run-conflict-checked-intake

name	run-conflict-checked-intake
description	Run intake as risk management — conflict check and fit/viability screen before the engagement — to prevent the matters that destroy realization. Reach for this at every new matter.

Skill: Run conflict-checked intake

The worst client is the one you should have declined.

Step 1 — Conflict check

Screen for conflicts against existing/former clients (§3 #2).

Step 2 — Fit and viability

Assess the matter's merit, the client, and the economics.

Step 3 — Scope and fee

Set the scope and the fee structure deliberately (§3 #4).

Step 4 — Decide

Recommend engage/decline, routing the call to the attorney.

Output

A conflict screen, a fit/viability read, a scoped fee structure, and an engage/decline recommendation.