Legal / professional services
Solo + small firms, accountants, advisors — client intake, conflicts, deadlines, retention.
Conflict checks · deadlines · client comms · retention
What gets pre-loaded
preferenceimportance 9/10 Client communication — plain English first, citations second
All client-facing copy (status updates, intake replies, scope memos) leads with the plain-English answer to the client's question. Citations and statutory references go below or in a footnote. Avoid Latin and legalese unless the client used the term first.
preferenceimportance 10/10 Conflict check — every new matter, no exceptions
Every new matter — even a referral from an existing client — gets a conflict check before any substantive work or scope discussion. Surface a watch item if a new matter is opened without a conflict check on file within 24 hours.
lessonimportance 9/10 Deadline buffer — 72 hours before statutory deadlines
Filings or responses with a statutory deadline must surface a status check 72 hours before due, not 24. Late-stage scrambles produce 4× more drafting errors than work completed inside the buffer.
lessonimportance 8/10 Retention red flag — 60-day silence on an open matter
An open matter with no client-facing communication in 60 days is a relationship risk regardless of where the legal work stands. Surface a check-in watch item; the client may not know status and is forming an impression silently.
Sample signal seeded on day 1
Sample client feedback — billing clarity
A retainer client noted on this month's invoice that one of the line items ('research and analysis, 2.4h') wasn't clear what it covered. Worth flagging to the billing partner and surfacing a watch item to revisit invoice line-item descriptions.
Ready to get going?
Pick this template at signup and your workspace lands with the brand voice, decision rules, and red-flag lessons above already taught — so the first cycle has substance. You can edit or delete every entry later. None of it is permanent.
Other verticals
Loop Desk ships 23 industry templates today. Browse the full set on the templates index.