Get your client’s story accurately and import it easily with MasterFile’s Client Intake

In new litigation, understanding your client’s case is paramount. In this article, we show you how MasterFile’s intake module and professional practice area specific intake forms save you valuable time, ensure you capture critical case information and by reducing tedious and time consuming data entry, help you load your case into MasterFile quickly. The intake forms can also be used internally by your own staff or yourself for rapid initial loading of facts and players.

How to load your first case file’s documents into MasterFile

Work flow: loading a case’s documents into MasterFile and keeping it up to date as you create work product or receive more evidence is the focus here. You’ll find the concepts useful for both litigation and transactional case files.

Getting started right with MasterFile

Since MasterFile is a multifaceted product, putting it to work effectively depends on what’s most important to you and your requirements. In this article we focus on setting out and keeping track of your facts and argument. A good way to learn is to pick a new case or one that’s just begun and just dive in with these 6 simple steps.