Intakes Management

The Intakes Management feature allows your business teams to follow legal requests, which your legal department can then track, review, and — if necessary — convert into full legal projects (Matters). This makes intake a powerful tool to centralize demands, streamline workflows, and ensure no request is lost ⚡.

☝ Intakes vs. Matters: What’s the Difference?

It’s important to distinguish between the two:

• Intakes = Quick internal legal requests (short-term, simple needs). Example: “Please review this NDA.”
• Matters = Mid to long-term legal projects that require full tracking, documentation, budgeting, and collaboration. Example: “Defending a litigation case” or “Managing a complex contract negotiation.”

✅ With DiliTrust, you can start small with an Intake and easily convert it into a Matter if it grows into a larger legal project.

✍ How to Submit a New Intake

1. Go to requests menu
2. Click New Request.

1. Fill in the key details:
   • Requester (who needs legal support)
   • Request type (e.g., NDA, compliance question, contract review)
   • Description of the issue
   • Attachments (optional, e.g., draft documents)
2. Click Confirm

The request will now appear in the Intakes list, ready for review by your legal team.

⭐ Managing and Reviewing Intakes

Once submitted, Intakes can be:

• ✅ Assigned to a legal team member
• ✅ Updated with status changes (e.g., “In Review”, “Completed”)
• ✅ Adapt the priority level
• ✅ Closed once the request is resolved

Feel free to use filters for better visibility

This ensures visibility across the team and avoids duplicate requests ✊.

✍ Converting an Intake into a Matter

If a simple Intake request evolves into a more complex or long-term case, you can seamlessly convert it:

1. Open the Intake request from the Intakes list.
2. Click on Convert to Matter.
3. Fill in additional details required for a Matter, such as:
   • Matter type
   • Budg