Client Intake
The reduction, elimination, or suspension of a legal proceeding, charge, or financial obligation.
What is Client Intake?
Client intake is the process by which a law firm collects and evaluates information from a prospective client to determine case viability. It typically includes gathering personal details, legal issues, documents, and consent for representation.
Why It Matters?
It ensures proper case assessment, compliance, and informed engagement before legal services begin.
Example
A personal injury firm conducts client intake by interviewing a new client, reviewing accident reports, and collecting medical records to evaluate potential claims.
Related Terms
Mediation
Litigation