# Client Intake & Conflict Screening for E-Discovery Managers with Disco

> AI runs the conflict check against Relativity, 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 Disco — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Disco](https://calish.com/workflows/tool/disco/)
- **Role:** [E-Discovery Manager](https://calish.com/workflows/for/e-discovery-manager/)
- **Specialty:** E-Discovery
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-e-discovery-manager-with-disco/

## The Problem

Every new E-Discovery 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 Disco

AI runs the conflict check against Relativity, 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 Disco — uses the native API or agent integration so nothing leaves the system of record.

## Disco Integration Approach

1. **Audit your Disco configuration.** We map the specific Disco objects, custom fields, and workflows the automation needs to touch for your e-discovery practice.
2. **Build on the Disco API or agent.** Integration happens inside Disco — 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 Disco with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Intake & Conflict Screening for E-Discovery Managers](https://calish.com/workflows/client-intake-and-conflict-screening-for-e-discovery-manager/)
- AI runs the conflict check against Relativity, 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 Disco Automations

- [Discovery Document Review for E-Discovery Managers](https://calish.com/workflows/with/discovery-document-review-for-e-discovery-manager-with-disco/)
- [Closing Checklist & Disclosure Packet for E-Discovery Managers](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-e-discovery-manager-with-disco/)
- [Employment Handbook & Policy Updates for E-Discovery Managers](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-e-discovery-manager-with-disco/)
- [Bankruptcy Schedule & Means Test for E-Discovery Managers](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-e-discovery-manager-with-disco/)
- [Deposition Summary Generation for E-Discovery Managers](https://calish.com/workflows/with/deposition-summary-generation-for-e-discovery-manager-with-disco/)
- [Legal Research & Brief Drafting for E-Discovery Managers](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-e-discovery-manager-with-disco/)
- [Contract Review & Redlining for E-Discovery Managers](https://calish.com/workflows/with/contract-review-and-redlining-for-e-discovery-manager-with-disco/)

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