Introduction to Legal Intake with the Legal Tracker Integration
Legal intake with the Legal tracker integration
HighQ is the ideal platform to manage Legal intake and with our new integration with Legal Tracker, it offers a one-stop-shop for all of your legal intake needs from requesting a legal intake to the creation of a Matter.
The Legal Tracker integration manages legal matter Intake; this handles all steps from requesting a legal intake to the creation of a matter.
A requester (a corporate user or a legal client) can raise an intake request using
HighQ iSheets
or HighQ Forms
as an intake form.note
If you use
If you use
iSheets
, the requester must be invited to the HighQ instance to raise the intake request.HighQ Forms
, the requester can create anonymous requests or have the ability to self-register and create an intake request.Once the client has purchased the new integration, the setup is very simple and can be configured by the client by using the system admin interface.
Once enabled and configured, two out-of-box resources become available in the system; a new Solution template called Tracker integrated matter intake (TIMI) and a dedicated system iSheet to map Tracker fields into HighQ.
A similar setup is required on the Legal Tracker side which when configured can send the updated information back to HighQ once the Matter has been approved and created in Legal Tracker.
As a client you get the best of two worlds; you can provide an automated legal intake solution that is simple to use and work with.
note
As of February 2023, you can:
- Use the Matter ID in a Join column to link the Matter intake and Matter management iSheets so that financial data from Legal Tracker is linked to the initial request in the Matter intake iSheet.
- Associate your HighQ site with the Legal Tracker matter for easier management and navigation.