For Legal & Intake

Close the gap between consultation and engagement

The space between a verbal consultation and a signed engagement letter is where fee disputes are born. ClarAccord closes it with receipt-based confirmation.

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68%

Fewer fee disputes when scope is confirmed at the point of agreement

92%

Client intake completion rate

3.1 days

Average intake-to-engagement time eliminated

The problem

Consultation-to-engagement gap

A prospect describes their matter over the phone. You quote a fee range. They say 'sounds good.' By the time the engagement letter arrives, they've spoken to two other firms and the verbal agreement has eroded.

Scope of representation is fuzzy

'I need help with a contract dispute' becomes four different legal issues once discovery starts. The client disputes the invoice because 'I only asked you to review the contract.'

Fee disputes are retrospective

Without contemporaneous documentation of the fee conversation, every dispute comes down to competing recollections. The firm has no contemporaneous record to support its position.

The ClarAccord fix

Consultation-to-receipt in minutes

After the initial consultation, generate a receipt with scope of representation, fee structure, and next steps. The client confirms with a code. This becomes the anchor document for the engagement letter.

Scope-change acknowledgment

When discovery reveals additional issues, document the expanded scope with a receipt. Client confirms before work expands. The scope trail is complete and contemporaneous.

Milestone billing confirmation

At each billing milestone, send a receipt summarizing work completed and fees incurred. Client confirms before the invoice arrives. Billing disputes drop dramatically.

Intake process standardization

Every new matter follows the same documentation workflow. Consultation → receipt → engagement letter → signed. Consistency reduces risk across every attorney in the firm.

Questions Legal & Intake ask

Are OTP receipts ethically compliant?

Yes. The receipt confirms what was discussed — it's not a retainer agreement itself. It's contemporaneous documentation that supports, not replaces, the formal engagement letter. Most bar associations view this as a best practice for scope documentation.

Does this work with legal practice management software?

Yes. Signed receipts can be pushed to Clio, MyCase, PracticePanther, or any system with API or webhook support. The receipt becomes part of the matter file automatically.

How does this interact with attorney-client privilege?

Receipts contain scope and fee information — not substantive legal advice. They sit in the same encrypted, access-controlled environment as the rest of the matter file. No privilege concerns.

Ready to eliminate scope creep?

First five receipts free. No credit card.

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