The Legal Matter Intake Checklist

A practical checklist to make sure every new matter starts with the information, documents and next steps it needs.

What's inside

The client and matter details to capture at first contact

Documents and authorizations to collect early

Conflict check and file-opening steps

Who owns each next step, and by when

A clean handoff to the attorney

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I write about handoffs, follow-ups and workflows in legal operations.

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