Matrixcape
Get early access
Template · works for any team

New work intake and approval

New work is logged, checked for conflicts and approved by a partner before it starts.

Customize thisOpen the live demo · No signup

Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.

The work it's for

The intake coordinator logs each inquiry and records the conflict check; a partner approves or declines; approved matters are opened once the engagement is signed. It tracks the work; it gives no legal advice. Used by the intake coordinator and partners.

  • Log every inquiry and the check you run before taking it on
  • Have a partner approve new work before it starts
  • Keep the reason when work is declined

Try it. It's working software.

The real app with sample data, shown for a law office. Switch roles (Owner, Intake coordinator, Partner) to see what each person sees. Nothing you do here is saved.

Open full screen

What it does today

Only what the app does right now. It works in any phone's browser, and every version is saved.

  • The intake coordinator logs each inquiry and records the conflict check.
  • A partner approves it, or declines with a reason that stays on the record.
  • Approved matters open once the engagement letter is signed, and close when the work is done.
  • A view for each person: Intake coordinator and Partner each see the screens and steps meant for them.
  • Matters move through clear steps: New inquiry → Waiting for partner → Engagement sent → Declined → Open → Closed.
  • Some steps ask for a reason (like sending a matter back), and the reason stays on the record.

Make it yours.

Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.

  • Clean

    How every template starts.

  • Your brand

    Your colors, a serif, rounder corners.

  • Dark

    Easy on the eyes, compact.

Change how it works, not just how it looks.

The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.

Changes you can ask for

  • “A matter can't go to a partner until the conflict check is clear”
  • “Email the partners when a new matter is waiting for approval”
  • “Add an engagement letter link that's required before a matter opens”
  • “Show estimated work by kind of matter”

One app in your Matrixcape workspace, not a separate subscription.

Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for consultants, insurance brokers, architects too.

Customize this

Customize this uses no build credits.

Related templates

Every template