Matter Intake & Routing

Every matter.
Structured
from day one.

Most legal matters start with a Slack message, a phone call, or an email to a relationship partner. That's not a process — it's a habit. PERSUIT replaces it with structure that routes every matter to the right place before anyone starts working on it.

See it in action
Matter Intake
Persi active
Matter Type
Commercial Litigation — Contract Dispute
Estimated Value
$4.2M
Jurisdiction
Delaware, US
Complexity Triage
High — panel eligible, competitive process required
Persi — Routing Recommendation
External — Run Competitive Request
Matter value and complexity exceed in-house threshold. 3 panel firms with Delaware litigation experience identified. Benchmark: $380–520 partner rate for this matter type.
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Similar matters resolved 23% faster with phased scoping. Recommend budget structure before Request launch.
The Problem

The first decision is the worst decision.

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Work defaults to relationshipsWithout a structured intake, legal work goes to the firm someone already knows — regardless of fit, cost, or capacity.
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No context flows downstreamIf a matter isn't categorised at intake, nothing downstream works properly. Pricing lacks scope. e-billing lacks budget. Reporting lacks structure.
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Policy exists. Nobody checks it.Spend thresholds and panel requirements get ignored at intake because checking them manually adds friction nobody wants.

Legal departments don't lack judgment. They lack a system that makes the first decision the foundation for every decision that follows. PERSUIT makes the first decision the foundation for every decision after it.

See it in action
What It Does

Structure that runs automatically.

01

Configurable Intake Forms

Every matter captured through a structured form — matter type, complexity indicators, estimated value, jurisdiction. Configured to your organization's taxonomy, not a generic template.

◈ Persi pre-fills fields and flags missing context before submission
02

Risk & Complexity Triage

Every matter assessed against your defined thresholds — value, practice area, regulatory sensitivity, jurisdictional complexity. High-risk matters get flagged before anyone starts work.

◈ Persi benchmarks similar matters and surfaces relevant precedent
Risk Triage Dashboard
03

Policy-Aligned Routing

Routing rules built from your actual policy — not a workaround. Panel requirements, spend thresholds, and competitive process mandates are checked automatically. Exceptions require approval, not just habit.

◈ Persi flags policy conflicts and recommends the compliant path
Routing Workflow
04

Insource / Outsource Decision

Not every matter belongs with outside counsel. PERSUIT's routing logic incorporates internal capacity, matter complexity, and historical outcome data to make the insource vs. outsource call explicit — and documented.

◈ Persi compares cost of insource vs. panel options using live benchmarks
05

Approvals & Exceptions Workflow

Policy exceptions need approval, not just acknowledgment. Structured exceptions workflow with audit trail — who approved, why, and what the downstream impact was. Governance without friction.

◈ Persi drafts the exception rationale and routes it to the right approver
06

Scoping & Budget Foundation

Matter context captured at intake flows directly into scoping. Work type, phases, and complexity indicators set the foundation for budgeting before any firm is engaged — so pricing conversations start from fact, not guesswork.

◈ Persi drafts an initial scope and phased budget from intake data
Matter Dashboard
Why It's Different

Stop treating intake as admin. Start treating it as strategy.

Traditional Matter Intake
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Email-based intakeMatters arrive via email, chat, or hallway conversation. Data is unstructured and gets re-entered into every downstream system.
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No policy check at entrySpend thresholds and panel rules exist, but nobody checks them before work starts. Compliance is aspirational.
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Gut-based routingMatters go to whoever's familiar — no evaluation of fit, capacity, or past performance for this work type.
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Insource vs. outsource never evaluatedThe decision to send work outside is reflexive, not analytical — no framework for when to keep work in-house.
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Context dies at handoffWhatever the requester provided gets lost in translation — sourcing, pricing, and billing all start from zero.
PERSUIT Matter Intake
✓
Structured configurable intakeConfigurable intake forms capture matter type, complexity, jurisdiction, and budget parameters — once. Data flows everywhere it's needed.
✓
Policy enforced at the gateSpend thresholds, competitive process requirements, and panel eligibility checked automatically before work is routed — no exceptions without documented rationale.
✓
Data-backed routingPersi recommends firms based on matter type, historical performance, benchmark rates, and panel eligibility — so routing decisions are defensible, not default.
✓
Explicit insource/outsource decisionEvery matter is evaluated against clear criteria — complexity, cost, strategic value — before the send-outside reflex kicks in.
✓
Context flows downstreamMatter type, scope, budget foundation, and routing rationale carry into Source & Select, Pricing, and e-billing automatically — no re-entry, no lost context.
46%
Average savings when 80%+ of matters go through a structured competitive process
48%
of time the lowest-priced bid wins — value matters, not just price
$22B+
In proposal data benchmarking the routing, pricing and scoping decisions Persi makes
How It Works

