Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Matter Desk for lawyers ← Back to the overview

Live demo · Blueprint No. 2675

Intake to open matter. Nothing typed twice.

Matter Desk takes an enquiry from a client's phone at 10pm, checks every party for conflicts and sends it to the right lawyer. Then it builds the costs agreement, gets it signed with ID verified and money on account paid, opens the matter in LEAP and keeps the client updated through a portal. Have a play: every button works.

  1. 01Check today
  2. 02Clear a conflict
  3. 03Book a consult
  4. 04Get it signed
  5. 05Open the matter
  6. 06Post an update

This is the scaled-down version.

The real one is built around how your law practice runs: your practice areas and intake questions, your own costs disclosure templates and estimates, plus conflict checks against your real clients, parties and closed matters. It plugs into LEAP, Smokeball, Actionstep or Clio and gets agreements signed through DocuSign or Adobe Acrobat Sign. Consults go straight into Microsoft 365 or Google calendars with Zoom or Teams links, consult fees come in through Stripe and documents are filed to SharePoint against the right matter. It's hosted and looked after by the people who built it.

Talk to us about the real one →