Goldfarb & Luu Client Intake and Matter Workspace

The Challenge

What needed to be cleaned up

Client answers, attorney review, missing information, and follow-up emails can become disconnected from the matter. Staff needed a workspace that kept these steps together and made proposed field changes visible before updating Clio.

Outcomes & Impact

• Forms, review, and follow-up organized around the selected matter
• Staff can inspect proposed updates and skipped mappings
• Client requests and communications have tracked workflow status
• Missing information can shape the next homework request

Our Solution

What IllusionX Media built

• Built a matter-based staff workspace with questionnaires and workbooks, conditional form variants, progress tracking, and attorney review.
• Connected tracked client-form links and editable staff emails through Outlook using Microsoft Graph.
• Mapped submitted answers to Clio fields and contacts, with duplicate checks and separate preparation and confirmation steps for supported updates.
• Connected required-field checks and review to homework preparation, keeping staff in control of follow-up and the engagement-confirmation step.

IXM project summary

IXM connected the intake and review process around the matter. Supported field updates are reviewed before confirmation; contact-profile mappings require field-by-field validation. This project is not presented as a direct Daylite API connector.