Establish the transaction before the first consultation.
Collect the initial property details and the work your legal team is being asked to handle.
Identify the matter
Establish whether the prospective client needs help with a purchase, sale, lease, financing or dispute within your practice scope.
Capture the context
Record the property location, the parties, the stage of the matter and any dates the person has been given. Treat dates as reported information for your team to assess.
Scope the next step
Gather the details your firm needs for an initial review or fee discussion. Any quote, undertaking or legal commitment follows your firm’s approved process.
We agree the intake flow with your firm and test representative situations before it is used with prospective clients.