Client Intake
A conflict check skipped in the rush of a new client meeting is a risk no practice can afford. We build the intake system that screens every new matter properly, every time.
What we build
- Digital intake forms: New clients submit case details online before the first meeting.
- Automatic conflict checks: New matters screened against existing clients and parties.
- Engagement letter generation: Retainer agreements generated directly from intake data.
- Lead tracking: Prospective clients tracked from first inquiry to signed engagement.
Implementation scope
Intake connects to case management, so a signed engagement automatically opens the new matter file.