Give your commercial team a useful first brief.
Turn an initial business contact into a structured account of the potential matter.
Understand the organization and issue
Capture who is seeking help, their role, the organizations involved and the nature of the dispute or proposed work.
Record the commercial context
Ask for the timeline, key documents mentioned and the outcome sought, within the limits your firm sets for first contact.
Prepare the review
Gather party information for conflicts and identify what your lawyers need to examine before deciding whether to act. The intake does not assess merits or promise a result.
We agree the intake flow with your firm and test representative situations before it is used with prospective clients.