Intake forms provide a structured format for collecting matter-related information. By using Dazychain’s customized intake forms, legal teams can streamline the legal intake process, and ensure that they receive consistent and complete information for each matter, reducing the risk of missing critical details or making errors.
The intake form can include a wide range of information such as internal client details, matter type, region, business unit, urgency, related matters, associated documents and emails and briefing background.
When the internal client submits the form, a detailed matter is created in the Intake folder in Dazychain. The nominated team members are notified via email and Dazychain that a new matter has arrived, at which point they can assess the matter, triage it for urgency and appropriateness, allocate it to the appropriate team member and move it to the nominated location.