A prospect fills out a form — then someone re-keys it, checks conflicts from memory, and drafts a summary by hand.

Scenario: Rivet & Cole LLP (fictional) · small litigation firm

Capability demonstration · Fictional data

Step 1 of 6

Interactive example with fictional data. No live vendor accounts are connected here. For your business, we confirm software access and supported actions before building the workflow.

Today, Rivet & Cole runs onWebsite formOutlookClioConflicts spreadsheetCalendly

Prospective client

Rivet & Cole LLP · new client

Tell us what happened

What kind of matter?Contract dispute

What happened?Vendor missed a delivery deadline; contract in hand.

Who is the other party?Delgado Supply Co.

contract.pdf

Confidential. Share only what you’re comfortable sending at this stage.

Rivet & Cole

New inquiries

Waiting for inquiries

NEWNorthline Mechanical · contract dispute

Other party: Delgado Supply Co.
Document: contract.pdf
Came from: Website intake

Conflict check · a person clears every match

Northline Mechanical no match
Delgado Supply Co.possible match: Delgado Supply LLC (2023)

Draft brief · for Dana Cole

Draft — not a decision

Facts: Vendor missed a delivery deadline; signed contract provided.
Sources: contract.pdf (client) · intake answers
Missing: Dates of correspondence; any notice sent to the vendor.

This month · 14 inquiries

Contract disputes8 of 9 became matters2 days to consult
Everything else1 of 5 became a matter9 days to consult
Declined on conflicts2 — before anyone billed an hourcaught at intake

Clio can list matters. Knowing which kind of inquiry is worth answering first — and what it cost to answer the rest — comes from the intake records you already collected.

Matter opened in Clio · consult Thu 10:00brief attached

Without this, so far · illustrative

0 retypes0 calls~0 min

Nothing yet — the request hasn't come in.

1Inquiry sent
2Conflict check
3Human review
4Attorney decides
5Consult booked
6What the firm keeps saying yes to

Prospective client: Send inquiry.

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