Client intake for legal services
New enquiries from first contact to engagement, with conflict check and fee.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
New enquiries from first contact to engagement, with conflict check and fee.
- Tracks
- Prospective client, Practice area, Referred by, Received, Conflict clear, Fee arrangement, Attorney, Status
- Flags automatically
- Waiting 2+ days when Received is more than 2 days ago and Status is New
- Conflict not cleared when Conflict clear is unchecked and Status is Consult
- Engaged when Status is Engaged
- Actions and automations
- Create a one-page summary: A short Word summary of this prospective client for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every prospective client for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.