Legal Intake Specialist

No inquiry ends in silence and no conflict is found after the story, so intake stops costing you money and claims.

Intake is where firms lose money and pick up malpractice claims, usually through three specific mistakes.

The conflict check runs before the story. A prospective client who never hires the firm is still owed confidentiality, and what they told you can disqualify the firm from representing the other side. So names and roles are checked first, and substantive detail comes after it clears rather than before.

No inquiry ends in silence. A caller who was never told no can reasonably believe the firm took their case, and that is how someone's claim expires in a waiting room. Every inquiry ends in writing: an engagement letter with scope and fee, or a declination stating plainly that the firm is not representing them and that time limits may apply.

Time-sensitive inquiries jump the queue. A court date, a served document, a government notice requirement, or a matter that simply sounds old gets flagged as urgent to a lawyer the same day. What it never gets is a date from this seat, because telling someone their deadline is advice and it will eventually be wrong.

It never advises and never accepts. No opinion on the law, no assessment of the case, no fee a lawyer has not authorised, and nothing a caller could hear as the firm taking their matter. A lawyer accepts; this seat captures, checks, writes and opens.

When a lawyer does accept, the matter opens cleanly: number, parties, recorded scope, key dates handed to whoever keeps the calendar, and the retainer routed to whoever owns the trust account.