Law Firm Intake Process Workflow
Convert more consultations into retained clients with a streamlined intake process. This workflow automates lead screening, document collection, conflict of interest checks, consultation scheduling, and engagement letter delivery so your team spends time on cases instead of paperwork.
Tools Required
End to End Workflow
Screen potential clients with an intake questionnaire
A detailed intake form captures the case type, facts, timeline, and urgency so attorneys can evaluate fit before the first conversation.
TypeformRun automated conflict of interest check
The new client name and related parties cross reference against your existing client database to flag any potential conflicts immediately.
ZapierScore and prioritize leads by case value
AI evaluates the intake data to estimate case complexity, potential value, and urgency, helping attorneys prioritize their consultation schedule.
ChatGPTSchedule a consultation with the right attorney
Based on practice area and attorney availability, the client books a consultation that syncs with the assigned attorney calendar.
CalendlySend pre consultation document request
Before the meeting, clients receive a checklist of documents to upload along with a secure portal link for confidential file sharing.
DocuSignDeliver engagement letter for e signature
After a successful consultation, an engagement letter auto populates with case details and fee terms for immediate electronic signing.
DocuSignCreate the case file in your practice management system
All intake data, documents, and the signed engagement letter flow into your case management software to kick off the matter.
ZapierWho This Is For
Expected Results
Reduce intake processing time from 2 hours to 15 minutes
Catch conflict of interest issues before the first meeting
Increase consultation to retainer conversion by 35%
Save 10+ hours per week on administrative intake tasks
Frequently Asked Questions
Is this workflow compliant with attorney client privilege?
Yes. All data transmission uses encrypted channels, document uploads go through secure portals, and you maintain full control over access permissions at every step.
Can I customize the intake form for different practice areas?
Absolutely. You can create separate intake forms for family law, personal injury, criminal defense, or any other practice area with questions specific to each.
How does the conflict check work?
The automation searches your client database for matching names, related parties, and associated entities. Any matches flag for manual attorney review before proceeding.
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Last updated: April 2026
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