Law-firm client intake
A better matter starts with a clear first step.
Respond to new inquiries, collect the right information, and prepare each matter for attorney review.
The problem
We help firms give every inquiry an owner, a status, and a next step.
New matters arrive by phone, email, referral, and website. Important facts can get buried. Follow-up can depend on one person remembering what comes next.
Fast response matters, but sound process matters more. Early questions should collect only what the firm needs for routing, urgency review, and conflict preparation. Staff should be able to see what the prospective client provided, what the system changed, which notices were shown, and who made each decision.
The workflow
A clear path from request to next step.
Each workflow is adjusted to the organization, its tools, and the decisions its people need to keep.
- 01
Acknowledge the inquiry
Confirm receipt, explain that no attorney-client relationship exists yet, and ask the person not to send confidential details until the firm is ready.
- 02
Collect the minimum facts
Gather contact details, matter type, relevant parties, location, known dates, referral source, and a short description.
- 03
Flag urgency and fit
Surface reported deadlines, immediate concerns, jurisdiction, and practice-area fit for prompt staff review.
- 04
Prepare the conflict check
Normalize names and related parties for the firm's conflict process. The system does not decide whether a conflict exists.
- 05
Create the staff summary
Organize the facts, show missing information, preserve the source, and route the inquiry to the right person.
- 06
Record the decision
Track consultation, follow-up, engagement, nonengagement, referral, and approved retention or deletion steps.
Human review
Automation has a defined stopping point.
People retain control of these decisions.
- Legal advice and deadline decisions
- Conflict review and resolution
- Matter acceptance and engagement terms
- Professional judgment and supervision
A focused pilot
Start small enough to review.
Start with one practice area and one intake path. Map the current handoffs, approve the scripts and safeguards, and test whether the process is accurate and useful before expanding it.
A production design requires the organization to approve its data, access, vendors, safeguards, escalation rules, and measures of success.
Research basis
Guidance informs the design.
These sources support the service boundaries described here. The organization remains responsible for professional, legal, security, and regulatory review.
Start with the current process
Show us where the work gets stuck.
We can map the handoffs, define the controls, and decide whether a focused pilot makes sense.
Discuss this workflow