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Matters & Clients

3 guides

Clients, conflicts, intake, and matter pipelines.

Jump to guide:Running Client Intake Conflict Checks, Done Right Matter Pipelines & Stages

1

Running Client Intake

Turn a first call into an open, conflict-checked matter.

Step-by-step instructions

1
Send the intake form
Share the online intake link by SMS or WhatsApp before the meeting so details arrive structured.
2
Run the conflict check
Search the new party against all clients and opponents. Never skip this — do it before advice, not after.
3
Get the fee agreement signed
Send the engagement letter for e-signature with scope and fees spelled out.
4
Open the matter
Convert the intake into a matter in the right pipeline stage with the first deadline diaried.

2

Conflict Checks, Done Right

A 30-second search that protects your license.

Step-by-step instructions

1
Search every spelling
Try alternate spellings and company aliases — conflicts hide behind typos.
2
Check opponents too
Search the other side's names, not just your client's. Former-client conflicts count.
3
Record the result
Log cleared or flagged on the intake record so anyone can see the check happened.
4
Re-check on new parties
Intervenors and added defendants arrive mid-case — check each one the day they appear.

3

Matter Pipelines & Stages

See every case's position at a glance.

Step-by-step instructions

1
Use the default stages
Intake → Active → Hearing → Judgment → Billing → Closed covers most litigation out of the box.
2
Move matters as they progress
Drag cards between stages after each hearing so the pipeline always reflects reality.
3
Review weekly
Open the pipeline every Monday: stuck matters surface instantly when stages stop moving.

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