From raised to routed
in minutes.

Matter Raised

Lawyer or business stakeholder submits via configurable intake form. Matter type, value, jurisdiction, and context captured once — shared everywhere downstream.

◈ PersiPersi pre-populates fields from prior matters, flags incomplete submissions, and benchmarks the matter type against historical data before the form is even submitted.

Triage & Classification

Complexity and risk assessed automatically. Practice area, jurisdictional flags, and value thresholds checked against policy. High-complexity matters escalated before routing.

◈ PersiPersi surfaces similar matters from PERSUIT's $22B+ dataset — how they were resourced, what they cost, how they resolved. Routing decisions made with context, not guesswork.

Policy Check & Routing

Panel requirements, spend thresholds, and competitive process mandates checked automatically. Matter routed to insource team, panel firm, or competitive Request — with exceptions requiring approval.

◈ PersiPersi recommends the routing path, drafts the rationale for any exception, and sends approvals to the right person — with one-click acceptance.

Context Flows Downstream

Matter type, complexity, budget foundation, and panel eligibility passed directly into Source & Select. The information never has to be re-entered, because it was captured right the first time.

◈ PersiPersi carries full matter context into the next stage — recommended firms pre-identified, benchmark rates pre-loaded, initial scope drafted and ready for refinement.
Integration

Already have a matter intake workflow?

PERSUIT connects seamlessly with Onit and HighQ for matter management, and plugs into any intake workflow you have today. Whether your process lives in a matter management system, a custom form, or a shared inbox — PERSUIT carries that context downstream into sourcing, pricing, and e-billing automatically.

See Integrations
Onit
Matter management & workflow automation
HighQ
Legal operations & matter management
Any intake workflow
Custom forms, shared inboxes, existing systems
Common Objections

We've heard every reason not to change intake. Here's why they don't hold.

Our lawyers won't fill out another form.
PERSUIT isn't another form — it's a better workflow. Intake is configurable: 4 fields for simple matters, detailed capture for complex ones. Persi pre-fills from email context and past matter data. Lawyers who resisted the old process adopt this one because it's faster than what they were doing before.
We already have a matter management system.
PERSUIT works alongside your MMS — not instead of it. We integrate with Onit, HighQ, and any system with an API. Your MMS tracks matters. PERSUIT routes them to the right firm at the right price and carries that context through sourcing, pricing, and billing. They're complementary, not competing.
How is this different from ServiceNow or a custom form?
Forms capture data. PERSUIT acts on it. A ServiceNow form collects intake information and stops. PERSUIT checks policy compliance, recommends routing, surfaces benchmark data, and hands off structured context to sourcing — automatically. It's the difference between a filing cabinet and a workflow engine.
This will slow down urgent matters.
It makes urgent matters faster. Emergency routing is built in — tag a matter as urgent and Persi immediately identifies available panel firms, surfaces benchmark rates, and drafts the engagement scope. The structured process for urgent work takes minutes, not hours. What slows things down is the current process of email chains and phone calls.
Persi — Built into PERSUIT

The first decision is the right decision.

Persi catches matters before they default to habit — flagging routing options, checking policy compliance, and carrying the right context downstream so every stage that follows starts with real information, not assumptions.

See everything Persi does →
Smart agent. Wise counsel.
Persi
Persi — Working with you
This M&A matter just came in. What should I do with it?
Routing recommendation ready $12M cross-border M&A — above your competitive process threshold. 4 panel firms with relevant M&A experience identified. Benchmark partner rate: $620–780. I've drafted a Request scope for your review.
◈ Part of PERSUIT
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Source & Select
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