---
title: "Client matter intake"
canonical_url: "https://www.nutrient.io/guides/workflow-automation/workflow-templates/legal/client-matter-intake/"
md_url: "https://www.nutrient.io/guides/workflow-automation/workflow-templates/legal/client-matter-intake.md"
last_updated: "2026-05-30T02:20:01.465Z"
description: "Simplify your client onboarding by downloading our customizable JSON process template for Nutrient. This comprehensive guide includes essential data collection points for clients, stakeholders, and cases, ensuring all departments are aligned."
---

# 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](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-importing.md).

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.
---

## Related pages

- [Contract review and approval process](/guides/workflow-automation/workflow-templates/legal/contract-review-and-approval-process.md)
- [Legal](/guides/workflow-automation/workflow-templates/legal.md)
- [Employee non-disclosure agreement (NDA)](/guides/workflow-automation/workflow-templates/legal/employee-non-disclosure-agreement-nda.md)