Case Intake
Attorney case intake.
A structured, secure first step for legal inquiries. Provide the case outline and parties so conflicts can be checked before anything confidential changes hands.
01
Submit intake
Case type, parties, and timeline — no confidential material.
02
Conflict check & engagement
Conflicts are screened and an engagement agreement is put in place.
03
Secure document transfer
Once engaged, your firm receives an access code for the secure upload page — no email attachments.
Do not include PHI or privileged material
This form is for conflict checking and scoping only. Do not include protected health information, medical records, or privileged case details. Once conflicts are cleared and an engagement agreement is in place, a secure transfer method will be arranged for documents.