Intake

Matters opened before conflicts clear?
Each step must clear first.

Take a prospective client from enquiry through conflict check, engagement letter and KYC to an open matter. Each step must clear before the next one opens, and the last one creates the client, matter, parties and KYC folder together.

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Use it for
  • Corporate mandates

    1 share purchase enquiryone open matter

    Conflict checkEngagement letterKYCMatter

  • Company KYC

    6 KYC documentsone verified checklist

    IncorporationPANBoard resolutionUBO

  • Engagement letters

    1 firm templatea signed letter

    ScopeFee termsResponsible lawyer

  • Declined work

    1 conflicted enquirya recorded decline

    ReasonFlagged in later checks

What Intake does.

Gated, in order

Conflict check, then engagement letter, then KYC. The status is worked out from what has actually happened, so an intake can’t show ready to open until all three pass.

Conflict check on submit

Submitting the enquiry searches the prospect and every adverse party, related party and opposing counsel across the firm’s records. Change a name later and the check runs again.

Engagement letter from a template

Generate the letter from your firm’s template, or the built-in standard Indian letter, with client, scope, fee terms and responsible lawyer filled in. Edit it before it goes.

E-sign or upload signed

Send the letter for e-signature through Contracts, or upload the copy the client signed on paper. Neither is possible until the conflict check has passed.

KYC checklist by client type

Individuals get identity, address, PAN and a PEP declaration; companies add incorporation, board resolution and beneficial ownership. Upload PDFs, images or Word files up to 20 MB each.

Verify or waive, with reasons

An item can be verified only once its document is uploaded, and waiving one needs a note. Record a low, medium or high risk rating for the client too.

One click opens the matter

Creates or reuses the client contact, then the matter with its fee terms, every party, a KYC folder holding the documents and signed letter, and the intake checklist with finished steps ticked.

Every enquiry on a board

See intakes by stage, from draft to ready to open, or as a list. The responsible lawyer is notified as each step clears.

Decline with a record

Decline or withdraw at any stage, with a reason. Declined prospects show up in later conflict checks.

How it works.

  1. 1
    Log the enquiryEnter the prospect, the proposed matter and fees, and every party on the other side.
  2. 2
    Clear the gatesThe conflict check runs on submit; then send the engagement letter and collect the KYC documents.
  3. 3
    Open the matterOne click creates the client, matter, parties, KYC folder and checklist.
New intake · Rao Capital LLP · Share acquisitionIntake · Rao Capital LLP · Step 3 of 3: KYCReady to open · Rao Capital LLP
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