1.

Acknowledge receipt of new client inquiries.

Reception/Intake Team

• Yes

• No

2.

Perform initial conflict of interest check.

Legal Assistant

• Yes

• No

3.

Schedule an initial consultation with the client.

Paralegal

• Yes

• No

4.

Send pre-consultation information packet.

Paralegal

• Yes

• No

5.

Confirm consultation date 24 hours in advance.

Reception/Intake Team

• Yes

• No

6.

Provide consultation summary and next steps.

Attorney

• Yes

• No

7.

Send engagement letter/retainer agreement.

Attorney

• Yes

• No

8.

Confirm client receipt of an engagement letter.

Reception/Intake Team

• Yes

• No

9.

Introduce the client to their case management team.

Case Manager

• Yes

• No

10.

Provide the client with login details to the client portal.

Case Manager

• Yes

• No

11.

Send bi-weekly/monthly case updates.

Attorney/Case Manager

• Yes

• No

12.

Request necessary documents from the client.

Paralegal

• Yes

• No

13.

Send reminders for upcoming deadlines.

Paralegal

• Yes

• No

14.

Issue invoices according to the billing cycle.

Billing Department

• Yes

• No

15.

Collect client feedback upon case resolution.

Client Relations

• Yes

• No

16.

Provide final case summary and closure information.

Attorney

• Yes

• No

17.

Offer follow-up services or appeals information, if applicable.

Attorney

• Yes

• No

18.

Update client information system post-case closure.

Legal Assistant

• Yes

• No