SaaS for services

Legal Intake Portal

Branded intake forms, conflict checks, matter triage, and engagement-letter automation for small law firms — replaces the email back-and-forth that loses new clients.

Full planning bundle — BRAND, MRD, BRD, PRD, DESIGN
Branded styleguide — typography, color, components
4 previewable mockups

Cloning copies the full plan into a new project you own — edit it freely.

Inside the bundle

Styleguide and mockups

A look at the brand palette and screen-level mockups that ship with this plan. Cloning copies all of them into your project.

Mockups

Style guide

Styleguide

What this blueprint gives you

The new-client funnel for a small law firm, built around what actually has to happen before “you’re our client”: a clean intake form, a conflict check against existing matters, a triage decision, an engagement letter that gets signed, and a first payment. One branded URL the firm can hand out instead of a forwarded email thread.

Five planning documents (BRAND, MRD, BRD, PRD, DESIGN) at senior-team depth covering the intake form builder, conflict checking, triage, document automation, eSignature, and the privileged data handling that legal work demands.

Group

Local business

Preview the plan

Each blueprint includes the senior-level planning files. These cards show the opening text before you clone the full bundle.

Brand Guidelines Document

BRAND.md

Preview

BRAND — Legal Intake Portal One line A branded intake door for the firm — clean form, conflict check, signed engagement letter, retainer paid — without the email thread. Who it speaks to Solo and small firm attorneys — 1 to 25 lawyers — practicing family, estate, immigration, personal injury, employment, small business, or other consumer facing work. They take inquiries via phone, web form, referral, and Google ads, and the first 24 hours of triage decide whether the prospect becomes a client. T

Design Specification Document

DESIGN.md

Preview

DESIGN — Legal Intake Portal Information architecture Public portal (firm branded): Landing → practice area picker → intake form → confirmation. Optional status page for the prospect post submission. Firm app: Inbox (new prospects), Triage queue, Matters (accepted), Engagement letters, Documents, People (clients + parties), Conflict check log, Reports, Settings (firm, brand, forms, templates, integrations, users). Client portal (post signing): Status, Documents, Pay outstanding amounts (out of s

Market Requirements Document

MRD.md

Preview

MRD — Legal Intake Portal The problem A small law firm gets a Google call, a contact form submission, and a referral text in the same hour. The information is incomplete. Someone has to call the prospect back, ask the same five questions a paralegal already asked yesterday, then chase a Word doc engagement letter through Gmail and DocuSign, hope the retainer hits the trust account, and try to remember to run a conflict check somewhere in the middle. A meaningful percentage of qualified prospects

Business Requirements Document

BRD.md

Preview

BRD — Legal Intake Portal Business outcomes 1. Conversion from prospect to retained client. The headline metric. Tighter intake + faster decisions + lower friction at signing = more retained matters from the same top of funnel. 2. Time to decision. Hours from prospect submit to attorney accept/decline/refer. Drives client experience and competitive win rate vs. the firm down the street. 3. Conflict check discipline. % of triaged matters with a documented conflict check. Trends toward 100%; an un

Product Requirements Document

PRD.md

Preview

PRD — Legal Intake Portal Phase 0 — Firm, people, brand Auth + roles: owner (firm admin), attorney , intake (paralegal/VA), billing , read only . Firm setup: practice areas enabled, jurisdictions, hours, time zone, default attorney for new matters. Branding: logo, colors, voice, custom subdomain (firmname.intakeportal.app) with optional custom domain. Existing data import: matters + parties + clients via CSV (used for conflict checks); Clio import where present. Acceptance: a firm signs up, sets