Back to marketplace
Form
Step 1
of 6
Intake questionnaire
External
Required
2 days
Flow previewStep 1 of 6
Step 1
Intake questionnaire
Step 2
Conflict check
Step 3
Engagement letter signature
Step 4
Retainer payment confirmation
Step 5
Document / evidence upload
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

Create a Booflow workspace, import this template in one click, and customize from there. 14-day free trial, no credit card required.

Get started free
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 · No credit card
6 steps
~10 days
Required integrations
DocuSign
Dropbox
Step types
Form
×1
Approval
×2
Signature
×1
File upload
×2
Looking for something else?

Browse all our workflow templates.

See all templates
© 2026 Booflow. Collaborative workflows for client onboarding.