PracticePanther Client Intake Workflow Template

This template serves as the foundation for your client intake workflow. You have the freedom to tailor and personalize task names, event details, due dates, access roles, set conditional tasks, and much more.

Rene Cheng
13 steps
26 seconds

Practicepanther

Navigate to [https://app.practicepanther.com/Workflow/Create](https://app.practicepanther.com/Workflow/Create)

Type in "Client Intake Workflow" as the workflow name.

Under this dropdown menu, choose if you want to make this workflow private or share it with all users in your PracticePanther Account.

Name the Event Subject as "Lead Created in PracticePanther," this is the kickoff event for this workflow.

Task 1: Send Intake Form

Moving forward, we will schedule all tasks to initiate one business day AFTER the due date of the preceding task. **For example, Task 1 will automatically start one business day after a lead is created in PracticePanther.**

Task 2: Review the Intake Form

Task 3: Generate Letter of Engagement

Task 4: Send Letter of Engagement

Task 5: Request Retainer

Task 6: Create Matter

Task 7: Start working!

After you've configured your client intake workflow, take a moment to review all the settings to ensure accuracy, and then click "Save" to activate it. \ \ From here on out, you can sit back and relax, allowing this workflow to perform its tasks effortlessly!