client-intake

name	Client Intake
description	Turn a new client inquiry into a structured matter with scope, conflicts, and next steps.
category	Ops

Client Intake

Take a raw client inquiry and open a clean matter: the facts, the ask, and any conflicts, ready for the operator to accept.

When to use

• A prospective client reaches out about a new matter.
• An existing client brings a new issue that needs its own file.

Steps

1. Capture the client, the parties, and the issue in their own words.
2. Clarify the desired outcome, deadline, and jurisdiction.
3. Check for conflicts against current and former clients.
4. Scope the likely work and flag anything outside the firm's practice.
5. Summarize into a matter record following the [[Matter checklist]].

Output

A structured matter record — parties, issue, outcome, jurisdiction, conflict check — with a recommended scope. The operator decides whether to accept.