# Client Intake & Conflict Screening for Estate Planning Attorneys

> AI runs the conflict check against WealthCounsel, 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:** [Estate Planning Attorney](https://calish.com/workflows/for/estate-planning-attorney/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Trusts & Estates](https://calish.com/workflows/specialty/trusts-and-estates/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-estate-planning-attorney/

## The Problem

Every new Trusts & Estates 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 WealthCounsel, 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

- WealthCounsel
- Interactive Legal
- Clio
- Google Drive

## 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

- [WealthCounsel](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-estate-planning-attorney-with-wealthcounsel/) — Client Intake & Conflict Screening built natively in WealthCounsel
- [Interactive Legal](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-estate-planning-attorney-with-interactive-legal/) — Client Intake & Conflict Screening built natively in Interactive Legal
- [Clio](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-estate-planning-attorney-with-clio/) — Client Intake & Conflict Screening built natively in Clio

## Related Workflows

- [Estate Distribution & Beneficiary Tracking for Estate Planning Attorneys](https://calish.com/workflows/estate-distribution-and-beneficiary-tracking-for-estate-planning-attorney/)
- [Legal Research & Brief Drafting for Estate Planning Attorneys](https://calish.com/workflows/legal-research-and-brief-drafting-for-estate-planning-attorney/)
- [Contract Review & Redlining for Estate Planning Attorneys](https://calish.com/workflows/contract-review-and-redlining-for-estate-planning-attorney/)
- [Client Case Status Updates for Estate Planning Attorneys](https://calish.com/workflows/client-case-status-updates-for-estate-planning-attorney/)
- [Billing Narrative Cleanup for Estate Planning Attorneys](https://calish.com/workflows/billing-narrative-cleanup-for-estate-planning-attorney/)
- [Court Deadline & Docket Tracking for Estate Planning Attorneys](https://calish.com/workflows/court-deadline-and-docket-tracking-for-estate-planning-attorney/)

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