# Client Intake & Conflict Screening for E-Discovery Managers

> AI runs the conflict check against Relativity, 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:** [E-Discovery Manager](https://calish.com/workflows/for/e-discovery-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [E-Discovery](https://calish.com/workflows/specialty/e-discovery/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-e-discovery-manager/

## The Problem

Every new E-Discovery 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 Relativity, 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

- Relativity
- Everlaw
- Disco
- Reveal
- Slack

## 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

- [Relativity](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-e-discovery-manager-with-relativity/) — Client Intake & Conflict Screening built natively in Relativity
- [Everlaw](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-e-discovery-manager-with-everlaw/) — Client Intake & Conflict Screening built natively in Everlaw
- [Disco](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-e-discovery-manager-with-disco/) — Client Intake & Conflict Screening built natively in Disco
- [Reveal](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-e-discovery-manager-with-reveal/) — Client Intake & Conflict Screening built natively in Reveal

## Related Workflows

- [Discovery Document Review for E-Discovery Managers](https://calish.com/workflows/discovery-document-review-for-e-discovery-manager/)
- [Closing Checklist & Disclosure Packet for E-Discovery Managers](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-e-discovery-manager/)
- [Employment Handbook & Policy Updates for E-Discovery Managers](https://calish.com/workflows/employment-handbook-and-policy-updates-for-e-discovery-manager/)
- [Bankruptcy Schedule & Means Test for E-Discovery Managers](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-e-discovery-manager/)
- [Deposition Summary Generation for E-Discovery Managers](https://calish.com/workflows/deposition-summary-generation-for-e-discovery-manager/)
- [Legal Research & Brief Drafting for E-Discovery Managers](https://calish.com/workflows/legal-research-and-brief-drafting-for-e-discovery-manager/)

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