First for legal practices

Build legal-practice apps around nonprivileged enquiries, matter references, document checklists and review ownership.

What you can build

From enquiry to practice-team review

Administrative intake and document requests need an owner while legal judgment remains with the qualified team.

Legal practice intake checklists
Reference
INT-064
Request
Initial consultation
Conflict screening
Pending
Legal practice intake checklists.
Keep new enquiries and administrative prerequisites ready for the practice team.
Client portal
Matter reference
ADM-018
Shared item
Appointment checklist
Client access
View only
Client portal.
Give clients one place to review work, ask questions and see the next step.
Document approval workflow
Document
Engagement form draft
Reviewer
Practice administrator
Version
2
Document approval workflow.
Keep each document version, review round and decision together.

Follow one enquiry through the handoff.

Elm Practice · Administration is a fictional example. Follow Enquiry LEG-018 through the decisions and exception that the team needs to resolve.

Elm Practice · AdministrationEnquiry LEG-018

Matter reference: Demo M-018

Matter reference: Demo M-018
Intake: Nonprivileged enquiry

Current stage · intake coordinator

Coordinator records a nonprivileged inquiry

Coordinator records a nonprivileged inquiry.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as legal practice intake checklists. Describe what you need, refine the app and review it before sharing it with your team.

Build an app for legal practice intake checklists.
Enquiry LEG-018
Matter reference
Demo M-018
Intake
Nonprivileged enquiry
Describe the app you need.
Start with one workflow, such as legal practice intake checklists. Describe the record and what your team needs to track.
Add a field for prerequisite.
Enquiry LEG-018
Prerequisite
Practice review pending
Coordinator
Intake desk
Refine it around your team.
Ask for the fields and views people need for the next handoff.
Enquiry LEG-018
Next action
Qualified team review
Engagement state
Not confirmed by example
Handled by
Practice administrator
Review, then publish.
Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for legal practices

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Legal practice intake checklists Client portal Document approval workflow

Related legal practices workflows

Contract management system Legal matter deadline checklist Data retention review register Contract obligation tracker Document management system Legal case management Conflict review intake

Make this workflow yours.

Use the app for intake and administrative tasks. Deadline authority, legal advice and professional decisions require qualified source review.

Build an operations app for legal practices. The primary user is a practice operations manager. Include these operating terms where relevant: inquiry intake, engagement status, conflict-check handoff, document request, matter reference, review status. The problem to solve: Administrative intake and document requests need an owner while legal judgment remains with the qualified team. Model these workflows: Capture nonprivileged intake enquiries.; Organize administrative client document requests.; Track internal document-review handoffs. Demonstrate this connected scenario using fictional data: Coordinator records a nonprivileged inquiry → administrator tracks engagement prerequisites → reviewer records the document checklist status → team confirms the next administrative action. Use the example Enquiry LEG-018 for Elm Practice · Administration: Matter reference: Demo M-018; Intake: Nonprivileged enquiry / Prerequisite: Practice review pending; Coordinator: Intake desk / Document checklist: One item outstanding; Reminder owner: Practice administrator / Next action: Qualified team review; Engagement state: Not confirmed by example. Provide views for Practice administrator, intake coordinator, document reviewer. Let me inspect and refine the first version through conversation. Keep existing-system integrations as explicitly unconnected placeholders until implemented and tested. Use nonprivileged synthetic records only in the trial. The page does not establish suitability for privileged material, conflict checking, legal advice or filing deadlines. Do not send messages, process payments or make consequential decisions automatically. Use synthetic records, and make access rules testable before any real-data rollout.

Questions about building for legal practices

Build an app for legal practices.

Start building

First for legal practices

From enquiry to practice-team review

Legal practice intake checklists.

Client portal.

Document approval workflow.

Follow one enquiry through the handoff.

Matter reference: Demo M-018

Describe it. Refine it. Publish it.

Describe the app you need.

Refine it around your team.

Review, then publish.

Workflows for legal practices

Related legal practices workflows

Make this workflow yours.

Questions about building for legal practices

Which legal practices workflow should I start with?

Does completing intake mean the firm has accepted the matter?

Build an app for legal practices.