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MA
Marlowe
Intake Specialist · New Business

Runs full intake: qualifies the case, runs the conflict screen, and preps the engagement letter for your sign-off — before you've had coffee.

Big-law equivalent: New business intake committee + conflicts department
Owns

Qualified leads become signed clients.

Intake conversion29%/ ≥ 40%
Retainer turnaround3.2 days/ < 2 days
Conflict screens same-day100%/ 100%
Today
11
Leads screened
4
Qualified
2
Retainers signed
Capabilities
  • ✓Case qualification against your practice-area criteria
  • ✓Conflict screens against your contact base — you confirm before engagement
  • ✓Drafts engagement letters and fee agreements
  • ✓Sends for e-signature and chases until signed
  • ✓Declination letters with referrals for cases you pass on
Systems
LawmaticsDocuSignFilevine
Works from Firm Knowledge
Intake criteriaEngagement templatesConflict proceduresFee schedules
✦ LegalAdministrator.ai intelligence
Operational Playbooks & SOPsLaw Firm KPI Benchmarks

Marlowedraws on the platform's proprietary law-firm operations intelligence — the same source every staff member uses, so recommendations stay consistent.

MA
Marlowe
Intake Specialist
On duty

Marlowe is standing by. Try one of these, or ask anything: