Client matter intake
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
The process of adding a new client or new business requires collecting a variety of data points about the client, stakeholders, and case. This process can be complicated if different departments need to provide or use information collected to set up new clients/matters.
Form
In a different version of the form, we added an additional section for the conflicts group. This section could also be shown/hid based on form logic within one form.
Process
