# Client Intake & Conflict Screening for Estate Planning Attorneys with Clio

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

- **Tool:** [Clio](https://calish.com/workflows/tool/clio/)
- **Role:** [Estate Planning Attorney](https://calish.com/workflows/for/estate-planning-attorney/)
- **Specialty:** Trusts & Estates
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-estate-planning-attorney-with-clio/

## The Problem

Every new Trusts & Estates 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 Clio

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

## Clio Integration Approach

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

## About This Workflow

- [Client Intake & Conflict Screening for Estate Planning Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-estate-planning-attorney/)
- AI runs the conflict check against WealthCounsel, 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 Clio Automations

- [Legal Research & Brief Drafting for Litigation Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-litigation-attorney-with-clio/)
- [Discovery Document Review for Litigation Attorneys](https://calish.com/workflows/with/discovery-document-review-for-litigation-attorney-with-clio/)
- [Client Case Status Updates for Litigation Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-litigation-attorney-with-clio/)
- [Contract Review & Redlining for Litigation Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-litigation-attorney-with-clio/)
- [Billing Narrative Cleanup for Litigation Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-litigation-attorney-with-clio/)
- [Court Deadline & Docket Tracking for Litigation Attorneys](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-litigation-attorney-with-clio/)
- [Visa Petition Package Assembly for Litigation Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-litigation-attorney-with-clio/)
- [RFE & Notice Response Drafting for Litigation Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-litigation-attorney-with-clio/)

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