Intake + Engagement Letter

A minimal example of Workbase for client contact info, Intake App for collecting such, and doc automation App for engagement letter.

By Template

This Workbase + 2x Apps is an example of how you can set up a database to collect and organize client data for easy use in document automation.

This Workbase includes: - Intake App: a simple, two-page online form for collecting a client's contact info. - Engagement Letter App: allows you to click on a row of data (i.e. a client's contact info) and use it to populate an engagement letter .docx template

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Federal / National
Areas of law
Demo Law practice resources