Keep administrative intake separate from accepting the matter.

How to build your legal practice intake checklists

1. 1

   Describe the job

   Keep new enquiries and administrative prerequisites ready for the practice team.

2. 2

   Review the first version

   Choose how the legal operations coordinator records the Enquiry reference and how the qualified matter reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your legal practice intake checklists

• Keep the Enquiry reference in context

  Keep Enquiry reference, nonprivileged summary, practice owner, engagement state, document checklist, outstanding item and next review together so the next person can understand the request or record.

• When the next step needs a decision

  A sample business enquires about an engagement using a synthetic reference. The coordinator requests contact confirmation and a completed engagement form.

• Keep next review visible

  Leave engagement acceptance and legal judgment with the qualified reviewer.

• Choose what each person needs

  Give the legal operations coordinator a working view and the qualified matter reviewer a review view. Keep Enquiry reference and nonprivileged summary attached to the decision as the work moves between them.