The intake should reflect the work you take on.
Build questions and screening around the practice area, the prospective client and the information your lawyers need at first review.
Start with the matter types your firm wants to handle. Agree what establishes an initial fit, what requires legal judgment and how to record missing or uncertain information.
Build around your jurisdiction.
Terminology, geographic scope and the questions asked are agreed with your firm. Your lawyers define any questions concerning deadlines, eligibility or urgent action.
Begin with one well-defined intake journey and review how it performs before expanding to other matter types.