Legal operations
Clients, business requests, and intake
Capture new legal work, connect the right parties, check conflicts, and open governed matters
The client hub adapts to the organisation. Personal and law-firm workspaces centre clients and contacts; law firms also include intake. Legal departments centre business requests, entities, and outside counsel.
Intake lifecycle#
Capture the request
Record the requester, business need, parties, urgency, jurisdiction, value, risk indicators, and supporting documents.
Triage and route
Assign the request by department, practice area, location, capacity, expertise, risk, or an organisation workflow.
Check conflicts and restrictions
Match clients, contacts, entities, aliases, and matter parties. Review possible matches and decide the access policy before opening work.
Approve and open the matter
Complete required approvals, assign responsible lawyers, set the workflow, and preserve the intake record with the resulting matter.
Relationship context#
Clients, contacts, entities, and matter parties create a relationship graph across permitted records. Duplicate detection reduces fragmented records. Access controls prevent relationship convenience from revealing restricted or ethical-wall matters.
Law-firm operations#
Law-firm workspaces can add engagement onboarding, responsible lawyers, referral sources, fee arrangements, time and billing, collections, and client reporting.
Legal-department operations#
Legal departments can add risk scoring, contract and obligation queues, outside-counsel panels, vendor reviews, accruals, spend controls, legal holds, and executive reporting.
Administrators can disable a client-hub module. 8rney then hides its navigation and blocks direct routes and APIs while preserving the existing data.