WORKFLOWS FOR LEGAL PRACTICES
Connect the steps from first inquiry to signed engagement.
WicketCurrent configures workflows around the business tools a firm already uses. A carefully scoped intake path can coordinate information, review, routing, documents, and signatures while keeping firm decisions with the people responsible for them.
Discuss a legal intake workflowA PRACTICAL EXAMPLE
Make the handoffs visible.
The supplied research proposal describes this multi-step intake sequence [1]. A firm could explore each handoff in the tools it already has, with a clear owner for every review and decision.
- 01
Capture the inquiry
An existing website form or shared inbox can start a consistent intake record with the contact and matter details the firm chooses to collect.
- 02
Pause for conflict review
The details can be prepared for the firm’s established conflict-check process and assigned to the right reviewer. A person at the firm evaluates and clears the result.
- 03
Route to an attorney
After the firm’s review, routing rules can direct the inquiry to a team or attorney based on the firm’s own matter categories and assignment process.
- 04
Prepare engagement documents
If the firm decides to proceed, approved information can be carried into its existing engagement document template for staff or attorney review.
- 05
Request a signature
A prepared document can be sent through the firm’s chosen e-signature tool, with a status update routed to the person responsible for the next step.
KEEP THE FIRM’S TOOLSET
Start with what is already in place.
The right setup depends on the firm’s current systems, permissions, and supported interfaces. WicketCurrent first maps the existing process, then scopes which handoffs can be configured. No particular product connection is assumed here.
TOOLS A FIRM MAY ALREADY USE
- Website intake form or shared inbox
- Practice or matter management system
- Approved engagement document template
- E-signature service and team notifications
These are tool categories for discussion, not confirmed integrations or a promise that every system can be connected.
HUMAN REVIEW STAYS EXPLICIT
Automation can move information. The firm makes the call.
Conflict clearance, whether to accept a matter, legal judgment, and the terms of an engagement remain firm decisions. A workflow can make the review owner and next step easier to see; it does not replace professional review.
START WITH YOUR CURRENT PROCESS