The Intake Clerk
Takes a new prospect from first inquiry to a drafted engagement that a partner approves.
The work it kills
- typing the same prospect details into three systems
- sending an engagement letter with last year's fee schedule
- running the conflict check after the handshake
A prospect email or form submission starts the workflow. The agent records the entity, requested work, and timeline, then opens a tracked intake.
The agent runs entity verification and conflict checks before drafting begins. A failed check stops the workflow and gives your team the reason.
The prospect receives a structured request for the entity documents, prior returns, and system details the engagement needs. Their answers go into the intake file.
The agent drafts the engagement letter from your templates and fee schedule. It marks every deviation so the partner can review it directly.
Nothing leaves the firm without partner approval. The partner sees the full letter with every difference from the template marked, then approves, edits, or declines the engagement. This gate stays in place at every volume.
After approval, the letter goes out for e-signature. The same data sets up the portal, tasks, and billing, so staff do not retype it or miss a setup step.
The partner sees the full draft with every difference from your template marked, including added scope, the fee against your schedule, and payment terms. One click approves the letter and sends it for e-signature. Edits go into the letter directly. A decline closes the intake after the partner reviews the note.
decline closes the intake · the agent sends nothing without approval
Illustrative acceptance targets
Planning examples, not client results. Your audit sets the exact targets. See how we measure.
What this agent will never do
- Quote a fee outside your schedule.
- Accept a client.
- Skip the conflict check.
Common questions
Can the Intake Clerk accept a client on its own?
No. The partner decides whether to accept the client, approve the letter, and set the fee. The agent prepares the intake for that decision.
What if the drafted letter deviates from our template?
The checkpoint view marks every deviation. The partner sees what changed and why before approving, editing, or declining the engagement.
Does it work with our e-signature and billing tools?
The build connects to your existing e-signature, portal, and billing systems. Before the build starts, the audit confirms the integration path.
Start with the number, not the build.
The Profitable Line Audit tells you what this workflow costs you today and whether The Intake Clerk clears the bar at your firm. $4,500, two weeks, credited toward any build.
Book the Profitable Line Audit