Give the role a reliable starting point.
Provide scripts, permitted questions, conflict-check procedures, and urgent escalation contacts. Define what the assistant must not discuss before attorney review.
From inquiry to attorney review
Legal intake support
Capture approved intake information and prepare a structured handoff for your firm.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Use firm-approved intake questions
- Record contact and matter details
- Schedule consultations within approved rules
- Route urgency and conflict flags for attorney review
What comes back to your team
Work you can see and review.
Intake summary
A working record with source references, current status, and the person responsible for the next step.
Consultation queue
A focused view of missing inputs, unanswered questions, and items that need your decision.
Open-information checklist
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A prospective client describes an approaching deadline. The assistant records the reported date, avoids assessing it, and uses the firm’s urgent escalation path. The attorney decides whether and how the firm can help.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Check names, source dates, contact permission, and the difference between a reported fact and a legal conclusion.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
Clio GrowLawmaticsApproved intake formsSecure phone platform
Platform names describe possible working environments, not endorsements or a promise of certification.
Before you start
A few useful questions.
What should we prepare for legal intake support?
Provide scripts, permitted questions, conflict-check procedures, and urgent escalation contacts. Define what the assistant must not discuss before attorney review.
How will we know what is complete?
Check names, source dates, contact permission, and the difference between a reported fact and a legal conclusion.
Which decisions remain with us?
No legal advice, case assessment, representation promises, or independent conflict clearance. Attorney review governs acceptance.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as Clio Grow, Lawmatics, Approved intake forms. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
Find the right record
Matter file organization
Maintain organized matter folders, document indexes, and version trails under your firm’s naming and access rules.
Explore the serviceAppointments with a reliable trailLegal calendar support
Coordinate meetings and enter approved dates with source references and attorney verification.
Explore the serviceA cleaner billing queueLegal billing administration
Organize time-entry follow-up, draft invoice preparation, and administrative billing questions for review.
Explore the serviceA role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.