Law Firm Client Intake
A legal intake workflow for case-type screening, client details, conflict-check inputs, consultation scheduling, engagement letter drafts, and retainer collection. Attorneys review eligibility, conflicts, and engagement terms before the workflow changes a matter status.
Service path: Workflow Automation
How This Workflow Works
How the workflow moves from intake to output.
- 1
Lead form captures case type and key details
- 2
AI prepares a case-fit summary from approved intake criteria
- 3
Runs a conflict-check search for attorney review
- 4
Schedules consultation with appropriate attorney
- 5
Collects detailed case information before meeting
- 6
Generates engagement letter with e-signature
- 7
Processes retainer payment electronically
- 8
Opens matter in practice management system
Where This Workflow Fits
Example industries for this workflow. We adapt the inputs, rules, and review steps to each operating environment.
Personal Injury
Example industry fit
Criminal Defense
Example industry fit
Family Law
Example industry fit
Immigration
Example industry fit
Corporate Law
Example industry fit
Estate Planning
Example industry fit
What This Workflow Covers
- AI case screening
- Automated conflict checks
- Consultation scheduling
- E-signature engagement
- Retainer collection
- Practice management sync
Use Cases
- Prepare leads for attorney review by case type
- Run conflict-check searches for attorney review
- Collect detailed intake before consultations
- Generate and sign engagement letters digitally
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Build this workflow.
We can map this workflow against your tools, handoffs, and edge cases.
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