Die Anfrage
“Draw a legal client intake process: receive an inquiry, complete a conflict check, reject and refer conflicts, schedule a consultation for cleared inquiries, qualify the client, send an engagement letter and retainer, then open the matter when signed and paid or follow up and close the file.”
Dann probieren SieAdd a document upload before consultation.Add a conflict waiver review branch.
Was diese Zeichnung zeigt
Die dahinterstehenden Entscheidungen verstehen.
01
Engagement letter and retainer payment
When a law firm wants to document or automate its client intake procedure to ensure compliance and clarity.