Legal client intake, conflict checks and deadlines
New matters opened after a clean conflict check, every court date on the calendar, and nothing missed.
One click opens a free 30-day workspace with Client intake and sample data. No credit card.
The work between the systems
- Conflict checks are done by email and not recorded.
- Court dates live in individual calendars.
- Matters stall without a next step.
Built for this, changed by your team
Neuclon connects client intake, conflict checks, matter management and the court calendar. It flags intakes without a completed conflict check, deadlines within 14 days and matters without activity, and the agent drafts the engagement letter and the client update.
Try Client intake with sample data
Filter by what needs attention, switch to the board, open a record to see what its agent would do. The walkthrough shows the same tool being built and run.
What you get
How the day goes
- 9:00A new client intake arrives; the conflict check opens automatically.
- 11:00Clear: the matter opens with the responsible attorney and the engagement letter drafted.
- MonFiling deadlines in the next 14 days are listed for each attorney.
- FriMatters with no activity in 30 days are flagged for review.
An illustrative day. Your rules, people and systems set the details.
What to measure
- Time from intake to engagement
- Matters opened without a conflict check
- Deadlines met
- Inactive matters
Pick one of these, agree the baseline on day one, and measure it after 30 days on your own data. How the 30-day Sprint works.
Frequently asked
Does it handle trust accounting?
There is a trust account ledger template for tracking; your accounting system remains the book of record.
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.
More solutions
Everything Neuclon does for legal services · All solutions · All apps and templates
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.