Goal & what you need
Goal
Prevent lost source facts, incomplete conflict searches, prospective-client confidentiality exposure, invented deadlines, premature matter opening, and unauthorized representations of acceptance.
What you need
- Approved intake channel, AI environment, conflict system, access controls, retention settings, and reviewer roster
- Current firm intake, confidentiality, conflicts, cybersecurity, communication, matter-opening, decline, and engagement procedures
- Written lawyer or administrator approval defining data scope, AI uses, search fields, acknowledgments, escalation, and prohibited actions
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the approved intake form, mailbox or phone-note location, AI environment, integration, permission scope, conflict system, reviewers, and responsible lawyer.
- 2Freeze the current intake form version and firm procedures for confidentiality, conflicts, cybersecurity, records, communications, retention, declines, matter opening, and engagement.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (10)
Preview two sources. Members can open the complete source list.