Client Intake & Engagement Pack
$29
One-time purchase · instant download · yours to keep
Client Intake & Engagement Pack
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.
Files open, calculate and zoom. Members get the full library · FAQs.
Made for busy teams
Intake form, scope letter and engagement terms, with a conflict check.
The outcome
A working set of files you can use today.
Everything in the pack.
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)
Payment to files in three steps.
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Download instantly
Your files appear in your dashboard (/account) straight away, and a receipt is emailed.
Use them anywhere
Open in Excel, Google Sheets or Notion. Edit, calculate and share within your team.
Client Intake & Engagement Pack — $29
Intake form, scope letter and engagement terms, with a conflict check.
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