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Law Firm Intake Workflow Checklist
Review the capture, information handling, staff ownership, human decision gates and failure tests required for a controlled legal-intake workflow.
What this tool covers
- Inquiry capture
- Prospective-client information
- Human decision gates
- Testing and oversight
This checklist is an operational planning aid, not legal advice. The firm’s responsible counsel should approve intake language, confidentiality controls, retention, consent, professional obligations and jurisdiction-specific requirements.
Work through each verified item.
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