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Litigation Intake

Streamline the initial process of receiving, categorizing, validating, and routing legal matters to appropriate legal teams for efficient handling.

What this solves

Legal teams searching for a practical way to manage litigation intake without spreadsheets or disconnected tools.

CaseDocker's legal-tech powered litigation intake automates the critical first step of legal matter management. From initial receipt through triage and routing, ensure no matters are overlooked, delayed, or improperly handled. Perfect for insurance claims disputes, NPA workflows, and general legal matter intake.

Key Features

Centralized Intake Portal

Single portal for all legal matter intake, replacing email and spreadsheets with structured, searchable records.

Automated Triage

AI-powered triage rules automatically categorize matters by type, jurisdiction, monetary exposure, and urgency.

Smart Routing

Intelligent routing to appropriate legal teams based on matter type, complexity, geography, and expertise required.

SLA Management

Track and enforce service level agreements with automated alerts for approaching deadlines and overdue responses.

Template Standardization

Standardized intake forms and templates ensure consistent data capture and eliminate content ambiguity.

Benefits

Key Benefits

  • Reduce matter intake cycle time
  • Improve case prioritization and resource allocation
  • Ensure compliance with SLAs
  • Eliminate lost or overlooked matters
  • Better data quality and reporting
  • Faster response times to legal issues

Customer examples

Reduce matter intake cycle time

Teams use CaseDocker to reduce matter intake cycle time with structured workflows, reminders, and audit-ready records.

Improve case prioritization and resource allocation

Teams use CaseDocker to improve case prioritization and resource allocation with structured workflows, reminders, and audit-ready records.

Ensure compliance with SLAs

Teams use CaseDocker to ensure compliance with slas with structured workflows, reminders, and audit-ready records.

Eliminate lost or overlooked matters

Teams use CaseDocker to eliminate lost or overlooked matters with structured workflows, reminders, and audit-ready records.

CaseDocker Modules Used

ModuleHow it's used
LCM (Legal Case Management)Core intake portal with automated triage, routing, and case creation from initial matter receipt.
PlaybooksAutomated workflows and step-wise tasks for matter review, validation, and assignment based on intake criteria.
ECM (Enterprise Compliance Management)Link compliance breaches and regulatory issues to legal matters for integrated case management.

Implementation prerequisites

  1. Map the current process

    Document the intake points, owners, handoffs, deadlines, documents, and reporting needs for the workflow.

  2. Configure the workspace

    Set up fields, templates, playbooks, permissions, alerts, and module connections around the target use case.

  3. Launch with reporting

    Move live matters into CaseDocker, monitor adoption, and use dashboards to tune SLAs, risk flags, and escalations.

Limitations

  • Migration timing depends on source data quality, document structure, and the availability of workflow owners for validation.
  • External data exchange depends on API access, export formats, permissions, and customer-side system constraints.
  • AI-assisted review and drafting require human legal, compliance, or business approval before final action.

Real workflows

Matter Submission

Submit legal matters through centralized portal with structured forms, eliminating email and spreadsheet chaos.

Automated Triage

AI-powered triage automatically categorizes matters by type, jurisdiction, monetary exposure, and urgency level.

Intelligent Routing

Automatically route matters to appropriate legal teams based on predefined rules, expertise, and workload.

SLA Tracking

Monitor and enforce SLAs with automated alerts and escalations to ensure timely response to all matters.

Case Creation

Seamlessly convert intake matters into full legal cases with all relevant information and documentation.

Frequently asked technical questions

CaseDocker uses configurable triage rules and AI to automatically categorize matters by type (e.g., policy line, jurisdiction, monetary exposure) and assign appropriate priority levels and routing.

Yes, CaseDocker allows you to create standardized intake forms and templates tailored to different matter types, ensuring consistent data capture across your organization.

CaseDocker tracks SLAs from matter intake and sends automated alerts for approaching deadlines. Overdue matters can trigger escalations to ensure timely response.

Yes, CaseDocker integrates with core business systems (like claims systems for insurance) to automatically create matters and pull relevant data for comprehensive case management.

CaseDocker supports various matter types including insurance claims disputes, NPA workflows, recovery cases, general litigation, compliance issues, and regulatory matters.

Related reading

See Litigation Intake in CaseDocker

Book a live walkthrough tailored to your team, modules, and reporting needs.