From first call to first matter, without paper.
ClearEngage takes a prospect through intake, conflicts checks, and a digitally signed engagement agreement. The moment the client signs, the executed agreement is filed in CaseFile and the matter is live in BillableHour. No PDFs in your inbox, no missed conflicts.
What it does
Intake that doesn’t leak
Capture prospect details in-app or via a public intake link. Every entry is firm-scoped and audit-logged. Required disclosures pre-filled per jurisdiction.
Real conflicts checks
Cross-references your existing clients, prior matters, and opposing parties. Exact and fuzzy matches surfaced with reasons. Override with a documented rationale (also audit-logged).
Engagement agreement, generated
A letter per fee arrangement — hourly, flat fee, contingency, or hybrid — with state-bar disclosures built in. Scope, rates, and special terms drop in as variables. Edit in-app before sending.
Send for signature
Signature happens in Lawdiem — no third-party e-sign account, no per-envelope fee. The client gets a clean review-and-sign link by email; you watch sent / viewed / signed / declined from the dashboard.
On signing, everything wires up
The signed PDF is filed in CaseFile under the matter’s Engagement folder. The prospect is promoted to a Client in BillableHour. A Matter is opened with the agreed fee structure. An audit event records the activation.
Compliance memory
Every template version, every signed agreement, every conflicts decision is retained and searchable. When your malpractice carrier asks, the export is one click.