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Client Intake Matter Opening Workflow

Systematic process for new client intake including conflict checks, engagement letters, and matter setup.

Complexity: High | Duration: 15-30m | Category: Industry/Legal Services

Tags: intake conflict-check engagement matter-opening client-relations

Workflow Diagram​

Steps​

Step 1: Receive client inquiry​

Receive client inquiry

Step 2: Conduct initial consultation​

Conduct initial consultation

Step 3: Run comprehensive conflict che​

Run comprehensive conflict check

Step 4: Assess case viability​

Assess case viability

Step 5: Prepare engagement letter​

Prepare engagement letter

Step 6: Negotiate fee arrangement​

Negotiate fee arrangement

Step 7: Obtain signed engagement​

Obtain signed engagement

Step 8: Collect retainer​

Collect retainer

Step 9: Open matter in practice manage​

Open matter in practice management

Step 10: Assign responsible attorney​

Assign responsible attorney

Usage​

To execute this workflow:

/workflow industry/legal-services/client-intake-matter-opening-workflow.workflow

See other workflows in this category for related automation patterns.