Free tool for solo and small-firm lawyers

Client Intake & Engagement Letter Builder

Pick the practice area and fee structure. Get a full intake checklist and a ready-to-review engagement letter in two minutes. No account. No subscription. Works offline.

Firm settings

Saved in this browser. Set once, reuse for every matter.

Matter setup

Practice area
Fee structure

Scope of representation

Starts from a standard paragraph for the practice area. Edit it to fit this matter.

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Your Firm Name

New Matter Intake Checklist