Legal intake
Legal intake is everything between someone first contacting a firm and signing as a client. That means taking the details, deciding if it is a case you take, checking conflicts, and getting the retainer signed.
It is where most acquisition spend is won or lost, and it is usually the least designed process in a firm.
What it has to establish
- Is this a matter type the firm takes
- Is there a conflict
- When does the statute run
- Is there coverage worth pursuing
- Is the person actually reachable again
Why speed dominates everything else
Someone who has just been injured rarely contacts one firm. They work down a list until somebody picks up, which means the first firm to respond is competing on presence rather than on fee or reputation.
The effect is strongest outside business hours, when almost nobody answers at all.
The case went to whoever answered first
Not ready to book a call
Send us five pages of a record set. We will send back what we found in it.
Five pages is enough, redacted however you like. You get a short video back within two business days showing what a chronology would surface from it: the dates, the gaps, the things worth knowing before the other side finds them.
- Send five pages of a real file. Redact whatever you like first.
- We run them and record what comes out, including what it misses.
- You get the video within two business days. If there is nothing worth showing, we say so.