Legal Work · Client Intake
Turn a web inquiry into a fully populated matter — with the conflict check already done.
Included with EdgeLex
Manage leads, track pipeline, and convert clients
+ Quick IntakePipelineJourneysInboxEdgeFlow MonitorActive Leads
4Converted
27%Conversion
2Needs Attention
Largest Stage: New (5 leads)
New Lead5
Dana ReyesFamily Law
dana.reyes@mailbay.com · (404) 555-0163 · Journey: New-client intake v3 · step 2 of 6
Harborview HOA — board inquiry
operations@harborviewhoa.com · Journey: not assigned
Cobalt IT — MSA review
legal@cobaltit.example · Journey: not assigned
Contacted2
Tom & Grace Liu
Consultation booked · Journey: step 3 of 6
Qualifying3
Marcus Webb
Conflict review in progress
Converted4
Sofia Petrov
→ Matter created · fields carried over
Declined2
Priya Raman
Outside practice areas · letter sent
The problem
Leads arrive as emails and web forms, get re-keyed by hand, and the conflict check happens late — if it happens before you've already talked to the prospect.
One lead’s journey
Captured. Worked. Cleared. Briefed. Documented. Retainered. Journeyed. Governed. Learned.
Follow one prospect from first contact to converted matter — every screen below is the real product.
01 · Captured
Every inquiry lands in a real pipeline.
Web forms, phone calls, referrals — every lead arrives in a CRM-grade pipeline with stages, source attribution, and a needs-attention count that won't let anything sit unanswered. Converting a qualified lead creates a matter with fields and documents carried over: no re-keying, full lineage from first click to open file.
The matter it becomes →Manage leads, track pipeline, and convert clients
+ Quick IntakePipelineJourneysInboxEdgeFlow MonitorActive Leads
4Converted
27%Conversion
2Needs Attention
Largest Stage: New (5 leads)
New Lead5
Dana ReyesFamily Law
dana.reyes@mailbay.com · (404) 555-0163 · Journey: New-client intake v3 · step 2 of 6
Harborview HOA — board inquiry
operations@harborviewhoa.com · Journey: not assigned
Cobalt IT — MSA review
legal@cobaltit.example · Journey: not assigned
Contacted2
Tom & Grace Liu
Consultation booked · Journey: step 3 of 6
Qualifying3
Marcus Webb
Conflict review in progress
Converted4
Sofia Petrov
→ Matter created · fields carried over
Declined2
Priya Raman
Outside practice areas · letter sent
02 · Worked
Intake is a queue of obligations, not a pile of names.
The Intake Command Center turns every candidate into explicit obligations — first response, conflict review, document review — each with an owner, a deadline, and an operational history. Smart views slice the queue the way a supervising partner actually asks about it.
Manage leads, track pipeline, and convert clients
+ Quick IntakePipelineJourneysInboxEdgeFlow Monitor8 open obligations across 11 candidates; 2 overdue and 3 unassigned.
Work queueLearning⟳ SynchronizeOpen
Overdue
Unassigned
Waiting
My work
Unread
Smart views
All open8
My work4
Unassigned3
Overdue2
Due today2
Waiting1
Documents
Conflict review1
Consultations
Vault replies
Snoozed
Recently resolved
Dana ReyesURGENTOVERDUE
New inquiry requires first responseNo contact attempt has been recorded for this candidate.
Maya Chen · In progress
Harborview HOA — board inquiry
Conflict review — adverse-party match needs judgmentAI conflict detection flagged a related entity; a human call is required before engagement.
Unassigned · New
Cobalt IT — MSA review
Document review — engagement questionnaire uploadedTwo documents arrived through the intake vault; synopsis is ready.
Maya Chen · Waiting
The workspace shows why action is required, who owns it, its deadline, and its operational history.
03 · Cleared
The conflict check happens while a prospect is still a prospect.
AI conflict detection expands the party map — aliases, spouses, related entities, employers — scopes the search to the matter and jurisdiction while still covering the full firm record, and records a disposition with a diff against the prior run. The awkward conversation never happens after the engagement letter.
LeadFamily Lawvia phone
Convert to ClientNo versioned Journey is assigned. Legacy Intake Workflow authority remains in place until the firm deliberately cuts over.
Assign published Journey☑ Conflict CheckClearRisk 0
Conflict search completed and no issue has been recorded on this lead.
Re-run Conflict CheckRecord DispositionRun External Enrichment
Search scope
Matter focus: Family Law • State focus: GA • Jurisdiction: Superior Court of Fulton County. Search should still cover the full firm record set.
Findings
Conflict search completed with no matching clients or matters.
Review workflow
Disposition: clear
Re-run diff
No material change from the prior conflict run.
Conflict partiesDana Reyes · clientD. Reyes · aliasJordan Reyes · spouse or partnerM. Whitfield · opposing partyWhitfield Holdings · related entityContractor · employer
Opposing parties
M. Whitfield
04 · Briefed
A working brief that refuses to oversell.
