New client intake, from first call to signed and paid
A ready-made intake workflow for law firms. Clients answer, sign and pay in your portal. Your team clears conflicts and opens the matter.
- Steps
- 10 steps
- Typical length
- 1 to 2 weeks
- Who’s involved
- Client, Intake coordinator, Attorney, Paralegal
- Works with
Calendly
Google Calendar
Zoom
DocuSignStripe
Google Drive+3
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Intake
2 steps - 2
Consultation
2 steps - 3
Engagement
2 steps - 4
Open the matter
2 steps - 5
Welcome
2 steps
New clients go cold waiting on the paperwork
The consultation went well. Then the engagement letter sat in their inbox for a week.
Conflicts first, details later
Intake asks for the names you check. The full story waits until your firm clears the conflict.
Signed and paid in one visit
The engagement letter and the retainer link sit side by side in the client's portal.
Clients know what happens next
A welcome note and a what-to-expect page answer the questions every new client calls about.
- Complete the intake questionnaire
- Book the consultation
- Sign the engagement letter
- Pay the retainer
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every new client goes through, from the intake questionnaire to an open matter, run the same way each time. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
