First Choice Legal Funding — Intake Workflow

1 Take the request

_Tools / Law-Firm Funding Intake Form.html

Send the intake form to the requesting firm (or fill it in as they call). Captures plaintiff, case facts, liability, insurance, liens, and the funding amount requested.

For a returning client, check Loan Tracker.xlsx → Clients for their prior total (it goes in the new contract).

2 Underwrite & decide

_Tools / Loan Workflow.html → Underwriting tab

Work the checklist. The app computes the max advance (20% of mid-value) and the 35%-net gate, then you mark Approve / Counter / Decline.

3 Generate the contract

_Tools / Loan Workflow.html → Contract tab

You entered the deal once on the Deal tab — the full Transfer & Conveyance Agreement, repayment schedule, and dollar-amounts-in-words are generated automatically. Print / Save as PDF into the client's Contracts folder.

4 Send the decision letter

_Tools / Loan Workflow.html → Letters tab

Approval or decline letter, auto-filled from the same deal. Save into the client's Letters folder. Then route the contract for signature via Adobe Sign.

5 Record it

_Tools / Loan Register.html → Loan Tracker.xlsx

Add the loan in the Register, then Export CSV (or Copy rows) into Loan Tracker.xlsx — the durable record of who has how many loans and the running totals.

New client? Copy the Clients / _New Client Template folder, rename it to the client's name, and you instantly have Contracts / Letters / Documents subfolders ready.

First Choice Legal Funding/ ├─ Loan Tracker.xlsx ← system of record (Loans · Clients · Summary) ├─ _Tools/ ← all apps + the procedure manual │ ├─ START HERE — Intake Workflow.html (this page) │ ├─ Loan Workflow.html (intake → underwriting → contract → letters) │ ├─ Loan Register.html (quick add/search → exports to the tracker) │ ├─ Law-Firm Funding Intake Form.html │ ├─ Underwriting Action Checklist.html │ └─ Approval & Decline Letter Generator.html ├─ Clients/ │ ├─ Client Name/ → Contracts/ Letters/ Documents/ │ ├─ (one folder per client) … │ └─ _New Client Template/ (copy for each new client) └─ _Archive/ ← superseded / unattributed files