Law firm intake workflow diagnostic | Workflow Intelligence

Law firms and legal practices

Start with the workflow people already feel

Matters stall between enquiry, intake, triage, and the first useful document request.

Diagnostic focus: Enquiry capture, matter triage, intake checklists, document requests, and client updates.

Useful signal: A more visible intake path with less non-billable coordination work.

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1. Are new enquiries captured in one queue with an owner and next action?

2. Can your team quickly identify whether a matter is in scope for the practice?

3. Do prospective clients receive a consistent first document request?

4. Can staff see which intake items are missing before a lawyer reviews the matter?

5. Does every open enquiry have a dated follow-up or closure decision?