How the pipeline works
The MatterFlow Legal pipeline tracks each client’s progress from intake to signed engagement.
This gives attorneys and staff a clear view of where each potential matter stands.
Typical stages
Typical stages include Intake Sent, Intake Complete, Engagement Sent, and Engagement Signed.
Depending on your workflow, you may also see additional preparation or execution states inside the dashboard.
Why it is useful
The pipeline gives your team operational visibility without relying on scattered inboxes or manual follow-up lists.
It becomes much easier to see who still needs intake, who has received an engagement letter, and who has already signed.