Use cases / Legal intake
Everything you need before you can act, in one confidential pack.
A legal matter carries the reference and fee earner. Its intake pack asks for identity documents, an account of what happened and how it is funded, a conflict check naming everyone else involved, the evidence, and the engagement letter to approve, which is how the person you act for instructs you.
- UploadPhoto IDpassport.pdfComplete
- FormConflict checkReady to check
- ApprovalEngagement letterReminder sent
The conflict check, before anything else
The person you act for names everyone else involved: the other side, their business, addresses, guarantors, agents, lenders, any solicitors already acting, any connection to the other side, any claim number. It arrives as a form you can check against your records before the file is opened.
- ID lands on its request, for a person to check
- Marked confidential and privileged up front
- Evidence in bulk, photos of paper included
- QuestionGreenway Builders LtdAnswered
- QuestionHale & PrenticeAnswered
- QuestionTwo surveyorsClear
Two templates, and the approval that instructs you
Start a matter from a template, then let the engagement letter do the instructing.
Intake (legal matter)
Identity, about your matter, conflict check, evidence, engagement letter. Assign the whole pack to the person you act for.
Conveyancing: sale
Identity for each seller, the property, price and buyer, mortgage and sale proceeds account, occupiers, and the certificates a buyer will ask for.
Approval is instruction
The engagement letter is an approval request. Nothing is charged before it is approved, and the approval is dated and recorded against the file.
The pictures are illustrations. The names are made up.
Open the next matter with a link.
Free for 14 days, no card. Identity, the story, the conflict check and the engagement letter in one pack.