# Client Intake & Conflict Screening for Law Firm Administrators

> AI runs the conflict check against Aderant, 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:** [Law Firm Administrator](https://calish.com/workflows/for/law-firm-administrator/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Mid-Size Law Firm Ops](https://calish.com/workflows/specialty/mid-size-law-firm-ops/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-law-firm-administrator/

## The Problem

Every new Mid-Size Law Firm Ops 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 Aderant, 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

- Aderant
- Elite 3E
- 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

- [Aderant](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-law-firm-administrator-with-aderant/) — Client Intake & Conflict Screening built natively in Aderant
- [Elite 3E](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-law-firm-administrator-with-elite-3e/) — Client Intake & Conflict Screening built natively in Elite 3E
- [Clio](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-law-firm-administrator-with-clio/) — Client Intake & Conflict Screening built natively in Clio

## Related Workflows

- [Deposition Summary Generation for Law Firm Administrators](https://calish.com/workflows/deposition-summary-generation-for-law-firm-administrator/)
- [Discovery Document Review for Law Firm Administrators](https://calish.com/workflows/discovery-document-review-for-law-firm-administrator/)
- [Legal Research & Brief Drafting for Law Firm Administrators](https://calish.com/workflows/legal-research-and-brief-drafting-for-law-firm-administrator/)
- [Contract Review & Redlining for Law Firm Administrators](https://calish.com/workflows/contract-review-and-redlining-for-law-firm-administrator/)
- [Client Case Status Updates for Law Firm Administrators](https://calish.com/workflows/client-case-status-updates-for-law-firm-administrator/)
- [Billing Narrative Cleanup for Law Firm Administrators](https://calish.com/workflows/billing-narrative-cleanup-for-law-firm-administrator/)

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