Prospective client
Submit an inquiry through a consistent intake form, and get a clear next step.
A law firm qualifies new client inquiries through a phone screening that different intake staff handle inconsistently, so some conflicts of interest slip through and some good-fit clients get lost in follow-up delays. Build a consistent, gated intake process.
If a conflict check depends on whichever intake staffer happens to remember to run it, some inquiries will slip through without one. That's a risk no firm wants to carry, and it's entirely preventable with a required step in the workflow.
Make the conflict check a required gate before a consultation can be scheduled, not an optional step someone might skip.
Submit an inquiry through a consistent intake form, and get a clear next step.
Process inquiries through qualification and conflict checks the same way every time.
Review qualified, conflict-cleared inquiries before consultation.
Inquiries, qualification responses, conflict checks, consultations, engagement letters.
A conflict-check requirement before consultation, follow-up reminders on qualified inquiries, and engagement-letter tracking.
E-signature, email notifications, and calendar sync. See supported integrations.
Practice-area-specific qualification questions, and conflict-check rules.
Roles and permissions you define, on infrastructure P2HS secures and audits. See security & compliance.
Deploy as a securely hosted application on your own domain. See hosting & domains.
Connect GitHub and keep developing the application yourself. See how code ownership works.
Law firms that want a consistent, conflict-checked intake process instead of one that varies by staff member.
It gates the workflow on a completed conflict check. The check itself follows your firm's existing conflict-check process or database.
The client moves into legal case management for the ongoing matter.
See how legal client intake fits into the wider P2HS platform.
Describe the workflow. Review the foundation. Launch it on your own domain.