Taskingos App Store
Legal Client Intake CRM
Track prospective clients, matters, conflict checks, consults, retainers, and next steps.
Built for operators
Launch the workflow first, then refine it around your team.
A legal intake starter for small firms coordinating client qualification, consultations, engagement steps, and matter handoff.
Keep Prospective Clients and follow-up work in one view.
A legal intake starter for small firms coordinating client qualification, consultations, engagement steps, and matter handoff.
01Give every handoff an owner and a next step.
Make every intake accountable
02Use New Intakes to catch stuck work early.
Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.
03Portal-lite included
Give clients a clean place to send information back.
This app installs with a configurable portal for secure account access, public forms, requested uploads, status views, and account-scoped records. Admins can decide which internal records, fields, forms, and files appear outside the workspace.
Forms and uploads flow into the installed app with mapping back to records.
Only approved fields, statuses, pages, and files are visible to the signed-in portal user.
Workspace admins tune portal labels, accent color, email subjects, modules, and data scope.
What installs
A ready operating system, not a blank template.
Install the starter and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.
01
The shared source of truth
Records
Give the team clean places to keep the operational details that drive the workflow.- Prospective Clients
- Matters
- Consultations
- Conflict Checks
02
The process your team follows
Workflows
Move work through visible stages with owners, timing, and follow-up queues.- Intake Review
- Conflict Check
- Consult Scheduled
- Retainer Follow Up
03
The views operators check
Reports
Surface open work, stuck follow-ups, aging queues, and the next priorities.- New Intakes
- Consultations Due
- Retainers Awaiting Signature
04
The handoffs around the app
Integrations
Connect the starter to the tools your team already uses for communication and files.- Google Workspace
- Slack
How it works
Start from a complete app, then make it feel native to your business.
Install the starter, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.
Intake Review
Start with the core information your team needs, then adjust fields and required handoffs for Legal Client Intake CRM.
Conflict Check
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Consult Scheduled
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Retainer Follow Up
Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.
Operator customization
Ask the operator to shape this app around your exact business.
The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.
- Make every intake accountable
- Track consult and retainer follow-up
- Keep matter readiness visible
Customize this legal intake CRM with prospective clients, matter types, consult tasks, conflict check status, and retainer follow-up.
Use this app as your starting system.
Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.