Define matter pathways
Map practice areas, jurisdictions, exclusions, conflicts and urgent deadlines.
INTAKE WITH JUDGMENT
Capture potential matters consistently while protecting attorney review and confidentiality boundaries.
A GOOD FIT WHEN
THE PRACTICAL PATH
Map practice areas, jurisdictions, exclusions, conflicts and urgent deadlines.
Capture contact, opposing parties, matter summary, timing and source without promising representation.
Send information through approved systems and preserve attorney control of legal assessment.
WHAT GOOD LOOKS LIKE
BUYER NOTES
Pricing may be by minute, call, intake, appointment or dedicated staff. Complexity, security and after-hours coverage affect cost.
COMMON QUESTIONS
Agents can apply approved screening criteria but should not provide legal opinions or promise representation.
Yes, using practice-area, attorney, jurisdiction, fee and availability rules.
Use reviewed language explaining that intake does not create representation and urgent deadlines require appropriate action.
Bring real demand, contact-reason, hours, system, outcome and exception data. Document what the team may decide, what must escalate and how complete matter-type and conflict intake will be verified.
Start with a bounded scope, named owners, scenario-based training, acceptance testing and daily early-life review. Expand after service, quality, customer and business outcomes are stable.