# Client Intake & Conflict Screening for IP Attorneys

> AI runs the conflict check against ipManager, 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:** [IP Attorney](https://calish.com/workflows/for/ip-attorney/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Patent Prosecution](https://calish.com/workflows/specialty/patent-prosecution/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-ip-attorney/

## The Problem

Every new Patent Prosecution 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 ipManager, 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

- ipManager
- CPA Global FoundationIP
- PatSnap
- USPTO Patent Center
- Zapier

## 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

- [ipManager](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-ip-attorney-with-ipmanager/) — Client Intake & Conflict Screening built natively in ipManager
- [CPA Global FoundationIP](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-ip-attorney-with-cpa-global-foundationip/) — Client Intake & Conflict Screening built natively in CPA Global FoundationIP
- [PatSnap](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-ip-attorney-with-patsnap/) — Client Intake & Conflict Screening built natively in PatSnap
- [USPTO Patent Center](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-ip-attorney-with-uspto-patent-center/) — Client Intake & Conflict Screening built natively in USPTO Patent Center

## Related Workflows

- [Bankruptcy Schedule & Means Test for IP Attorneys](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-ip-attorney/)
- [Deposition Summary Generation for IP Attorneys](https://calish.com/workflows/deposition-summary-generation-for-ip-attorney/)
- [Discovery Document Review for IP Attorneys](https://calish.com/workflows/discovery-document-review-for-ip-attorney/)
- [Legal Research & Brief Drafting for IP Attorneys](https://calish.com/workflows/legal-research-and-brief-drafting-for-ip-attorney/)
- [Contract Review & Redlining for IP Attorneys](https://calish.com/workflows/contract-review-and-redlining-for-ip-attorney/)
- [Client Case Status Updates for IP Attorneys](https://calish.com/workflows/client-case-status-updates-for-ip-attorney/)

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