New Client Intake

Initial Contact

  • Ask for full name, phone number, email address, and mailing address
  • Ask if they prefer phone calls, emails, or in-person meetings
  • Briefly explain the firm's areas of practice and expertise
  • Share any notable achievements or recognitions the firm has received
  • Offer available dates and times for the consultation
  • Confirm the appointment details and provide any necessary instructions
  • Outline the steps involved in taking on a new client
  • Clarify any documents or information the client may need to provide

Case Evaluation

Conflicts Check

Fee Agreement

Client Information

Next Steps

Follow-Up

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