Intakr

Client Intake System

Email

Password

First time? Click "Sign Up" above.

Full Name

Email

Must be a @margolispllc.com email

Password

At least 6 characters

Enter your email and we'll send a reset link.

Email

Enter your new password below.

New Password

At least 6 characters

Confirm Password

New Matter Intake

Complete this form to generate the engagement letter and add the matter to the master tracker.

1

Client Information

Client Type *

Entity Name (if business)

Contact Full Name *

Title / Role (if business)

Email *

Phone

Mailing Address

2

Matter Details

Matter Type *

Attorney in Charge *

Assign To (optional)

Matter Description *

Adverse / Opposing Party (if any)

3

Fee Structure

Fee Type *

Hourly Flat Fee Hybrid Subscription

Attorney Hourly Rate

Paralegal Hourly Rate

Flat Fee Amount

Monthly Subscription Fee

Retainer Amount

Engagement Date *

4

Conflicts & Referral

Known Conflicts

Specialist or co-counsel involved?

Specialist Name

Fee-Sharing Arrangement

5

Internal Notes

Referral Source

Priority

Internal Notes

Client Tracker

Audit Log

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Settings

Configure firm-wide preferences. Changes are saved automatically and shared across all users.

Firm Logo

Upload your firm logo to include it in engagement letter headers. Accepts PNG or JPG, max 2 MB.

Engagement Letter Logo Appears at the top of all generated .docx letters

Slack Notifications

When enabled, engagement letters can be sent to your firm's Slack channel. The webhook URL is configured server-side for security.

Enable Slack Notifications Disabled

Client Email Delivery

When enabled, engagement letters can be emailed directly to clients from the letter review modal. The email API key is configured server-side for security.

Enable Send to Client Disabled

Reply-To Address Clients will reply to this address (defaults to the sending attorney's email)

BoldSign E-Signature

When enabled, engagement letters can be sent for electronic signature via BoldSign. Clients receive a signing link by email and can sign directly in their browser. The API key is configured server-side for security.

Enable E-Signature Disabled

Setup Instructions After enabling, set BOLDSIGN_API_KEY in your Supabase Edge Function secrets. Configure the webhook URL in your BoldSign dashboard to point to your boldsign-webhook Edge Function.

Document History

Edit Matter