

Insights

Insights for Real-Estate Transaction Teams

Practical notes on client intake, document collection, matter readiness, and the operational handoffs that keep property transactions moving.

Why Email-Based Client Intake Causes Avoidable Transaction Delays

Why scattered inboxes struggle as the main system for intake facts, documents, and follow-up ownership—and what a clearer workflow looks like.

Read Why Email-Based Client Intake Causes Avoidable Transaction Delays

A File-Ready Checklist for Real-Estate Transaction Teams

A prospective client contacting the firm is not the same as a matter being ready to move forward. An operational checklist for shared file-ready handoffs.

Read A File-Ready Checklist for Real-Estate Transaction Teams