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About the Product
Please note that this form is in Microsoft Word format.
The New Client/Matter Intake Form gathers the basic information necessary for administrators to perform the mechanical, nondiscretionary screening functions:
Conflict checking;
Confirmation that the lawyer(s) who will be responsible for case management work in the appropriate department or practice area;
Confirmation of form engagement letter;
Confirmation of receipt of countersigned engagement letter from client;
Obtaining confirmation-required approvals from firm's intake management partner (or committee); and
Issuance of client/matter billing number.
The New Client/Matter Intake Form is intended to be processed by administrators; this form should be referred to the oversight partner or committee only if a conflict is identified, or if there appears to be some danger of 'dabbling' because a partner is designated to oversee a matter outside his or her area of practice, or an issue exists regarding the form or nonuse of an engagement letter.
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