Intake

The Intake tab is the opening checklist for a case: clear conflicts, capture the client’s account, and generate the opening paperwork. It’s organized as five sections that build on each other — several stay locked until the step before them is done.

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Conflict of Interest Check

The first section runs your conflict check against the parties on the case. You can run the check, mark it cleared, or — if you need to proceed anyway — override the gate, which records a required reason in the audit trail. Results show either no conflicts found (with a count of parties checked) or a list of potential matches with a match percentage and flags for adversarial or existing-client hits. This check gates the rest of intake.

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Intake Questionnaire

This is the structured record of the client’s account, covering five areas: Accident Details, Injuries, Insurance, Prior Claims, and Referral. You begin it, fill it in, and mark it Reviewed & Complete when it’s done (you can unlock it again later if needed). It captures the things a PI case turns on — how the accident happened, which body parts were injured, who’s been treating, the insurance on both sides, and how the client found you.

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Opening Documents

Once the conflict check is cleared, this grid unlocks. It tracks the core opening papers and moves each through a lifecycle — Generate, Mark as Sent, Mark as Signed, and attach the signed copy:

• Retainer / Contingency Fee Agreement
• Letter of Representation — stays locked until the retainer is signed, since it shouldn’t precede it.
• HIPAA Authorization — a blank, fill-by-hand form (per-provider HIPAA lives on the Medical tab).
• Notice to Preserve Evidence — the spoliation / litigation-hold letter.

For each, you can also download a blank version. If your firm hasn’t uploaded a template for a document, the app tells you where to add one (Firm → Document Templates).

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Early Case Documents

A second document grid covers investigation paperwork — a police/incident report request, a lost-wage verification form, and a prior-claims-history request — each moving from Generate to Sent to Received, with the received copy attached.

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Portal Intake Readiness

The final section is a readiness check for sending the client a portal intake link: the invite must be sent, the questionnaire marked complete, and the retainer signed. Each item links to where you’d satisfy it.

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Where Cases Actually Get Created

One important distinction: a brand-new lead is worked up and converted into a case from the Intakes area (the pre-case lead page), not from this tab. That’s where the questionnaire link is sent to a client and where Convert to Case lives. When a lead converts, it carries its client, date of loss, incident details, SOL date, team, referral, carriers, providers, and witnesses straight into the new case. This Intake tab is the same checklist after the case exists.