# Client Intake & Conflict Screening for Criminal Defense Attorneys

> AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.

- **Role:** [Criminal Defense Attorney](https://calish.com/workflows/for/criminal-defense-attorney/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Criminal Defense](https://calish.com/workflows/specialty/criminal-defense/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-criminal-defense-attorney/

## The Problem

Every new Criminal Defense lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.

## What We Build

AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.

## Tools & Integrations

- MyCase
- PracticePanther
- Westlaw
- Email

## How It Works

1. **Discovery call.** We map your current client intake & conflict screening process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [MyCase](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-criminal-defense-attorney-with-mycase/) — Client Intake & Conflict Screening built natively in MyCase
- [PracticePanther](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-criminal-defense-attorney-with-practicepanther/) — Client Intake & Conflict Screening built natively in PracticePanther
- [Westlaw](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-criminal-defense-attorney-with-westlaw/) — Client Intake & Conflict Screening built natively in Westlaw

## Related Workflows

- [Demand Package Drafting for Criminal Defense Attorneys](https://calish.com/workflows/demand-package-drafting-for-criminal-defense-attorney/)
- [Closing Checklist & Disclosure Packet for Criminal Defense Attorneys](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-criminal-defense-attorney/)
- [Employment Handbook & Policy Updates for Criminal Defense Attorneys](https://calish.com/workflows/employment-handbook-and-policy-updates-for-criminal-defense-attorney/)
- [Bankruptcy Schedule & Means Test for Criminal Defense Attorneys](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-criminal-defense-attorney/)
- [Deposition Summary Generation for Criminal Defense Attorneys](https://calish.com/workflows/deposition-summary-generation-for-criminal-defense-attorney/)
- [Discovery Document Review for Criminal Defense Attorneys](https://calish.com/workflows/discovery-document-review-for-criminal-defense-attorney/)

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