Invite-only alpha

Run every matter from one place

IntuitiveLegal keeps clients, matters, documents, time, invoices and client messages together, and handles the routine steps between them for you. Built for small and mid-sized firms.

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Clients of a firm on IntuitiveLegal sign in at the same place.

IntuitiveLegal

Matters

Search clients, matters, invoices…

Quick AddAR

Overview

Dashboard

Analytics

Notifications

Client work

Clients

Matters

Calendar

Deliverables

Documents

Communications

Operations

Billing & Time

Automations

Matter Templates

Matters / Civil litigation

Henderson v. Calloway Logistics

Active

Intake
Pleadings
Discovery
Mediation
Resolution

Unbilled

$3,410

Hours (month)

12.4

Next hearing

Nov 14

Activity

Client created: Dana HendersonAutomation sent the welcome email
Matter opened from the Civil Litigation template6 starter tasks assigned
Engagement letter generated and sent for signatureDocuSign · signed the same day
Phase moved to DiscoveryDocument request posted to the client portal
2.4 h logged: draft interrogatoriesA. Ruiz · billable at $275/h
Invoice INV-1042 paid by card$1,850.00 through LawPay

Sample matter. Names and amounts are illustrative.

What’s in the platform today

Each area works on the same client and matter records, so nothing is typed twice.

Clients and intake

One profile per person or company, from first enquiry to former client.

Individual, business and organization clients with status from prospective to former
Conflict search across clients, leads, matters and notes
Intake questionnaires you build yourself
Import clients and matters from Clio or Lawmatics exports, or any CSV

Matters

Each matter moves through phases you define for that type of work.

Your own matter types, each with its own phases
Matter templates that open a matter with its starter tasks already assigned
Tasks and a task board, team assignment, budgets and outcomes
Notes, with confidential notes limited to the author and reviewers

Documents

Draft, review, sign and share without leaving the matter.

Generate documents from your own Word templates, filled with client and matter details
Edit Word documents in the browser, with versions you can download or mark final
Review and approval steps, then e-signature through DocuSign
Uploads up to 50 MB, confidential flags, optional storage in your firm’s Google Shared Drive

Time and billing

Capture time as you work and turn it into invoices clients can pay online.

Running timer or manual entries, with rates by person and matter type
Invoices built from billable time, with totals checked on the server
Invoice emails with a payment link; card payments through LawPay
Recurring billing, overdue tracking and payment history

Calendar

Meetings, deadlines and court dates next to the matters they belong to.

Court events with courthouse details
Two-way sync with Google Calendar
Shown in each person’s own time zone

Client portal

Clients sign in to see their own matters, and nothing else.

Matters, shared documents and sent invoices (never drafts or internal notes)
Secure messages with the firm
Document requests and tasks clients can answer with uploads

Communications

Client messages and internal notes stay on the matter.

Secure messaging per matter, visible to the client in their portal
Your Gmail inbox, searchable inside the app
In-app and email notifications you choose

Dashboard and analytics

What needs you today, and how the firm is doing.

Personal agenda: today’s meetings, court dates, due tasks
Revenue, billable hours and outstanding invoices, each clickable to the records behind it
Lead and client analytics

Automations that do the follow-up

Pick what starts a workflow and what it does. Start from a ready-made workflow or build your own; each runs for real and records what happened.

When this happens

Clients and matters

A client is created
A matter is created, updated or changes status
A matter enters or leaves a phase

Work

A task is created or completed
A document is uploaded or signed
A deadline is approaching

Calendar

A meeting is scheduled, completed or cancelled
A court event is scheduled or completed

Money

An invoice is created, sent or overdue
A payment is received

Other

A form is submitted
On a schedule you set
When you run it by hand

Do this

Send an email
Send an in-app notification
Create a task
Create a calendar event
Assign the matter
Update a matter field
Generate a document from a template
Send a document for signature with DocuSign
Ask the client for documents through the portal
Log an activity
Call a webhook

Test before it goes live: A dry run previews every step. Sandbox mode runs it against a test client and matter that clean up after themselves.
Waits and retries: Steps can wait before they run. A step that fails is retried on the next cycle, every 15 minutes.
A record of every run: The execution log shows each step and, when one fails, why. A broken workflow is flagged without stopping the others.

Works with what your firm already uses

Google CalendarTwo-way calendar sync
GmailRead and search your inbox in the app
Google DriveKeep documents in your firm’s Shared Drive
DocuSignSend documents for signature
LawPayCard payments on invoices
Clio and LawmaticsImport clients and matters from exports

Built for confidential client work

Each firm’s records are kept separate, permissions are checked on the server for every request, and clients only ever see their own matters.

How we protect your data

Where the alpha stands

We’re bringing firms in a few at a time and setting each one up with them. Here is what you can rely on today, and what isn’t built yet.

Ready to use

Clients, matters, phases, tasks and templates
Documents: generation, editing, versions, review and DocuSign
Time, invoices and card payments through LawPay
Calendar with Google sync, and the client portal
Automations, with test runs and an execution log

Not built yet

Trust accounting (IOLTA) and online trust deposits
eCheck, refunds and partial payments online
Emailing questionnaires from an automation
Generated documents as rendered PDF (Word works today)
Outlook and Microsoft 365 (Google Workspace today)
Government forms library and native mobile apps

Trust accounts: until trust accounting ships, keep client trust funds in the trust-accounting tool you use today. Online payments through IntuitiveLegal go to your operating account only.