# Client Intake & Conflict Screening for Criminal Defense Attorneys with Westlaw

> AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Westlaw — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Westlaw](https://calish.com/workflows/tool/westlaw/)
- **Role:** [Criminal Defense Attorney](https://calish.com/workflows/for/criminal-defense-attorney/)
- **Specialty:** Criminal Defense
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-criminal-defense-attorney-with-westlaw/

## The Problem

Every new Criminal Defense 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 in Westlaw

AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Westlaw — uses the native API or agent integration so nothing leaves the system of record.

## Westlaw Integration Approach

1. **Audit your Westlaw configuration.** We map the specific Westlaw objects, custom fields, and workflows the automation needs to touch for your criminal defense practice.
2. **Build on the Westlaw API or agent.** Integration happens inside Westlaw — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Westlaw with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Intake & Conflict Screening for Criminal Defense Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-criminal-defense-attorney/)
- AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.

## Other Westlaw Automations

- [Visa Petition Package Assembly for Litigation Paralegals](https://calish.com/workflows/with/visa-petition-package-assembly-for-litigation-paralegal-with-westlaw/)
- [RFE & Notice Response Drafting for Litigation Paralegals](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-litigation-paralegal-with-westlaw/)
- [Client Questionnaire Intake & Translation for Litigation Paralegals](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-litigation-paralegal-with-westlaw/)
- [Patent Prior Art Search for Litigation Paralegals](https://calish.com/workflows/with/patent-prior-art-search-for-litigation-paralegal-with-westlaw/)
- [Trademark Docketing & Renewal for Litigation Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-litigation-attorney-with-westlaw/)
- [Estate Distribution & Beneficiary Tracking for Litigation Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-litigation-attorney-with-westlaw/)
- [Demand Package Drafting for Criminal Defense Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-criminal-defense-attorney-with-westlaw/)
- [Closing Checklist & Disclosure Packet for Criminal Defense Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-criminal-defense-attorney-with-westlaw/)

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