Client Intake → Document Generation → Case Management Setup

Create a comprehensive intake form covering legal issue details, timeline, budget, contact preferences, and document collection. Use conditional logic to show relevant questions based on practice area (family law, corporate, litigation, etc.).

Use the intake data to prompt ChatGPT to create engagement letters, fee agreements, and case summaries tailored to the specific legal matter. Include standard clauses while customizing terms, scope, and timeline based on client responses.

Create a new matter in Clio using the intake information. Set up the client profile, matter details, billing arrangements, and document folders. Upload the generated documents and establish the initial task list and deadlines.

Send the client a Calendly link for their initial consultation, with calendar events automatically syncing to Clio. Set up automated email sequences for document requests, retainer payment reminders, and case status updates.