Back to marketplace
Form
Step 1
of 6
Intake questionnaire
External
Required
2 days
Flow previewStep 1 of 6
Step 1
Intake questionnaire
β†’
Step 2
Conflict check
β†’
Step 3
Engagement letter signature
β†’
Step 4
Retainer payment confirmation
β†’
Step 5
Document / evidence upload
β†’
Step 6
Matter opening approval
About this template

Consistent intake for every new matter

A lawyer's time is billable. Automate the intake so the first hour on a new matter is spent on substance, not chasing forms.

Covers conflict check, engagement letter, retainer deposit, and evidence/document collection.

Use this template free

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Legal

Legal Client Intake

Law firm intake flow: conflict check, engagement letter, retainer, document collection.

B

By Booflow Team

Get started freeFree 14-day trial Β· No credit card
6 steps
~10 days
Required integrations
DocuSign
Dropbox
Step types
Form
Γ—1
Approval
Γ—2
Signature
Γ—1
File upload
Γ—2
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