§Lawyer Diary
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Clients & intake

Know the client. Check the conflict.

Intake has five short steps: who they are, whether you can act, your fees, the vakalatnama and the portal invite. After that, every message to the client is drafted for you and filed to the case.

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5intake steps from identity to portal invite
3channels: WhatsApp, SMS and e-mail
Opt-inneeded before any WhatsApp message goes out

Intake

Identity in six fields

Start with a few fields. You ask for identity proof and bank details only when something needs them.

Conflict check

Lawyer Diary looks for close name matches across clients, opposite parties, directors, related companies, prospects and restricted files. If it matches a former client, a partner must record that the former client gave written consent. Only then can intake go on.

Fee terms agreed up front

Choose per appearance, lump sum per stage, monthly retainer, hourly or mixed. Fees are recorded before work starts, so the first invoice is never a surprise.

Vakalatnama and portal invite

Make the vakalatnama from the file. The client e-signs it in the portal, and you invite them in the same step. Intake ends with the DPDP consent recorded: purposes, notice version, channel and how consent was taken.

Talking to the client

One-tap client update

Record the outcome and a message is drafted in the client's language, in Hindi if they prefer. You check it and send it.

WhatsApp, SMS and e-mail

WhatsApp has templates and needs the client's opt-in. Without opt-in the message goes by SMS, and the reason is shown. Delivery receipts give a delivery-rate figure on Today.

Everything filed

Every message, call and visit is filed to the case, not left on someone's personal phone. Whoever takes a call logs it, and witnesses are recorded.

Updates and notes kept apart

Client updates and privileged notes are different types of content. So a note can't be sent to a client by mistake.

Before they are clients

Corridor enquiries

Note a walk-in enquiry on your phone and set a follow-up. A report shows enquiries that didn't become clients and had no follow-up, so leads aren't lost.

Engagement checks

A compliance panel lists clients taken on without a consent record, and engagement letters not yet signed.

In practice

What this looks like on a real day

A walk-in already on the other side

A company asks you to act against a business linked to a director you represent.

What happensThe conflict check flags the link. The partner says no before any fees are discussed.

The client who only reads Hindi

The hearing is over and the update must go out.

What happensIt is drafted in Hindi, and the portal shows the same in Hindi. Nobody has to translate by hand.

A client who never opted in

The client hasn't agreed to WhatsApp messages.

What happensWhatsApp is blocked, so the update goes by SMS. The reason is shown on the message, so nobody wonders why.

Signing from another city

The client is travelling when the vakalatnama needs to be signed.

What happensThey open the portal invite, read it and sign by entering their password. The record keeps the time and address.

These are example stories. The names and matters are made up. The features are real.

By design

Built so that…

✓No WhatsApp message goes out without a recorded opt-in.
✓A client update can never include a privileged note.
✓Consent and the notice version are recorded at intake, not later.

Works with

Client portal →Money & billing →Team & access →

Used most by

Solo advocates →Chambers and firms →Family law →

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