Intake
The front door to matters — email arrives, becomes a reviewable case, and opens a matter once a person approves it.
Most legal work arrives as an email to someone who happens to know the answer. Intake gives that email a front door: a workspace address that turns incoming mail into a reviewable case, folded into a proposal that a person approves before it becomes a matter.
How intake works
From email to case to matter, and what happens at each step.
Setting up the door
Your intake address, routing, and who reviews what.
Reviewing a case
The verification desk — proposal, evidence, conflicts, decision.
The mail ledger
Every email to the door, on the record — including the ones that didn't become cases.
Auto-open rules
Let clean, member-sent work of a chosen type open its own matter.
Where to look: Intake leads the Work zone in the left rail — Intake · Matters · Requests, the order work actually travels. It arrives at the door, becomes a matter, and is worked as requests against that matter.
The one rule worth knowing
Routing directs attention; it never changes who can see a matter. Sending a case to a reviewer team decides who gets notified, not who has access. Permissions stay where they always were — on roles and matter membership.
Intake and requests are different things
Both are queues, and they answer different questions:
| Intake | Requests | |
|---|---|---|
| Who uses it | People outside the legal team, by email | People inside the workspace |
| What it produces | A matter | A task against an existing matter |
| The decision | Should we take this on? | Who does this, and by when? |
Work typically travels through both: an email opens a matter at intake, and the matter is then worked as requests.