Review comes before the workspace treats any suggested detail as matter information. You can correct court, caption, docket, people, and document organization before continuing.

Court: NeededDocket: Add when availablePeople: Needed

Readiness

The workspace is strongest when core matter details, records, and review status are complete.

Readiness

0 of 6 intake safeguards complete.

Records staged

Upload documents, screenshots, forms, or correspondence.

Review state

Begin intake

Suggested details remain editable until reviewed.

Workspace

Not opened

Create the matter after review.

Missing-item checklist

Court or venue

Needed so deadlines, packet labels, and filing steps stay organized.

Case caption or matter title

Helps keep records connected to the right matter.

Docket or case number

Add it when available. You can still begin intake without it.

People and parties

Include parents, children, attorneys, agencies, or other involved people.

At least one record or filing

Upload or connect documents before building a packet.

Human review before anything becomes official

Suggested details stay editable until reviewed.

Start

Start new matter intake

Capture the first court, party, and record details with review required before matter creation.

Upload existing records

Add PDFs, images, messages, forms, or folders and keep them staged for review before use.

Connect records from another service

Prepare reviewed imports from connected services without merging records until you approve them.