Record the client's full name

• Yes

• No

Obtain contact information (phone, email, address)

• Yes

• No

Determine the urgency of the legal matter

• Yes

• No

Schedule initial consultation

• Yes

• No

Send confirmation email with appointment details

• Yes

• No

Prepare client intake form specific to the case type

• Yes

• No

Gather preliminary information on the legal matter

• Yes

• No

Draft an initial list of consultation questions

• Yes

• No

Review and complete the intake form with the client

• Yes

• No

Discuss legal options and strategies

• Yes

• No

Check for any conflicts of interest

• Yes

• No

Finalize the scope of representation

• Yes

• No

Send a follow-up email summarizing the consultation

• Yes

• No

Obtain a signed retainer agreement (if applicable)

• Yes

• No

Open a new client file and input it into the management system

• Yes

• No

Schedule the next steps and important deadlines

• Yes

• No