Client intake
Conflict checks and engagement letters that turn an inquiry into a client.
Intake runs from the first phone call to a signed engagement letter. Much of the avoidable trouble in a small practice starts here: a conflict nobody searched for, a fee that was never written down, a deadline the client mentioned once and nobody entered.
These guides cover conflict checks, intake forms, engagement letters and declining a matter cleanly. The practice kit has a client intake checklist you can adapt to your own practice area.
Pages that cover this topic
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Walk-through checklist
Client Intake Checklist for a Small Law Firm
From the first call to a signed engagement letter, in the order things go wrong.
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Step-by-step guide
Opening a Small Law Firm: What to Do First
The setup work for a new firm, in the order it is easiest to do.
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Plain-word glossary
Law Office Glossary for Solo and Small Firms
Thirty-three business-side terms, from accounts receivable to write-off.
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Try-it tool
Billable Hours Calculator for a Revenue Target
See how many hours a revenue target takes once write-downs and slow payers are counted.