Templates / Intake (legal matter)
Intake (legal matter)
What a firm needs before it can act: identity, the story, a conflict check, the evidence and the engagement letter.
7 requests in 4 sectionsSolicitorsIn every account
Use this templateFree for 14 days, no card.
The pack
Every request, in the order it is asked
Sent once, one link for each person, and here it is coming back.
New matterMark Hughes5 of 7 back
- Identity
- UploadPhoto IDAssigned to MHMark HughesFrom RacheltomorrowComplete
- UploadProof of addressAssigned to MHMark HughesFrom Rachelin 3 daysComplete
- Your matter
- FormAbout your matterAssigned to MHMark HughesFrom Rachelin 5 daysReady to check
- FormEveryone else involved (conflict check)Assigned to MHMark HughesFrom Rachelin 7 daysReady to check
- Evidence
- UploadContracts, letters and emailsAssigned to MHMark HughesFrom Rachelin 9 daysComplete
- UploadPhotos, invoices and anything elseAssigned to MHMark HughesFrom Rachelin 11 daysAwaiting reply
- Agreement
- ApprovalEngagement letter and terms of businessAssigned to MHMark HughesFrom Rachelin 13 daysReminder sent
An illustration of the pack being answered. The names are made up; in Docsroom you change anything before it goes.
Open your next matter from one link.
Free for 14 days, no card.