Clients & Intake calculators
Intake, conflicts and consultation preparation.
8 tools
- Clients & Intake
Client Intake Checklist
A structured intake checklist covering identity, the matter, conflicts, fees and expectations, saved in your own browser.
Open calculator → - Clients & Intake
Consultation Preparation Checklist
Prepare for an initial consultation so the meeting produces decisions rather than a list of things to find out.
Open calculator → - Clients & Intake
Client Fee Estimate Calculator
Produce a fee estimate a client can actually follow, broken down by who does the work, with expenses and a stated allowance.
Open calculator → - Clients & Intake
Client Budget Tracker
Track a matter against the budget the client agreed and project the final figure while a conversation is still useful.
Open calculator → - Clients & Intake
Conflict Name Checker
Compare new-matter party names against names already known to the firm, entirely inside your browser, to surface candidates for review.
Open calculator → - Clients & Intake
Conflict Check Procedure Checklist
A structured sequence for running and recording a conflicts check, from collecting names through to documenting the outcome.
Open calculator → - Clients & Intake
Engagement Letter Checklist
Check that an engagement letter covers scope, fees, communication, termination and the terms that prevent later disputes.
Open calculator → - Clients & Intake
File Retention Calculator
Calculate when a closed matter file becomes eligible for destruction under your retention period, with an interim review date.
Open calculator →