Illustrative idea · LEGAL INTAKE
Review prospective client intake
Organize prospective client information for a person to assess before the firm decides on next steps.
Keep attorney review between a draft and a client signature.
Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.
Organize qualified lead details, prepare the engagement letter from your firm’s approved template, and give the assigned attorney a clear approval step before it is sent to a client.
Actual availability depends on published steps, supported connections, permissions, and provider approval.
A qualified engagement requestA lead record with client details, matter context, and assigned attorney
“Prepare a draft engagement letter from the firm’s selected template, ask the assigned attorney to approve sending it, and open the matter only after the client has signed.”
Work through the request.
Clear tasks, with review where it matters.
- Collect the qualified lead details
- Match the client contact
- Prepare a draft engagement letter
A tracked engagement status, a client-signed letter, and a matter record created after completion, with the responsible team notified.
What this workflow could do
Finds or creates a client contact, prepares a draft letter for attorney review, tracks the signing process, and creates a matter after the completed signature is confirmed.
Review points proposed in this idea
The attorney must explicitly approve sending the letter. The client signs for themselves, and a matter is created only after the completed signing is confirmed. This process does not determine whether a firm should accept a client or provide legal advice.
How the idea could work
Select an illustrative task to explore its proposed role. No workflow runs here.
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Gather the client’s name, contact details, practice area, case context, and assigned attorney.
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Check for an existing client contact using the provided email and create a new contact only when no exact match is found.
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Use the firm’s selected letter template and supplied lead details to prepare a draft for the assigned attorney.
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Give the attorney a review link and keep the letter in draft until that attorney explicitly approves sending it.
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Record the letter status and wait for confirmation that the client has completed signing.
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After the completed signature is confirmed, create the matter, update the engagement record, and notify the responsible staff.
Step 1 of 6
Collect the qualified lead details
Gather the client’s name, contact details, practice area, case context, and assigned attorney.
Proposed setup considerations
These are planning notes for the concept, not instructions for a currently available template.
- 01
Prepare the firm’s approved letter template
Choose the engagement letter template, signer role, and fields that should be filled from qualified lead details.
- 02
Assign attorney review responsibility
Set the assigned attorney and confirm that only their explicit approval can release a letter to the client.
- 03
Prepare the engagement tracker
Record review status, letter status, client contact, signature date, and resulting matter details in a restricted firm tracker.
- 04
Test approval and completion outcomes
Verify that an unapproved letter remains a draft and that matter creation happens only after completed signing is confirmed.
Read the prelaunch status
Published templates and verified customer availability remain pending.
A little help with the whole task
A little less busywork.
A little less busywork.
A little more room for you.
Explore the sample experience while launch details are being finalized.
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