Legal Intake
Legal intake gathers and evaluates client details to assess case viability, streamline onboarding, and support effective legal planning and decision-making.
What is Legal Intake?
Legal Intake is the process of collecting, organizing, and evaluating a prospective client’s information to determine case viability, scope, and potential legal strategy before formally opening a file or providing representation.
Why It Matters?
It ensures efficient case assessment, risk evaluation, and proper client onboarding, improving law firm productivity and reducing intake errors.
Example
A personal injury firm conducts legal intake by gathering accident details, medical records, and witness information to decide whether to accept the client’s case.
Related Terms
Mediation
Litigation