Basic client information.
This is what MatterFlow collects first β contact details and jurisdiction so the attorney knows who they're dealing with immediately.
Sample scenario pre-filled: Denise Williams, a 7-year employee terminated after filing an HR complaint. Edit any field or use your own case details.
What happened to the client?
MatterFlow asks clients to describe their situation in plain language β then organizes it into legal claim categories automatically.
When did this happen?
Dates are critical in employment law. Please be as accurate as possible β even an approximate month and year helps.
About the employer.
Employer size determines which federal and state laws apply β MatterFlow flags this automatically in the intake summary.
Protected class & evidence.
MatterFlow identifies protected class, HR reporting history, and documentation gaps β so the attorney knows exactly what to request before the consultation.
This is exactly what lands in your inbox after every client intake. Scroll through, then enter your email below to receive it.
Client Information
Claim Analysis
Chronological Timeline
MatterFlow Case Analysis
Filing Deadlines β All Forums
Documentation Status
Priority Flag
Recommended Next Steps
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