Build a law firm intake and conflict check workflow

TL;DR

• A law firm loses clients when intake is slow or a consult is hard to book.
• An intake workflow captures the matter, runs a conflict check step, and books a consult.
• You build it in GoHighLevel and sell it to firms as a done-for-you intake system.

A law firm intake and conflict check workflow captures a new matter, screens for conflicts before the firm engages, and books a consultation. Slow or messy intake loses clients to the next firm. You build it in GoHighLevel with forms, a pipeline, and workflows, then sell it to firms. The platform starts at $97 per month. Always confirm the screening fits the firm own rules.

What is a law firm intake and conflict check workflow?

Intake is how a firm takes in a new potential client and their matter. A conflict check is the step that confirms the firm can ethically take the case before anyone gives advice. The workflow captures the matter details, routes them through a conflict check, and books a consultation only once the matter clears.

The system speeds up intake and keeps the conflict check from slipping. It does not replace a lawyer judgment. The firm always reviews and approves before engaging.

How do you build the intake workflow in GoHighLevel?

1. Build the intake form. Capture the matter type, the parties involved, the opposing parties, and contact details, so the firm has what it needs to screen.
2. Create an intake pipeline. Use stages like New Inquiry, Conflict Check, Cleared, Consult Booked, and Engaged, so the firm sees every matter status.
3. Route to conflict check. When a matter comes in, hold it at the Conflict Check stage and notify the right person to screen the parties against existing clients.
4. Gate the consult. Only after a human clears the conflict check does the workflow send the consult booking link, so no advice happens before screening.
5. Book and confirm. Connect the booking link to the calendar, then send confirmation and reminder messages to cut no-shows.
6. Follow up the no-replies. Drip a few reminders to inquiries that stall, so a real matter does not go cold.

Which GoHighLevel tools do you use?

• Forms for the intake details and the parties involved.
• Pipelines and opportunities to track each matter from inquiry to engaged.
• Workflows to route the conflict check, gate the consult, and follow up.
• Calendars for the consultation booking, with reminders.
• A reusable snapshot to deploy the intake system for the next firm fast.

The conflict check stage should always require a human to confirm. The workflow organizes the step and the notifications, but the firm makes the call.

What should you charge a law firm?

A single engaged matter can be worth thousands in fees, so a faster intake that books more consults pays for itself quickly. Price to the booked consults and engaged matters, not to your hours.

• Setup fee: a one-time build of the intake forms, pipeline, and workflows.
• Monthly retainer: a flat fee to host, monitor, and adjust the intake system.
• Usage markup: GoHighLevel bills SMS, email, and AI by usage, which you rebill with a margin.

Your base cost is the GoHighLevel plan: $97 per month for Starter, $297 per month for Unlimited, and $497 per month for Pro. See the pricing breakdown.

What are the common mistakes?

• Booking the consult before the conflict check clears, which creates ethics risk.
• Automating the conflict decision itself. A human must confirm it every time.
• A bloated intake form that scares off real clients. Ask only what screening needs.
• No status visibility, so matters stall at conflict check with nobody owning the step.
• Slow first reply. A potential client who waits hires the firm that answered first.

Frequently asked questions

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