Legal services workflow for Tallyfy

Onboard legal clients without missing compliance steps

One overlooked conflict connection can tank an entire matter. This workflow ensures proper conflict checks, engagement letter execution, trust account setup, and document collection before substantive work begins.

7 steps
3 automations
Import into Tallyfy Preview steps
Professional Services Legal Services

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign intake staff, attorneys, and billing coordinators to their respective onboarding steps
2
Run the conflict check step first in Tallyfy, capturing client name, related parties, and adverse parties before any other work proceeds
3
Track engagement letters, matter setup, trust deposits, and communication preferences in Tallyfy with full audit trail for bar compliance
Import this template into Tallyfy

Process steps

1

Run conflict check

1 day from previous step
task
Form fields in this step
Client name (individual or entity) *
Related parties to check *
Known adverse parties *
Conflict check result *
Conflict check notes
2

Prepare and send engagement letter

1 day from previous step
task
Form fields in this step
Practice area *
Fee arrangement *
Initial retainer or flat fee amount *
Engagement letter status *
3

Set up matter in system

1 day from previous step
task
Form fields in this step
Matter number assigned *
Brief matter description *
Responsible attorney *
Billing attorney (if different)
Matter type for reporting *
4

Collect client documents

1 day from previous step
task
Form fields in this step
Documents requested from client *
Documents received *
Documents still outstanding
How were documents uploaded? *
5

Set up trust account (if applicable)

1 day from previous step
task
Form fields in this step
Trust account needed for this matter? *
Trust deposit amount
Date deposited
Client notified of deposit? *
6

Establish communication preferences

1 day from previous step
task
Form fields in this step
Primary contact method *
Best times to reach client *
Any contact restrictions?
Others authorized to receive case information
7

Conduct initial strategy session

1 day from previous step
task
Form fields in this step
Strategy session date *
Client objectives and priorities *
Critical deadlines (statute of limitations, filing deadlines, etc.) *
Realistic outcome expectations discussed? *
Agreed next steps *

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