# Client Intake & Conflict Screening for Probate Paralegals

> AI runs the conflict check against EstateExec, 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:** [Probate Paralegal](https://calish.com/workflows/for/probate-paralegal/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Probate Administration](https://calish.com/workflows/specialty/probate-administration/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-probate-paralegal/

## The Problem

Every new Probate Administration 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 EstateExec, 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

- EstateExec
- Clio
- Zola Suite
- 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

- [EstateExec](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-probate-paralegal-with-estateexec/) — Client Intake & Conflict Screening built natively in EstateExec
- [Clio](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-probate-paralegal-with-clio/) — Client Intake & Conflict Screening built natively in Clio
- [Zola Suite](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-probate-paralegal-with-zola-suite/) — Client Intake & Conflict Screening built natively in Zola Suite

## Related Workflows

- [Demand Package Drafting for Probate Paralegals](https://calish.com/workflows/demand-package-drafting-for-probate-paralegal/)
- [Closing Checklist & Disclosure Packet for Probate Paralegals](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-probate-paralegal/)
- [Employment Handbook & Policy Updates for Probate Paralegals](https://calish.com/workflows/employment-handbook-and-policy-updates-for-probate-paralegal/)
- [Bankruptcy Schedule & Means Test for Probate Paralegals](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-probate-paralegal/)
- [Deposition Summary Generation for Probate Paralegals](https://calish.com/workflows/deposition-summary-generation-for-probate-paralegal/)
- [Discovery Document Review for Probate Paralegals](https://calish.com/workflows/discovery-document-review-for-probate-paralegal/)

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