A structured enquiry record
Keep the prospective client's contact details, practice area, source and notes together.
Client Intake
Give a new enquiry an owner and a clear next step. Collect the facts needed to understand the instruction, review the parties and make the firm's acceptance decision.
Ownership and next actions
Assign responsibility and record the next action. Follow calls, meetings, emails and notes in the lead's activity history.
Screening through acceptance
Track enquiry stages and the acceptance workflow, including the review required before an approved instruction becomes a matter.
In daily practice
- 01
Capture the enquiry
Record the prospective client, practice area and the information needed to assess the work.
- 02
Review and follow up
Assign an owner, identify the parties and record the next action while screening proceeds.
- 03
Record the decision
Progress the accepted instruction through the available engagement and matter-opening workflow, or record a decline.
Before you begin
No. Intake distinguishes new enquiries, screening, approval and conversion. Acceptance and matter opening are controlled steps.
No. A score is an aid to review. The team still needs to assess the instruction, review checks and record its decision.
Keep the context