Browse Legal Professionals SECTION 5: Client Communication & Practice Development

The Client Intake Framework

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The Client Intake Framework

Build an intake framework for [MATTER TYPE].

Produce:
1. Screening questions to determine whether we can and should take
   this
2. Conflict check information required
3. Facts to gather at intake, in the order to ask them
4. Documents to request, with why each matters
5. Deadline and limitation questions to ask FIRST — flagged
   prominently
6. Questions that reveal the client's actual objective, which is
   often not their stated one
7. Red flags suggesting we should decline
8. Expectation-setting points to cover in the first meeting
9. What to document about the intake decision itself

Do not include jurisdiction-specific limitation periods. Mark them
as [CALCULATE AGAINST LOCAL RULE].

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