The Intake Brief distills the file — key facts, completeness, what's missing, why now — and says what it is: permission-aware, evidence-linked, and explicitly not a prediction of outcome, case value, or acceptance. When the evidence moves, the saved brief calls itself stale before you rely on it.
LeadFamily Lawvia phone
Convert to ClientIntake BriefDraftNew evidence available⟳ Refresh from evidence
A permission-aware, evidence-linked working brief for Intake review. It does not predict outcome, case value, or acceptance. Version 3 · 24 source records
⚠ The saved Brief is stale. Refresh before relying on or reviewing this version. · Updated Lead profile · Updated Current Intake workflow posture
Why nowELEVATEDRead and respond →Capture snapshot
Secure note received from candidateNew candidate-originated Intake Vault activity requires staff acknowledgement.
grounded evidence · Snapshot v18 | Operational context: Firm capacity policy is not configured. Counts are workload context only and do not express candidate fit.
Executive snapshot
Dana Reyes is being evaluated for Family Law. 5 intake items still require attention. 1 current Intake document is linked. No Intake Journey is currently assigned.
Key facts
Potential case types: Family Law · Reported jurisdiction: Superior Court of Fulton County
Intake completeness88%
15 of 17 expected profile fields recorded.
Missing facts and documents
Conflict partiesResolve →
Spouse namesResolve →
Marriage dateResolve →
Separation dateResolve →
05 · Documented
Prospect documents live in the DMS from day one.
One DMS-backed workspace from first request through matter conversion: requirements that gate conversion, secure Intake Vault requests with delivery and receipt state, and a reviewed decision on exactly which versions enter the new matter.
Where documents live →LeadFamily Lawvia phone
Convert to ClientOne DMS-backed workspace from first request through Matter conversion.
Add requirementUpload documentsAdd from DMSSend secure requestCurrent intake
1Accepted
1/1Required outstanding
0Included in new matter
1Open requests
1RequirementsAdd requirement
What must be obtained and resolved before conversion — not properties of individual files.
Preview the exact DMS version, record a review decision, and choose what enters the new Matter.
📄 Financial_Disclosures_2026.pdf Ready and searchable
199.5 KB · Secure request upload · Added 8/3/2026 · Decision recorded by Maya Chen for the current version
☑ Include in new MatterPreview & reviewOpen in DMSLawyer-sent Intake Vault requests and delivery, verification, and receipt state.
Bank statements — last 12 monthsSentTo dana.reyes@mailbay.com · Delivery: sent · Not opened · expires 8/17/2026
06 · Retainered
The retainer runs on the same rail.
A secure payment request goes out from the firm's authenticated email; the candidate needs no account and enters card details only on Stripe. Delivery, checkout, settlement, and billing posture stay one continuous record through conversion — the retainer lands in trust, not in limbo.
The billing engine underneath →LeadFamily Lawvia phone
Convert to ClientThe request is sent from your authenticated EdgeMail address. The candidate needs no EdgeLex account and enters payment details only on Stripe.
Amount
2,500.00Purpose
Retainer / advance fee to trust ▾Recipient email
dana.reyes@mailbay.comWhat the payment is for
Intake retainerDelivery, checkout, settlement and EdgeBilling posture remain one continuous record through Matter conversion.
Intake retainer · $2,500.00PaidRequested 8/9 · settled to trust 8/10 · on the lead’s continuous record
07 · Journeyed
Client Intake Journeys orchestrate the whole front door.
The Journey Studio composes intake forms, document requests, EdgeMail messages, consultations, consent notices, signatures on frozen DMS versions, payments, and staff approvals into one versioned Journey — while each domain stays its own system of record. Drafts never change a published version; forms are pinned to an exact version before a Journey can run.
Visually orchestrate Forms, EdgeMail, DMS, Calendar, signatures, and EdgeBilling while preserving each domain as the system of record.
Open governed starterAdd a step — select where it belongs, then add. Connections remain editable.
Collect structured prospect information.
Route uploads into the Intake Vault and DMS.
Send from the authenticated firm identity.
Offer governed self-booking in the Intake Room.
Capture acceptance of a versioned notice.
Request a signature on a frozen DMS version.
Create a governed EdgeBilling payment request.
Require a human decision before continuing.
Ask the prospective client to complete a secure intake form.
Needs 2 details
ⓘ Select an intake form.
ⓘ Pin the selected form version.
What happens
Step name: Complete intake form
Select an active form… ▾08 · Governed
Even the cutover is governed.
A candidate without a Journey shows it plainly: a visible, governed state — not an error. Legacy intake workflow authority remains in place until the firm deliberately cuts over, and assignment requires an enabled engine, unpaused dispatch, and a published Journey. No silent migrations.
