Intake
Name the claim, the parties, and who can see what. Intake is the first version of the record, not a form you throw away once diligence starts.
A matter on Docket has a type, a posture, and a set of parties before anyone uploads a PDF. That is what capital and co-counsel actually need to start.
Counsel, capital, and claimants are named, not implied by a cc line.
Tiers and NDA gating are set before the first share.
The file already knows whether this is intake, diligence, or close.
Intake
Name the claim, the parties, and who can see what. Intake is the first version of the record, not a form you throw away once diligence starts.
A matter on Docket has a type, a posture, and a set of parties before anyone uploads a PDF. That is what capital and co-counsel actually need to start.
Counsel, capital, and claimants are named, not implied by a cc line.
Tiers and NDA gating are set before the first share.
The file already knows whether this is intake, diligence, or close.