# Client Intake & Conflict Screening for Law Firm Administrators with Aderant

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

- **Tool:** [Aderant](https://calish.com/workflows/tool/aderant/)
- **Role:** [Law Firm Administrator](https://calish.com/workflows/for/law-firm-administrator/)
- **Specialty:** Mid-Size Law Firm Ops
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-law-firm-administrator-with-aderant/

## The Problem

Every new Mid-Size Law Firm Ops 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 Aderant

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

## Aderant Integration Approach

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

## About This Workflow

- [Client Intake & Conflict Screening for Law Firm Administrators](https://calish.com/workflows/client-intake-and-conflict-screening-for-law-firm-administrator/)
- AI runs the conflict check against Aderant, 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 Aderant Automations

- [Deposition Summary Generation for Law Firm Administrators](https://calish.com/workflows/with/deposition-summary-generation-for-law-firm-administrator-with-aderant/)
- [Discovery Document Review for Law Firm Administrators](https://calish.com/workflows/with/discovery-document-review-for-law-firm-administrator-with-aderant/)
- [Legal Research & Brief Drafting for Law Firm Administrators](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-law-firm-administrator-with-aderant/)
- [Contract Review & Redlining for Law Firm Administrators](https://calish.com/workflows/with/contract-review-and-redlining-for-law-firm-administrator-with-aderant/)
- [Client Case Status Updates for Law Firm Administrators](https://calish.com/workflows/with/client-case-status-updates-for-law-firm-administrator-with-aderant/)
- [Billing Narrative Cleanup for Law Firm Administrators](https://calish.com/workflows/with/billing-narrative-cleanup-for-law-firm-administrator-with-aderant/)
- [Court Deadline & Docket Tracking for Law Firm Administrators](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-law-firm-administrator-with-aderant/)

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