Direct Intake & Public Attorney Flows

Direct Intake & Public Attorney Flows

Let direct clients start with ticket materials while the attorney controls brand, intake source, payment mode, routing, and public access flows.

Built for attorney profiles with public intake, coverage, and payment settings ready for direct-client traffic-ticket work.
Sanitized branded attorney intake setup showing public intake URL and firm settings.

Audience

Who it is for

Traffic-ticket attorneys, firm staff, and operations teams managing citation-centered case work.

Problem

What it fixes

Traffic-ticket work gets harder when the ticket, status, payment, documents, communication, and next action live in separate systems.

How it works

Workflow steps

  1. Upload citation
  2. Wait for OCR reading
  3. Review filled details
  4. Submit intake
  5. Enable link
Workflow

Client starts with the ticket

The public intake path captures materials and guides the client through OCR and review states.

  • Upload citation
  • Wait for OCR reading
  • Review filled details
  • Submit intake
Workflow

Attorney controls the public flow

Firm settings define brand, slug, contact email, logo, payment path, and source handling.

  • Enable link
  • Set brand
  • Choose payment mode
  • Route into case review

Capabilities

What this workflow covers

  • Public branded attorney intake link.
  • Client intake screens for uploading ticket/case materials, OCR reading, filled details, court details, review, and completion.
  • Attorney direct-client billing rules tied to intake source.
  • Public attorney marketing, compare, and request-access pages.
  • Public attorney agreement page.

Traffic-ticket value

Why it matters for citation work

The value is keeping traffic-ticket work organized around the citation and the next case step instead of a generic matter record.

Related links

FAQ

Is direct intake available to every user?

Built for attorney profiles with public intake, coverage, and payment settings ready for direct-client traffic-ticket work.

How does direct intake help traffic-ticket work?

Let direct clients start with ticket materials while the attorney controls brand, intake source, payment mode, routing, and public access flows.