Client intake and conflict checks
Structured intake, a conflict search prepared for review, and an engagement letter drafted.
How it works · Client intake and conflict checks
STEP BY STEP
In
- Website form
- Email inbox
- Phone call
- 1
Intake01
Parties and matter captured
New matter
- 2
Search02
Names checked against records
0 matches
- 3
Clear03
A lawyer confirms no conflict
Cleared
Human checkpoint
- 4
Engage04
Engagement letter drafted
Letter ready
Out
Google Docs- CRM record
- Audit trail
How it works
01
The problem
New matter enquiries need details, conflict checks, and engagement letters before work starts.
Step by step
- 01Intake. Parties and matter captured.
- 02Search. Names checked against records.
- 03Clear. A lawyer confirms no conflict.Human checkpoint
- 04Engage. Engagement letter drafted.
Tools and control
02
Connects
Gmail- Google Docs
Airtable
OpenAI
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Clear" step. Everything else runs on rules you agree, with every run logged.
More in Sales and CRM
03
Sales and CRM
Lead capture to CRM
Every enquiry becomes a complete CRM record with an owner and a next step.
See the workflowSales and CRM
Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
See the workflowSales and CRM
AI follow-up drafts
Stalled deals get a timely, personal follow-up drafted for the owner to send.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.