Give the role a reliable starting point.
Provide intake forms, confidentiality procedures, conflict-check workflow, and the attorney who decides whether to accept a matter.
Matter intake organization
Matter intake organization
Prepare administrative intake records for the firm’s conflict and acceptance procedures.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Collect firm-requested contact information
- Organize intake questionnaires
- Record supplied party names
- Schedule attorney consultations
What comes back to your team
Work you can see and review.
Intake summary
A working record with source references, current status, and the person responsible for the next step.
Party information list
A focused view of missing inputs, unanswered questions, and items that need your decision.
Consultation preparation pack
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A prospective client describes a time-sensitive issue. The assistant preserves the statement and alerts the designated attorney using the firm’s procedure.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Check names, source details, recipient permissions, and whether an inquiry is clearly distinguished from an accepted engagement.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
Clio where authorizedMyCase where authorizedSecure intake portalFirm calendar
Platform names describe possible working environments, not endorsements or a promise of certification.
Inside the responsibility
What matter intake organization looks like in practice.
Prepare administrative intake records for the firm’s conflict and acceptance procedures. The scope below connects each recurring responsibility to its source information and a checkable working record. Your team confirms the exact steps, templates, and approval limits before work starts.
Collect firm-requested contact information
Begin with the latest request and its approved source record. Check that the necessary information is present, identify the owner, and clarify conflicting details before making an update.
Working output: Intake summary. Include the source reference, current status, and next owner when an item remains open.
Organize intake questionnaires
Use the agreed template or checklist to carry out this task. Record what was checked and the date of the action so another team member can understand the current position.
Working output: Party information list. Include the source reference, current status, and next owner when an item remains open.
Record supplied party names
Keep this work connected to the wider queue. Note dependencies and unanswered questions, and use the agreed escalation route when the next step requires a decision.
Working output: Consultation preparation pack. Include the source reference, current status, and next owner when an item remains open.
Schedule attorney consultations
Complete the task only when its agreed checks have passed. If an input is missing or an approval is pending, keep that status visible rather than treating the item as finished.
Working output: Intake summary. Include the source reference, current status, and next owner when an item remains open.
A handoff you can act on
Keep ready work separate from unresolved work.
A prospective client describes a time-sensitive issue. The assistant preserves the statement and alerts the designated attorney using the firm’s procedure.
Ready for review
The agreed task is complete and the supporting information is available in your approved system. Attach or link the relevant record and identify any final reviewer before closing the item.
Review against: Check names, source details, recipient permissions, and whether an inquiry is clearly distinguished from an accepted engagement.
Waiting on an input
Name the missing information, where it was requested, and who is expected to supply it. Keep a follow-up date visible. An unanswered request should not disappear into a completed-work total.
Starting requirements: Provide intake forms, confidentiality procedures, conflict-check workflow, and the attorney who decides whether to accept a matter.
Needs your decision
Summarize the exception and the information already checked. Ask a specific question and route it to the authorized person. Keep the original source intact while the decision is pending.
Approval boundary: Conflict clearance, legal advice, engagement acceptance, and assessment of rights or deadlines remain with attorneys.
Set the role up well
Agree what good work means before the first handoff.
Access and examples
Provide individual, approved access to the systems used for this responsibility. Share a completed example, an incomplete example, the relevant template, and a named reviewer. Sensitive working records belong in those systems, not in a public inquiry form.
Possible working environments include Clio where authorized, MyCase where authorized, Secure intake portal, Firm calendar. Tool access and familiarity are confirmed as part of the role brief.
Review and workload measures
Agree which measures are useful for this queue: completed items, items awaiting an input, age of unresolved work, and corrections requested by the reviewer. Review these together with actual examples; volume alone does not establish that work is accurate.
Set response expectations from your operating needs. Coverage, turnaround targets, and the amount of work assigned are agreed separately rather than assumed from the service name.
Before you start
A few useful questions.
What should we prepare for matter intake organization?
Provide intake forms, confidentiality procedures, conflict-check workflow, and the attorney who decides whether to accept a matter.
How will we know what is complete?
Check names, source details, recipient permissions, and whether an inquiry is clearly distinguished from an accepted engagement.
Which decisions remain with us?
Conflict clearance, legal advice, engagement acceptance, and assessment of rights or deadlines remain with attorneys.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as Clio where authorized, MyCase where authorized, Secure intake portal. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
Matter file organization
Matter file organization
Create a usable document structure around the firm’s matter identifiers and review habits.
Explore the service ↗
Chronology preparation
Chronology preparation
Arrange source-supported events into a reviewable chronology for the supervising attorney.
Explore the service ↗
Client communication coordination
Client communication coordination
Keep administrative questions and attorney-approved updates connected to the matter.
Explore the service ↗
Document formatting and assembly
Document formatting and assembly
Prepare consistent drafts and review packs using your firm’s templates and instructions.
Explore the service ↗A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.