Matter Lifecycle & Records — Update / setup form (auth-only) for Legal. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Media sensitivity and the records-retention plan for this matter.

What it collects (by section):

• Sensitivity — Publicity / Media Sensitivity [dropdown: Low / Medium / High / No publicity desired].
• Closing & retention — File Retention Term (legal) [dropdown: 3 years / 5 years / 7 years / 10 years / Permanent / …]; File Destruction Eligible Date (legal) [date]; Matter Close Reason [dropdown: Won/Completed / Settled / Withdrawn / Referred out / Client inactive / …]; Referral-Out Details (legal) [long text].

Form type: Update / setup (up), auth-only. Niche: Legal. Deployment: embed.

Best for / surface when: Legal client workflow — matter lifecycle & records.