Law Firm New Client Intake
Welcome a prospective law firm client and collect the details needed for intake and conflict review.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Welcomes a prospective law firm client and collects intake details for conflict review.
- New client legal intake
- Prospective client intake
- Conflict review intake
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
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Subject
New Client Intake - client_first_name
Hi client_first_name,
Thank you for contacting our office about your matter_type matter. Before we can evaluate next steps, we need to complete intake and conflict review.
PLEASE COMPLETE BY intake_deadline
• Intake Form: intake_form_urlComplete the intake form
DOCUMENTS TO GATHER
documents_to_gather
The attached checklist explains what information is most helpful at this stage. Please do not send sensitive documents by regular email unless our office specifically instructs you to do so.
Completing intake does not create an attorney-client relationship. Our office will confirm representation separately in writing after conflict review and any required engagement agreement.
Questions? Contact us at me::phone or me::email.
Part of a starter pack
Explore the Legal Services Starter Pack
Help attorneys, paralegals, and legal operations teams send consistent intake, consultation, engagement, case update, discovery, billing, court reminder, and closeout emails from Outlook.
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.