Client Intake & Engagement Pack

Intake form, scope letter and engagement terms, with a conflict check.

$29

What it does

Open new matters cleanly. An intake form captures the essentials, the scope letter defines what is in and out, and the engagement terms cover fees, confidentiality, conflicts, termination and liability. Start from a sensible baseline and edit once, then reuse.

What's inside

A full PDF guide (how to open a matter)
Intake workbook (intake, conflict check, fee estimate)
Scope-of-engagement letter
Engagement terms (fees, confidentiality, conflicts, liability)

Instant download

Files are delivered straight after payment. Yours to use in your own and your clients' work. Not for resale. Read the terms.