Direct Intake & Public Attorney Flows

Citation intake workflow for traffic-ticket firms

Citation intake workflow means the ticket starts the case record: citation number, court, charges, driver contact details, source, and review status.

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 and intake teams handling direct-client, driver, fleet, or agency-submitted tickets.

Problem

What it fixes

Generic intake forms ask staff to translate a ticket into matter fields later. That creates retyping, missing court context, and unclear first actions.

How it works

Workflow steps

  1. A driver or client starts with ticket upload or branded attorney intake.
  2. OCR and review states help turn ticket materials into usable details.
  3. Citation, driver, court, and source details are reviewed before the case moves forward.
  4. Pricing, payment, documents, and communication continue from the same record.
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

Traffic-ticket firms can move faster because the citation, not a blank matter form, becomes the operating object.

Related links

FAQ

Is intake built only for attorneys?

No. Attorneys can use branded intake, while drivers, fleets, and agencies can use role-appropriate entry paths.

Does intake replace attorney review?

No. The workflow keeps review visible before the matter moves into pricing, payment, and follow-up.