tinyhumansai Client Intake
Take a raw client inquiry and open a clean matter: the facts, the ask, and any conflicts, ready for the operator to accept.
When to use
- A prospective client reaches out about a new matter.
- An existing client brings a new issue that needs its own file.
Steps
- Capture the client, the parties, and the issue in their own words.
- Clarify the desired outcome, deadline, and jurisdiction.
- Check for conflicts against current and former clients.
- Scope the likely work and flag anything outside the firm's practice.
- Summarize into a matter record following the [[Matter checklist]].
Output
A structured matter record — parties, issue, outcome, jurisdiction, conflict check — with a recommended scope. The operator decides whether to accept.