Client intake is where risk management starts: conflict checks, limitation periods, engagement terms. This checklist structures it before any substantive conversation happens.
Client full legal name and contact details
Individual or entity (name, type, registration)
General nature of the matter
Opposing / related parties (for conflict check)
Pending deadlines, court dates, limitation periods
Run conflict checks before any substantive discussion.
Ask about limitation periods and court dates explicitly.
No engagement letter, no work — automate the reminder.
Send it as one smart link — and stop chasing
Chasely turns this checklist into a client-facing page and follows up automatically until every item is done. Your client needs no account. $9/mo, 14 days free.