Manage leads, track pipeline, and convert clients
+ Quick IntakePipelineJourneysInboxEdgeFlow MonitorPublish at least one Journey before assigning candidates. Engine: on · Assignment rules: on · Journey Room: off · Legacy cutover: not performed
All candidates
Active journeys
Needs attention
Not assigned
Assigned
Completed
No Journey assigned · Unassigned · Lead
No Journey assigned · Unassigned · Lead
No Journey assigned · Unassigned · Lead
No Journey assigned · Unassigned · Lead
Page 1 of 1 · 13 candidates
Candidate journey
Margaret EllisonOpen candidate →
Practice area not set · Lead · Owner: Unassigned
This is a visible, governed state — not an error. Legacy Intake Workflow authority remains in place until the firm deliberately cuts over.
Assign published JourneyAssignment requires an enabled engine, unpaused dispatch, and at least one published Journey.
09 · Learned
Analytics that refuse to flatter.
The Learning Loop reads evidence from intake through matter outcomes — and states its posture: enough for bottlenecks and next actions, not for predictive conversion or capacity claims. Conversion rates are withheld below five candidates, and there is no legal-merit score and no automated acceptance decision, by design.
Evidence-grounded journey intelligence from Intake through governed Matter, billing, and recorded outcomes. No legal-merit score or automated acceptance decision.
⟳ Synchronize evidenceJourney population
134 converted · 2 declined
First-response evidence
11/13Median 2.4 hr
Source coverage
12/13Unknown remains explicit
Matter outcome coverage
4/44 linked converted Matters
🛡 Truthful learning posture — Current evidence is sufficient for operational bottlenecks and next-action guidance, but not for predictive conversion, economic value, or capacity claims. Rates remain withheld where cohorts are too small.
Assignment Required3 open1 overdue
New Inquiry2 open1 overdue
Document Review1 open
Conversion rates require at least five candidates; smaller cohorts retain exact counts without a misleading rate.
| Cohort | Cand. | Conv. | Rate | Median resp. |
|---|---|---|---|---|
| web form | 6 | 3 | 50% | 1.9 hr |
| phone | 4 | 1 | Withheld · n<5 | 2.8 hr |
| referral | 3 | 0 | Withheld · n<5 | 4.1 hr |
The difference
CRM power, law-firm conscience.
The pipeline, the automation, the analytics — everything a sales-grade CRM does, this does. What a CRM can’t do is check conflicts before saying hello, keep prospect documents under DMS governance, put the retainer in trust, and refuse to score legal merit. Intake here ends in a matter, not in a spreadsheet export.
What conversion creates →Conflicts first
AI party-mapping and conflict search run before engagement — with dispositions and diffs on the record.
Versioned Journeys
The front door is orchestrated by published, pinned Journeys — and even the legacy cutover is a deliberate act.
Truthful analytics
Rates withheld below five candidates; no legal-merit score; no automated acceptance. Ever.
Capabilities
What it does
Public intake forms, built visually
A form builder with field types, conditional logic, validation, and file upload — published as public hosted forms, so a prospect's story and documents arrive structured instead of buried in an email thread.
A real lead pipeline
Every inquiry lands in a CRM-style pipeline — new, contacted, qualified, converted — with source attribution, assignment, tags, and contact history, so nothing sits unanswered and you know which channels actually produce clients.
AI qualification with a score you can interrogate
Each lead is scored and classified: practice area, urgency, and confidence — with the reasoning attached, not a black-box number. High-urgency leads surface for review instead of waiting their turn in the queue.
The AI synopsis
Submitted documents are read, not just stored: the synopsis distills the working picture — key facts, risk signals, what's missing, recommended next actions, and the potential matter it should become — before an attorney spends a minute on the file.
Conflicts before engagement
Conflict-party detection runs against your clients, adverse parties, and related entities while the prospect is still a prospect — with judgment calls routed to a review queue, so the awkward conversation never happens after the engagement letter.
Consultation and retainer, on the same rail
Schedule the consultation with a prep task attached, then run the retainer through its own desk — requested, document prepared, signed, collected into trust — with reminders when it stalls.
One-click conversion to a matter
A qualified lead becomes a matter with fields pre-populated from intake and the submitted documents carried over — no re-keying, no lost attachments, full lineage from first click to open file.
Supervision built in
The dashboard shows where the pipeline is actually stuck: bottleneck stages, stale leads, missing conflict checks, unsigned retainers, and high-urgency leads nobody has reviewed — the questions a managing partner asks, answered by default.
In your control
Prospect data stays in your system from the first form submission, conflict checks run before engagement, and every stage change, contact, and conversion is logged to the lead's activity trail.
Related
Works with
Matters
Matter lifecycle, conflict checks, risk scoring, related-proceeding tracking, and a matter workspace the AI understands.
Clients
A client 360 with financial health, every communication, and AI Insights: lead scoring, case economics, and win probability — with the sources shown.
Billing & Trust
Time/expense capture, UTBMS coding, invoicing, trust accounting with reconciliation, retainers, and payment plans.
Lex AI & Agents
Lex isn't one application among many. It's the horizontal layer connecting matters, documents, email, messages, meetings, deadlines, and billing — grounded in your data, gated by your approvals.
See EdgeLex on your own terms.
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