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Resources · Use cases

Workflows, step by step.

Illustrative examples of how common practice workflows run with Matterline. Your version is designed around your own tools and approval points.

Illustrative examples
A team planning work with sticky notes on a glass wall

The after-hours enquiry

Frontdesk
  1. 1A message arrives on WhatsApp at 11:40 pm
  2. 2The assistant replies, says it’s an assistant and asks the practice’s screening questions
  3. 3An eligibility question is handed to a practitioner, not answered
  4. 4A consultation is booked into the right calendar
  5. 5A CRM record is created with the full transcript
  6. 6The enquiry appears in the 8:30 am team digest

Consultation to signed client

Closer
  1. 1The practitioner finishes the consultation and saves structured notes
  2. 2A proposal and fee agreement are generated from the practice’s templates
  3. 3The practitioner reviews and approves with one tap Practitioner approves
  4. 4The client signs online and pays the deposit by card
  5. 5The matter is opened in the CRM and the welcome pack prepared

The missing document

Keeper
  1. 1A checklist item is still outstanding after five days
  2. 2The client gets a polite reminder with an upload link
  3. 3The upload is named and filed against the matter
  4. 4The checklist is ticked and a review task created for the case manager

The visa-expiry reminder

Keeper
  1. 1A past client’s visa is due to expire in six months
  2. 2An approved reminder invites them to book a consultation
  3. 3The booking appears in the practitioner’s calendar
  4. 4A new opportunity is created in the CRM

The month of marketing

Amplify
  1. 1The month’s posts and newsletter are drafted from the content calendar
  2. 2The practitioner approves the batch in one sitting Practitioner approves
  3. 3Content is scheduled and the newsletter sent to consenting contacts
  4. 4Happy clients from closed matters are asked for a review

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