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LEGAL INTAKE & ENGAGEMENT · Workflow idea

Keep attorney review between a draft and a client signature.

Organize qualified lead details, prepare the engagement letter from your firm’s approved template, and give the assigned attorney a clear approval step before it is sent to a client.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
A qualified engagement request
Produces
A tracked engagement status, a client-signed letter, and a matter record created after completion, with the responsible team notified.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A lead record with client details, matter context, and assigned attorney

“Prepare a draft engagement letter from the firm’s selected template, ask the assigned attorney to approve sending it, and open the matter only after the client has signed.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Finds or creates a client contact, prepares a draft letter for attorney review, tracks the signing process, and creates a matter after the completed signature is confirmed.

  1. Collect the qualified lead details

    Gather the client’s name, contact details, practice area, case context, and assigned attorney.

  2. Match the client contact

    Check for an existing client contact using the provided email and create a new contact only when no exact match is found.

  3. Prepare a draft engagement letter

    Use the firm’s selected letter template and supplied lead details to prepare a draft for the assigned attorney.

  4. Request attorney approval before sending

    Give the attorney a review link and keep the letter in draft until that attorney explicitly approves sending it.

  5. Track the client’s signing decision

    Record the letter status and wait for confirmation that the client has completed signing.

  6. Open the matter after completion

    After the completed signature is confirmed, create the matter, update the engagement record, and notify the responsible staff.

03 / The result

Something useful.
Something to build on.

A tracked engagement status, a client-signed letter, and a matter record created after completion, with the responsible team notified.

AmbactiWorkflow folio · 6 steps

Review engagement letters before client signing

Reviews & approvals · Example outcome

The handoff

A tracked engagement status, a client-signed letter, and a matter record created after completion, with the responsible team notified.

Keep in mind

The attorney must explicitly approve sending the letter. The client signs for themselves, and a matter is created only after the completed signing is confirmed. This process does not determine whether a firm should accept a client or provide legal advice.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Prepare the firm’s approved letter template

Choose the engagement letter template, signer role, and fields that should be filled from qualified lead details.

Assign attorney review responsibility

Set the assigned attorney and confirm that only their explicit approval can release a letter to the client.

Prepare the engagement tracker

Record review status, letter status, client contact, signature date, and resulting matter details in a restricted firm tracker.

Test approval and completion outcomes

Verify that an unapproved letter remains a draft and that matter creation happens only after completed signing is confirmed.

Put your next idea to work.

Start with your brief. Make the process your own.

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