Client Matter Intake Form

Legal Technology

Multi-step wizard with conflict check, engagement letter generation, and approval workflow for new client and matter onboarding.

Complex 4 Critical Rules Demonstrated

Regulatory Context

Client intake must comply with ABA Model Rule 1.7 (Conflict of Interest) and 1.18 (Duties to Prospective Clients). Proper conflict checking is mandatory.

Critical Rules Demonstrated

Standard vs Enhanced Treatment

Standard

1 2 3 4

Enhanced

1 2 3 4

Live Example

New Matter Intake

Client Info

Conflict Check

Matter Details

Approval

Step 2: Conflict Check

Review potential conflicts before proceeding with the engagement.

Running conflict search...

0 Direct Conflicts

2 Potential Conflicts

5 Related Matters

Potential Conflicts Requiring Review

Potential Conflict Found in M-2023-0456

Party Match: Johnson Corp appears as adverse party in prior matter

Smith v. Johnson Corp (2023) - Settled, No ongoing representation

No conflict - Different entity Waiver obtained Escalate to Ethics Partner

Related Matter Found in M-2024-0123

Party Match: Smith Industries - Shared beneficial owner

Current active representation - Commercial transaction

Reviewed - No conflict

I have reviewed all potential conflicts and confirm that either (a) no conflicts exist, (b) appropriate waivers have been obtained, or (c) matters have been escalated for review.

Brand Rules Applied

A11Y-001: Step progress has both visual indicators and text labels, form controls are properly labeled
ICON-001: All icons use outlined style - checkmarks, arrows, info icons all use stroke
COLOR-001: Warning badges use Navy text on Citrus, status indicators don't rely on color alone
TYPO-001: Step headings maintain proper hierarchy, attestation text is readable

Code Example

<!-- Step indicator with text and visual - A11Y-001 -->
<div class="step-item complete">
  <div class="step-circle">
    <!-- Outlined checkmark - ICON-001 -->
    <svg fill="none" stroke="currentColor" stroke-width="2">
      <polyline points="20 6 9 17 4 12"/>
    </svg>
  </div>
  <span class="step-label">Client Info</span>
</div>

<!-- Warning with text label - COLOR-001, A11Y-001 -->
<span class="conflict-type warning">Potential Conflict</span>