01
Initial administrative screening
Scale gathers non-legal intake information needed to determine whether the inquiry appears aligned with the attorney's practice area and availability.
Conflict workflow
No client should move forward until the attorney has enough information to clear conflicts.
The conflict workflow is a trust lever. It tells attorneys they keep veto power before engagement and before sensitive work proceeds.
Conflict-first intake
02
Conflict-safe summary
The attorney receives a concise summary with party names, matter type, jurisdiction, urgency, and known counterparties where available.
03
Attorney conflict review
The attorney runs their own conflict check and decides whether to accept, decline, request more facts, or wall off the inquiry.
04
Engagement only after clearance
The matter proceeds only after the attorney confirms the conflict check and approves the client relationship.
Attorney veto rights
Decline for any reason
Conflicts, capacity, practice fit, fee sensitivity, client behavior, jurisdiction, urgency, or professional comfort.
Pause for more information
Scale can gather additional administrative facts before the attorney decides.
Restrict sensitive details
The workflow should avoid over-sharing confidential information before conflict clearance whenever practical.
Ready to evaluate the partnership?
Start with the application and we will review fit, practice area, capacity, insurance, and operating preferences before any onboarding step.