From query to matter without losing context
Inbound client emails become tracked queries. When the work warrants it, a matter card opens on a Legal project board with stages for conflicts, research, drafting, and review.
Legal practices
Matter intake and client correspondence in one workspace
Capture client queries, run conflicts checks, route matters to the right partner, and keep every piece of correspondence attached to the matter.
Client query intake
Matter-based project boards
Conflicts and engagement tracking
Time-captured correspondence
Ready on day one
Legal workspace template — Conflicts Check / Research / Drafting / Review stages, plus Litigation, Corporate, Property, Employment, Compliance labels.
Every document attached to the matter
Engagement letters, court filings, opinions, and settlement agreements live with the matter, tagged for fast retrieval during litigation or audit.
Built for billable practice work
Time captured against the matter, audit log on every status change, and clear partner ownership so nothing slips during deadlines.
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Keep client queries, documents, and follow-up work organized
Use IntelliDesk to manage recurring client questions, document requests, deadlines, and internal follow-up without relying on scattered inboxes.
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Keep client requests and delivery boards in sync
Manage client questions, change requests, approvals, and delivery tasks without losing context between support and project work.
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