LEGAL INTAKE
Legal Client Intake Flowchart
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CASE ANALYSIS
Scenario
A law firm needs a standardized process to evaluate whether to take on a new client, ensuring conflicts are checked and engagement terms are agreed before opening a matter.
Key decisions
- Conflict check
- Client qualification
- Engagement letter and retainer payment
When to reuse this
When a law firm wants to document or automate its client intake procedure to ensure compliance and clarity.
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flowchart-legal-client-intake-process