# Client Intake & Conflict Screening for Personal Injury Attorneys

> AI runs the conflict check against Litify, 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:** [Personal Injury Attorney](https://calish.com/workflows/for/personal-injury-attorney/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Plaintiff PI](https://calish.com/workflows/specialty/plaintiff-pi/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-personal-injury-attorney/

## The Problem

Every new Plaintiff PI 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 Litify, 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

- Litify
- CASEpeer
- Filevine
- Email

## 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

- [Litify](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-personal-injury-attorney-with-litify/) — Client Intake & Conflict Screening built natively in Litify
- [CASEpeer](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-personal-injury-attorney-with-casepeer/) — Client Intake & Conflict Screening built natively in CASEpeer
- [Filevine](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-personal-injury-attorney-with-filevine/) — Client Intake & Conflict Screening built natively in Filevine

## Related Workflows

- [Medical Records Retrieval & Chronology for Personal Injury Attorneys](https://calish.com/workflows/medical-records-retrieval-and-chronology-for-personal-injury-attorney/)
- [Demand Package Drafting for Personal Injury Attorneys](https://calish.com/workflows/demand-package-drafting-for-personal-injury-attorney/)
- [Visa Petition Package Assembly for Personal Injury Attorneys](https://calish.com/workflows/visa-petition-package-assembly-for-personal-injury-attorney/)
- [RFE & Notice Response Drafting for Personal Injury Attorneys](https://calish.com/workflows/rfe-and-notice-response-drafting-for-personal-injury-attorney/)
- [Client Questionnaire Intake & Translation for Personal Injury Attorneys](https://calish.com/workflows/client-questionnaire-intake-and-translation-for-personal-injury-attorney/)
- [Trademark Docketing & Renewal for Personal Injury Attorneys](https://calish.com/workflows/trademark-docketing-and-renewal-for-personal-injury-attorney/)

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