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MatterSuite Matter Intake

#16 of 28 in Legal Conflict Checking SoftwareLegal Workflow Automation SoftwareContract Management Software

MatterSuite Matter Intake: A structured intake platform that connects conflict checks with matter workflows. Ranked #16 of 28 in Legal Conflict Checking Software by our editors (7.4/10); pricing: 14-day trial; best for legal teams combining intake and conflict checks.

7.4/10Editor score
MatterSuite Matter Intake7.4 Visit MatterSuite

At a glance

  • Editor score
    7.4 / 10
  • Pricing
    14-day trial
  • Best for
    Legal teams combining intake and conflict checks
  • Free plan
    No
  • Paid from
    $89/user/mo
  • Party screening
    Yes
  • Facts checked
    21 Sep 2026
MatterSuite Matter Intake screenshot
  • Where it wins

    • Automates conflict checks across matters, contacts, and related parties
    • Routes requests, manages approvals, and converts requests into matters
    • Connects with Google Drive, Outlook, Dropbox, Slack, and more
  • Where it doesn't

    • The in-house plan costs $89 per user per month
    • Web access is the listed platform option
    • Law firm and in-house workflows use separate plan structures

Our verdict on MatterSuite Matter Intake

MatterSuite Matter Intake is designed for in-house legal teams and corporate legal departments that need a structured way to capture, assess, route, and convert legal requests. Intake forms support request categorization and urgency assessment, while qualifying requests can become matters. The broader MatterSuite platform connects intake with matter, contact, document, deadline, workflow, reporting, and audit-history management. Conflict checking covers matters, contacts, and related parties, with AI-assisted checking included in the product description.

Pricing is organized around separate law firm and in-house legal team plans. The law firm plan includes client and matter intake, team-triggered conflict checks, matter lifecycle management, timekeeping and expense capture, billing and invoicing, and integrated trust accounting. The in-house legal team plan is listed at $89 USD per user per month with monthly billing. It adds legal request intake and routing, matter management and global tracking, conflict and risk checks, document and eSignature management, role-based access control, and task and custom approval workflows. A 14-day trial is available, and there is no free plan.

MatterSuite Matter Intake fits teams that want intake, screening, approvals, matter conversion, and reporting in one web-based system. Its integration set includes Google Drive, Outlook, Dropbox, QuickBooks, PayPal, LawPay, Microsoft OneDrive, and Slack, which supports connections across legal, document, finance, and collaboration workflows. Teams also get audit trails and intake history for process visibility. It is less suited to organizations seeking only a lightweight conflict checker or a narrowly focused intake form tool; its value is strongest when intake is part of a wider matter-management process. Legal departments that need structured routing and related-party checks should consider it, while teams wanting a minimal standalone workflow may prefer a simpler option.

Your product? Our editors can test MatterSuite Matter Intake in depth and publish a review, labelled as paid · from $149/mo →

MatterSuite Matter Intake pricing

Plans 14-day trial No free plan — trial or paid only. Prices checked 21 Sep 2026.
See plans on mattersuite.com

All 2 MatterSuite Matter Intake plans and prices →

MatterSuite Matter Intake fact sheet

Free planNo
Paid from$89/user/mo
Party screeningYes
Relationship mappingNot verified
Prospective matter checksYes
Conflict audit trailYes
Practice management syncNot verified
Search automationAutomated
Free trial14 days · no card needed
DeploymentCloud
PlatformsWeb
Compliance & securitySOC 2, ISO 27001, SSO/SAML, 2FA
SupportEmail, Live chat, Phone, Docs · 24/7
Built forMid-market, Enterprise (editorial estimate)
Integrations8 integrations: Google Drive, Outlook, Dropbox, QuickBooks, PayPal, LawPay …
Pricing14-day trial (source)
Websitemattersuite.com
Facts checked21 Sep 2026

MatterSuite Matter Intake integrations

MatterSuite Matter Intake lists 8 integrations on its own site.

  • Google Drive
  • Outlook
  • Dropbox
  • QuickBooks
  • PayPal
  • LawPay
  • Microsoft OneDrive
  • Slack

Alternatives to MatterSuite Matter Intake

See all MatterSuite Matter Intake alternatives →

Also Ranked In

MatterSuite Matter Intake is ranked in 3 of our directories.

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Featured on iTechGuides

Featured on iTechGuides — MatterSuite Matter Intake 7.4/10

MatterSuite Matter Intake is listed in our Legal Conflict Checking Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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