NEW · Free contract-review checklist with a worked example — read it
New matters

Client Intake & Engagement Pack

Intake form, scope letter and engagement terms, with a conflict check.

$29
Buy · $29 Get the free handbook

Instant download after payment · PDF guide + working files + licence.

What's inside
  • 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)

What it does

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.

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