Law Firms
Connect matter intake, research, client communication, and practice operations in a shared workspace for lawyers and support teams.
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Law firms and multidisciplinary legal practices
From the first document to the final review.
OpenTeam keeps matter context and working files together while preparing intake checklists, research packs, and client drafts for lawyer review.
Organize matter intake
Summarize the client's request, parties, supplied documents, and missing information.
Prepare matter work
Assemble research sources, working notes, and draft documents from the approved matter context.
Coordinate the practice
Prepare internal handoffs, task lists, and client update drafts using the team's templates.
Review and follow through
Keep the responsible lawyer in charge of legal conclusions, deadlines, and outgoing work product.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Matter intake summary
- Research source pack
- Draft client update
- Practice handoff checklist