# Client Intake & Conflict Screening for Law Firm Administrators with Elite 3E

> 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 Elite 3E — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Elite 3E](https://calish.com/workflows/tool/elite-3e/)
- **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-elite-3e/

## 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 Elite 3E

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 Elite 3E — uses the native API or agent integration so nothing leaves the system of record.

## Elite 3E Integration Approach

1. **Audit your Elite 3E configuration.** We map the specific Elite 3E objects, custom fields, and workflows the automation needs to touch for your mid-size law firm ops practice.
2. **Build on the Elite 3E API or agent.** Integration happens inside Elite 3E — 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 Elite 3E 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 Elite 3E Automations

- [Deposition Summary Generation for Law Firm Administrators](https://calish.com/workflows/with/deposition-summary-generation-for-law-firm-administrator-with-elite-3e/)
- [Discovery Document Review for Law Firm Administrators](https://calish.com/workflows/with/discovery-document-review-for-law-firm-administrator-with-elite-3e/)
- [Legal Research & Brief Drafting for Law Firm Administrators](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-law-firm-administrator-with-elite-3e/)
- [Contract Review & Redlining for Law Firm Administrators](https://calish.com/workflows/with/contract-review-and-redlining-for-law-firm-administrator-with-elite-3e/)
- [Client Case Status Updates for Law Firm Administrators](https://calish.com/workflows/with/client-case-status-updates-for-law-firm-administrator-with-elite-3e/)
- [Billing Narrative Cleanup for Law Firm Administrators](https://calish.com/workflows/with/billing-narrative-cleanup-for-law-firm-administrator-with-elite-3e/)
- [Court Deadline & Docket Tracking for Law Firm Administrators](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-law-firm-administrator-with-elite-3e/)
- [Visa Petition Package Assembly for Legal Billing Coordinators](https://calish.com/workflows/with/visa-petition-package-assembly-for-legal-billing-coordinator-with-elite-3e/)

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