Intake and conflicts

Prospects and questionnaires, conflict checks, attorney review and engagement, people and households.

• Prospects and intakeThe prospect pipeline, running an intake questionnaire in English or Spanish, website forms, and the seven immigration questionnaires.

  For: OwnerStaff

• Conflict checksHow a conflict search runs, what it compares, and why only an attorney decides the result.

  For: AttorneyStaff

• Attorney review and engagementReviewing flagged intakes, accepting or declining, engagements with a defined scope, and requests that fall outside it.

  For: OwnerAttorney

• People, households and duplicatesThe firm's directory of people and organizations, consent on contact methods, safety flags, restrictions, and finding and merging duplicates.

  For: AttorneyStaff