Form v1

New Matter Intake

Starter intake form for collecting the first wave of client and matter details.

Submitted by CMIForge records this from the signed-in user.

Lead partner *

Client

Client name *

Choose an existing client name or enter a brand-new one.

Matter name *

Practice area *

Estimated fees

Related parties

Capture parties for conflict and compliance review. Clearance details carry onto the matter when the submission is converted.

Assigned user

Matter summary *

Back

Live Conflicts

Watching

Watching the names, not judging your typing.

Focus a client, matter, contact, or party field to start the radar.

Early heads-up only. Submit the intake first, then run the formal conflict search from the saved submission.