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law firm initial contact and next steps

1. Initial Inquiry Response

Acknowledge receipt of the inquiry promptly.

Gather basic information about the client’s needs.

Confirm preferred method of communication (email, phone, etc.).

2. Client Information Collection

Request relevant details about the potential client (name, contact information, etc.).

Ask about the specific legal issue or matter.

Inquire about any deadlines or time-sensitive issues.

3. Conflict of Interest Check

Conduct a preliminary conflict check based on the information provided.

Document any potential conflicts and discuss them with the relevant attorneys.

4. Initial Consultation Scheduling

Offer available times for an initial consultation.

Confirm the method of consultation (in-person, phone, video call).

Send a confirmation email with details of the meeting.

5. Preparation for Initial Consultation

Prepare a list of questions to ask during the consultation.

Review any relevant documents or information provided by the client.

Ensure all necessary attorneys are informed and available for the meeting.

6. Conducting the Initial Consultation

Discuss the client’s legal issue in detail.

Provide an overview of the legal process and potential outcomes.

Outline the services the law firm can provide and discuss fees.

7. Follow-Up After Consultation

Send a thank-you email to the client for their time.

Summarize key points discussed during the consultation.

Provide any next steps or additional information needed.

8. Engagement Agreement Preparation

Draft an engagement agreement outlining the scope of services and fees.

Review the agreement with the client and clarify any questions.

Obtain the client’s signature and necessary retainer payment.

9. Case Opening Procedures

Create a new client file with all relevant documentation.

Assign the case to the appropriate attorneys and staff.

Schedule any necessary follow-up meetings or deadlines.

10. Ongoing Communication

Establish a communication plan with the client.

Set regular updates on the case progress.

Encourage the client to reach out with any questions or concerns.

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