Legal Matter Intake & Triage form template
Prospective clients describe their legal issue while a hidden viability score weighs practice-area fit, urgency, deadlines and conflict flags. A statute-of-limitations question can escalate to urgent, conflict checks can route out, and each matter lands on a consult, intake, or referral outcome.
What’s in the box
Viability scoring
Fit, urgency and deadlines decide how fast to respond.
Conflict & deadline flags
Time-critical matters escalate automatically.
Three routes
Urgent consult, standard intake, or referral out.
Perfect for
- Law firms
- Client intake
- Matter triage
- Referral management
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