Playbook
Client Intake + Matter Triage
A lightweight intake workflow: clarify facts, risks, and next steps with a clean summary you can share internally.
ContractsReviewSensitivity: mediumBudget: Free or paidPlatform: any
Recommendation
Based on your answers, we’d start with: Contract Review Quickstart
Your current page is a template. The recommendation below is the closest match for your matter type and workflow stage.
Recommended Stack
Start with 3–5 tools. Add more only if you can maintain the workflow.
Casepeer
CasePeer (by 8am/AffiniPay) is practice-management software built specifically for personal injury firms, covering the case lifecycle from intake through settlement: treatment tracking, medical-record requests, liens, deadlines, reporting, and integrated LawPay payments, with AI features for PI. Quote-based; rated 4.7 to 4.8 stars on G2 and Capterra across 400+ reviews.
Verifiedpaid
- Commonly used in the "Client Intake + Matter Triage" workflow.
Clio
Clio is a widely used legal practice-management platform (matters, documents, time, billing, trust accounting, client portal) with AI-first features for billing, scheduling, and client updates. Not personal-injury-specific but used across firm types. Published pricing starts at $49 per user/month (Starter), with Core and Signature tiers and a free trial.
Verifiedpaid
- Commonly used in the "Client Intake + Matter Triage" workflow.
Docjuris
DocJuris is a legal AI workflow platform for contract review, negotiation, legal intake, research, and matter management, aimed at in-house legal and procurement teams. Quote-based, sales-led.
Verifiedpaid
- Commonly used in the "Client Intake + Matter Triage" workflow.
Eve
EveOS is an AI operating system for plaintiff and personal injury law firms, covering intake, medical review, drafting, case management, legal research, and client communications in one platform. Eve reports 1,200+ firms on the platform. Pricing is per-seat and quote-based (sales-led).
Verifiedpaid
- Commonly used in the "Client Intake + Matter Triage" workflow.
Evenup
EvenUp is a personal-injury-only platform centered on demand packages, expanded to Pre-Litigation as a Service (PLAAS): intake, treatment, demands, and negotiation, plus litigation drafting for discovery and trial. Per-case pricing, quote-based. Demands are AI-generated, so a human reviews the draft and its citations before it is sent.
Verifiedpaid
- Commonly used in the "Client Intake + Matter Triage" workflow.
Filevine
Filevine is a legal case-management platform (intake, matter and document management, deadlines, billing) with AI layered on through LOIS (Legal Operating Intelligence System): firm-wide AI agents, AI drafting, and medical-chronology tools, built on 40M+ matters. Popular with personal injury and plaintiff firms. A free trial is available; full pricing is quote-based.
Verifiedpaid
- Commonly used in the "Client Intake + Matter Triage" workflow.
Checklist
- [ ] Capture facts, parties, dates, and objectives
- [ ] Identify jurisdiction, deadlines, and document list
- [ ] Spot immediate risk areas (privacy, privilege, conflicts)
- [ ] Produce a 1-page internal matter summary and next-step plan
Risk Notes
- Do not treat AI output as legal advice; it’s a drafting and organization tool.
- Never paste confidential client details into tools without approval.
Prompts
Intake Summary (Structured)
Turn messy intake notes into a structured, reviewable summary.
Client Follow-up Questions
Generate a focused set of follow-up questions to de-risk an intake before work begins.
Issue Spotting Checklist
Generate an issue-spotting checklist for a workflow/matter type to reduce misses.
Client Email Draft (Intake Acknowledgement)
Draft a concise intake acknowledgement email that requests documents and sets expectations.
Skill templates
Source Check (Template)
A repeatable template for verifying legal citations and claims.
Advisory
Want a vendor-agnostic plan for your team?
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