La richiesta
“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.”
Prova alloraAdd a document upload before consultation.Add a conflict waiver review branch.
Cosa contiene questo disegno
Leggi le decisioni che ne stanno alla base.
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Engagement letter and retainer payment
When a law firm wants to document or automate its client intake procedure to ensure compliance and clarity.