Connected intake record
Contacts, matter type, source, incident information, documents, and follow-up context can remain linked as intake progresses.
Intake to resolution
Carry information from the first contact through case creation, active work, and resolution.
What it does
A practical part of the firm’s workflow.
PlaintiffDesk carries approved information from the first contact into intake, case creation, active matter work, negotiation, and eventual archival. The connected record reduces repeated entry while letting each firm define the phases and checks appropriate to its work.
Case conversion
Accepted intake information and contact relationships can move into a case record for confirmation and assignment.
Configurable active work
Phases, teams, sections, activity, documents, deadlines, billing, and negotiation can stay visible from the matter.
How it works
What the team can expect.
Capture and qualify
Record the initial person or organization, matter details, source, documents, and next decision.
Create and prepare the case
Confirm the case type, responsible team, required opening information, and configured workspace.
Work through resolution
Maintain phases, activity, deadlines, documents, financial items, and final review before archiving the matter.
Stop re-entering the same case information.
Carry the record from first contact through active work and resolution.