Gather the matter
Case records, supporting documents, and the details that help an intake team understand the request.
Legal underwriting & matter packet clearinghouse
Every matter.
A clearer packet.
A direct path from the documents on your desk to the team reviewing your case. Bring the essentials together, add the context, and move the matter forward.
Funding intake portal / 01
SB Legal Funding
Send case documents directly to the SB Legal Funding intake team. One packet, with your contact details and case context together.
Open the packet dropDeliver the packet
A single handoff to the right intake workflow, with a receipt so you know it arrived.
Support the review
Organized documents and clear context give underwriting teams a stronger place to start.