# Client Intake & Conflict Screening for Legal Billing Coordinators

> AI runs the conflict check against Elite 3E, 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:** [Legal Billing Coordinator](https://calish.com/workflows/for/legal-billing-coordinator/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Matter Billing](https://calish.com/workflows/specialty/matter-billing/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-legal-billing-coordinator/

## The Problem

Every new Matter Billing 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 Elite 3E, 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

- Elite 3E
- Aderant Expert
- LEDES
- BillBlast
- 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

- [Elite 3E](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-legal-billing-coordinator-with-elite-3e/) — Client Intake & Conflict Screening built natively in Elite 3E
- [Aderant Expert](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-legal-billing-coordinator-with-aderant-expert/) — Client Intake & Conflict Screening built natively in Aderant Expert
- [LEDES](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-legal-billing-coordinator-with-ledes/) — Client Intake & Conflict Screening built natively in LEDES
- [BillBlast](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-legal-billing-coordinator-with-billblast/) — Client Intake & Conflict Screening built natively in BillBlast

## Related Workflows

- [Billing Narrative Cleanup for Legal Billing Coordinators](https://calish.com/workflows/billing-narrative-cleanup-for-legal-billing-coordinator/)
- [Estate Distribution & Beneficiary Tracking for Legal Billing Coordinators](https://calish.com/workflows/estate-distribution-and-beneficiary-tracking-for-legal-billing-coordinator/)
- [Medical Records Retrieval & Chronology for Legal Billing Coordinators](https://calish.com/workflows/medical-records-retrieval-and-chronology-for-legal-billing-coordinator/)
- [Demand Package Drafting for Legal Billing Coordinators](https://calish.com/workflows/demand-package-drafting-for-legal-billing-coordinator/)
- [Closing Checklist & Disclosure Packet for Legal Billing Coordinators](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-legal-billing-coordinator/)
- [Employment Handbook & Policy Updates for Legal Billing Coordinators](https://calish.com/workflows/employment-handbook-and-policy-updates-for-legal-billing-coordinator/)

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