Attract and Capture
- Practice-area pages that set clear expectations
- Structured intake forms with eligibility questions
- Secure document upload and appointment requests
- Source tracking for client acquisition
From Online Client Intake to Matter Completion
Connect your law firm website, client intake, matters, documents, tasks, deadlines, communication, and financial administration in one secure workflow.
From first contact to result
A clear process you can follow, not a pile of disconnected features.
Capture intake
Structured intake and eligibility questions on the law firm website.
Open the matter
Client and matter records are created without re-entering intake data.
Manage the work
Documents, tasks, deadlines and communication stay linked.
Close and collaborate
Fees, portal access and partner collaboration stay controlled.
From Website to Operations
Capture structured intake online, manage the matter securely, then improve practice performance with shared reporting.
Manage and Deliver
- Intake can create a client or matter record directly
- Documents, tasks, deadlines and communication stay linked
- Time, fees and matter progress continue in the same environment
Analyse and Improve
- Matter status and workload visibility
- Financial administration overview
- Reporting for partners and management
Complete Industry Workflow
From the law firm website to matter closure, including portal access where needed.
Law firm website
Client intake
Eligibility or conflict check
Client and matter creation
Documents
Tasks and deadlines
Communication
Time and fees
Client portal
Matter closure
Website layer
A Legal Website That Does More Than Collect Contact Details
- Practice-area pages
- Structured intake forms
- Eligibility questions
- Secure document upload
- Appointment requests
- Multi-language intake
- Client portal access
- Technical SEO
- Conversion and source tracking
Same data, no re-entry
Business platform layer
Continue Directly from Intake to Matter Management
- Client and matter records
- Eligibility or conflict checks
- Matter status
- Tasks and deadlines
- Documents
- Notes and communication
- Time registration
- Fees and invoice status
- Client portal
- Partner-firm access
- Document templates
- Reporting
- Role-based permissions
Why the Connection Matters
Matter tools already exist. The stronger point is designing the legal website and legal workflow as one system.
Scattered tools
Disconnected traditional process
Website contact forms create inbox noise only
Intake details are retyped into the practice system
Documents sit outside the matter record
Clients and partners lack a controlled shared view
- Website contact forms create inbox noise only
- Intake details are retyped into the practice system
- Documents sit outside the matter record
- Clients and partners lack a controlled shared view
Connected workflow
Connected Over Edge workflow
Connected workflow
Structured intake continues into matter creation
Documents, tasks and deadlines stay on the matter
Financial status and communication remain linked
Client portal and partner access use controlled permissions
- Structured intake continues into matter creation
- Documents, tasks and deadlines stay on the matter
- Financial status and communication remain linked
- Client portal and partner access use controlled permissions
The Legal Website and Legal Workflow Are Designed as One System
Intake forms can be structured around practice areas, create matter records directly, link uploaded documents, share status through a client portal, and support authorised partner access where that collaboration is already operational.
- Practice-area specific intake questions
- Intake information creates client or matter records
- Uploaded documents linked to the correct matter
- Matter status shared through a client portal where needed
A shared legal workflow connecting the law firm, its clients, and authorised partner practices.
- Website and business platform designed together
- Website data enters the internal platform directly
- The same data structure supports front-end and back-end processes
- Configured around the company’s actual workflow
- One partner for customer conversion and internal operations
Built in Practice: Voluto
Voluto is a connected legal practice platform built on the Over Edge core engine. It brings client intake, matter management, documents, tasks, billing, and authorised collaboration into one environment.
Legal website / intakeVoluto back officeClient portalPartner access
Configurable Modules
Configure the practice modules you need. Firms are not required to purchase every possible feature.
Start with what you need
- Client intake and eligibility checks
- Client and matter records
- Matter status
- Tasks and deadlines
- Documents and file storage
- Notes and communication
- Time registration
- Fees and invoice status
- Client portal
- Partner-firm access
- Document templates
- Reporting and role-based permissions
- Secure EU hosting
See how your legal workflow could be connected
From online intake to matter completion, designed as one secure system.