Skill

legalcode-client-intake-workflow

Guide law firms through a structured client intake process from initial contact through engagement. Use when onboarding a new client, conducting conflict of interest checks, performing KYC/AML due diligence, preparing engagement letters, or setting up a new matter. Covers conflict screening, client qualification, risk assessment, fee structures, engagement letter drafting, and matter file setup. Jurisdiction-agnostic with localization markers for ABA Model Rules (US), SRA requirements (UK), and other bar regulations. Integrates with legalcode-conflict-check and legalcode-matter-triage-workflow for comprehensive intake workflows.