Legal Intake

Legal Intake

A single front door for business legal requests—so Legal can triage faster, capture the right context up front, and route work to the right team or firm.

EVERYTHING YOU NEED TO SCALE

Know what’s on Legal’s ‘desk’—and clear it faster.

Inundated with requests?

Managing legal requests via email?

No visibility on demand?

Still manually setting up matters?

Counsel Universe gives Legal one place to see and manage all inbound requests. Capture complete context up front, create matters without the filing admin, and instruct outside counsel directly when needed.

FRONT DOOR

Manage Every Request From A Single View

Give the business a single place to submit legal requests and capture complete context up front, so legal can see what’s on their desk, prioritise confidently, and stop chasing information.

All the context, right where you need it

Open any request and everything is there — the full description, conversation thread, assignee, status, and deadlines. No back-and-forth emails, no missing context.

MATTER MANAGEMENT

Seamless From Intake to Delivery

All request details carry over automatically. The system suggests the right playbook, a pre-built checklist of tasks, milestones, and documents for that matter type.

If you use an e-billing system like LegalTracker or Tymetrix360, the matter is created the moment it's opened.

Playbooks tailored to your matter types

Tasks, documents, and milestones pre-loaded

E-billing system updated automatically on creation

Auto-synced via API

Auto-synced via API

RELATIONSHIP MANAGEMENT

Parachute in the Right Firm

When a request needs extra capacity or specialist expertise, surface recommended firms so lawyers can bring in the right support quickly - without starting from scratch.

SMARTER ENGAGEMENT

Instruct Firms with Full Context

Instruct outside counsel directly from the request using automatically drafted briefs - so firms can start faster with the complete background, documents, and requirements already in place.

REPORTING

Workload Intelligence

Track what’s coming in, what’s open, and what’s being handled in-house vs. instructed externally - so Legal can spot pressure points early and justify additional resourcing where necessary.

READY TO SEE WHAT EVERYONE IS TALKING ABOUT?

Let’s transform legal, together.

LEGAL TECH SHOULD ADAPT TO YOU

LEGAL TECH SHOULDADAPT TO YOU

LEGAL TECH SHOULD ADAPT TO YOU

LEGAL TECH SHOULD
ADAPT TO YOU

Modular by design.
Tailored to your team.

Modular by design.
Tailored to your team.

Modular by design.
Tailored to your team.

Modular by design.
Tailored to your team.

We bring all your legal ops needs in a single system—designed to flex around your workflows, not force new ones.

We bring all your legal ops needs in a single system—designed to flex around your workflows, not force new ones.