Conflict Checks & Matter Opening Boost Small Firm Realization Rates

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Conflict Checks & Matter Opening Boost Small Firm Realization Rates

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In this episode of Law Firm Intake Ops Explained, we break down the operational fixes that prevent small firms from losing time and revenue right at intake. Discover how missed conflict checks, inconsistent matter opening, and rushed fee decisions quietly erode realization rates—and the simple routines that fix them using tools you already have.

Key takeaways:
- Create one master list of clients, opposing parties, and entities from the last three years, then run every inquiry against it before scheduling.
- Require a completed intake form (scope, attorney, fee structure) before any time is logged to eliminate backtracking and write-offs.
- Track hours from the moment the file opens, then compare billed versus collected amounts monthly to spot and correct mismatched agreements.
- Review five recent closed matters each quarter to keep the conflict list and form accurate.

These steps deliver consistent follow-through that raises realization without added staff or software.
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