In this episode of Law Firm Intake Ops Explained, we break down how small firm teams can eliminate bottlenecks that delay conflict checks and matter openings. Scattered emails, missing details, and informal processes often drag down realization rates, but a streamlined system changes everything. Learn to map your top conflict sources, create one unified intake form that captures all parties upfront, and assign clear ownership for daily reviews. We also cover enforcing signed fee agreements with defined scope before any file advances, plus a fast handoff protocol to attorneys that cuts follow-up questions and protects billable time.
Key takeaways:
- Build a single intake form to capture names, prior counsel, and scope on the first call
- Assign one owner to run conflict checks daily and log results visibly
- Require signed agreements with exclusions before opening to prevent scope creep
- Use a 24-hour handoff summary to speed first invoices and improve collections
https://www.spreaker.com/podcast/law-firm-intake-ops-explained--7171826/support
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