# Client Intake Form Review: A Ready Consult Prep Note

Source: https://maito.app/workflows/prepare-for-a-new-client-consultation

When a consultation is booked, Maito checks the intake form, builds a sourced timeline, lists missing fields and queues the conflict review in Slack.

Before an initial consultation, Maito collects the facts, drafts a sourced timeline and sends conflict review to the lawyer.

[Legal](https://maito.app/workflows/team/legal) · [Law firms](https://maito.app/workflows/industry/law-firms) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Gmail
-   Microsoft 365
-   Superhuman Mail
-   Notion
-   [Confluence](https://maito.app/workflows/tool/confluence)
-   Box

## How do you prepare for a new client consultation?

To prepare for a new client consultation, point Maito at the booking event. It reads the intake form and the client's emails, drafts a short timeline from facts the client supplied, lists missing fields, flags conflicting dates and queues the names for conflict review. The attorney gets one prep note before the call.

## How it's done today

Intake forms arrive half-filled and the lawyer rebuilds the timeline.

## What Maito does

1.  Check the intake for missing fields
2.  Draft a chronology from supplied facts with sources
3.  Send names to conflict review
4.  Prepare a request for missing information

## Example

Loop run: Consultation booked · Thu Oct 22, 2:00 PM

**Maito** (10:05 AM):

Prep for Daniel Cho, Thursday 2:00 PM (employment matter, referred by Pruitt).

**Intake:** 7 of 10 fields. Missing: employer's full legal name, whether he signed any agreement, pay records.

**Timeline, as supplied**  
• Mar 3, 2025: hired as operations manager (form)  
• Aug 14, 2026: raised overtime pay concern (his email)  
• Sep 30, 2026: terminated (form)

**Catch:** his email to us says he was told on Sep 26, not Sep 30. Dates matter, so please ask him.

Names sent to conflict review: Initech Corp and Peter Gibbons.

**Claire** (10:14 AM):

Draft a request for the missing items. I'll review before it goes.

**Maito** (10:15 AM):

Draft ready for your review. It asks for the employer name, any signed agreement, recent pay stubs and the date he was first told. No legal advice in it.

## How to set it up

When something happens Prepare for a new client consultation

Ask your agent

“When a consultation is booked, check the intake form, draft a short timeline from what the client supplied, list missing fields and queue conflict review. Post in #intake for Claire.”

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Connect docs

-   Notion
-   Confluence
-   Box

Use forms

-   Typeform
-   Tally

No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.

Use practice management software

-   Clio
-   Dentrix
-   Jane

No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It can't verify what the client wrote. If two sources disagree, it flags the difference and leaves the question to the attorney.

## Questions

### Does it give legal advice?

No. It only organizes what the client supplied and cites where each fact came from. The attorney does the legal analysis.

### Can it ask the client for the missing items?

It drafts the request and waits for the attorney's review before anything goes out by email.

### Which tools does it use?

Email through Gmail, Microsoft 365 or Superhuman Mail, and docs in Notion, Confluence or Box. Forms and practice management software work through a skill.

## More legal workflows

-   [First pass on a contract Get the risky clauses flagged against your standard terms before legal reads it. Legal · When you ask Works with Box.](https://maito.app/workflows/first-pass-on-a-contract)
-   [Sort incoming NDAs Standard NDAs get approved fast; unusual ones go to legal. Legal · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/sort-incoming-ndas)
-   [Answer "can we do this?" from approved guidance Teams get legal answers from your approved policies, with a lawyer on hard ones. Legal · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-can-we-do-this-from-approved-guidance)
-   [Draft from approved templates Get a first draft of an agreement from your approved templates and clauses. Legal · When you ask Works with Box.](https://maito.app/workflows/draft-from-approved-templates)
-   [Track contract dates Know when contracts renew, expire or need notice. Legal · On a schedule Works with Box.](https://maito.app/workflows/track-contract-dates)
-   [Summarize a long agreement Get the key terms of a long agreement on one page. Legal · When you ask Works with Box.](https://maito.app/workflows/summarize-a-long-agreement)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fprepare-for-a-new-client-consultation)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)