Law Firm New Client Intake Email Workflow for Outlook
Welcome a prospective law firm client and collect the details needed for intake and conflict review. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the law firm new client intake email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
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Cc
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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.
Email workflow audit
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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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Add this example to Outlook so the full email process is ready to use right away.
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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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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
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Toggles Business Pro Quickstart Guide
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