# Client Intake & Conflict Screening for Real Estate Attorneys

> AI runs the conflict check against Qualia, 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:** [Real Estate Attorney](https://calish.com/workflows/for/real-estate-attorney/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Commercial Real Estate Law](https://calish.com/workflows/specialty/commercial-real-estate-law/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-real-estate-attorney/

## The Problem

Every new Commercial Real Estate Law 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 Qualia, 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

- Qualia
- ResWare
- iManage
- DocuSign
- Slack

## 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

- [Qualia](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-real-estate-attorney-with-qualia/) — Client Intake & Conflict Screening built natively in Qualia
- [ResWare](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-real-estate-attorney-with-resware/) — Client Intake & Conflict Screening built natively in ResWare
- [iManage](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-real-estate-attorney-with-imanage/) — Client Intake & Conflict Screening built natively in iManage
- [DocuSign](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-real-estate-attorney-with-docusign/) — Client Intake & Conflict Screening built natively in DocuSign

## Related Workflows

- [Closing Checklist & Disclosure Packet for Real Estate Attorneys](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-real-estate-attorney/)
- [Employment Handbook & Policy Updates for Real Estate Attorneys](https://calish.com/workflows/employment-handbook-and-policy-updates-for-real-estate-attorney/)
- [Bankruptcy Schedule & Means Test for Real Estate Attorneys](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-real-estate-attorney/)
- [Deposition Summary Generation for Real Estate Attorneys](https://calish.com/workflows/deposition-summary-generation-for-real-estate-attorney/)
- [Discovery Document Review for Real Estate Attorneys](https://calish.com/workflows/discovery-document-review-for-real-estate-attorney/)
- [Legal Research & Brief Drafting for Real Estate Attorneys](https://calish.com/workflows/legal-research-and-brief-drafting-for-real-estate-attorney/)

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