# Client Intake & Conflict Screening for Legal Billing Coordinators with BillBlast

> AI runs the conflict check against Elite 3E, 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 BillBlast — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [BillBlast](https://calish.com/workflows/tool/billblast/)
- **Role:** [Legal Billing Coordinator](https://calish.com/workflows/for/legal-billing-coordinator/)
- **Specialty:** Matter Billing
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-legal-billing-coordinator-with-billblast/

## The Problem

Every new Matter Billing 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 BillBlast

AI runs the conflict check against Elite 3E, 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 BillBlast — uses the native API or agent integration so nothing leaves the system of record.

## BillBlast Integration Approach

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

## About This Workflow

- [Client Intake & Conflict Screening for Legal Billing Coordinators](https://calish.com/workflows/client-intake-and-conflict-screening-for-legal-billing-coordinator/)
- AI runs the conflict check against Elite 3E, 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 BillBlast Automations

- [Medical Records Retrieval & Chronology for Legal Billing Coordinators](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-legal-billing-coordinator-with-billblast/)
- [Demand Package Drafting for Legal Billing Coordinators](https://calish.com/workflows/with/demand-package-drafting-for-legal-billing-coordinator-with-billblast/)

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