The Problem
Client intake is a paperwork nightmare: conflict checks, engagement letters, retainer terms, fee agreements, matter setup. Each takes hours.
The Solution
Intake handles the entire pipeline — conflict checks against your database, engagement letter drafting, retainer terms, and matter setup — in minutes.
Key Features
Conflict Checking
Automated check against your client database, prior matters, and adverse-party records.
Engagement Letters
Jurisdiction-compliant engagement letters with custom fee terms and scope clauses.
Retainer Calculations
Estimates retainer amounts based on matter type, complexity, and your fee history.
Matter Setup
Creates matter records in your practice management system with complete metadata.
Use Cases
Solo and small firms streamlining onboarding
Larger firms enforcing intake standards across offices
Specialty practices with complex fee arrangements (contingency, hybrid, fixed)
Best For
Solo practitioners, small to mid-size firms, and firms expanding to new offices.
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