Legal intake health check

1. How do new client or legal requests typically reach the team?

   One standardised intake process Mostly standardised, with some requests coming through email or phone Requests come through many channels with no consistent process
2. How quickly are new requests reviewed and assigned to the right person?

   Same day, or within a defined SLA Usually within one or two business days Often several days, or it depends on who sees the request
3. How often does the team follow up for missing information before a matter can move?

   Rarely: what’s needed is captured up front Sometimes Often: intake usually needs several follow-ups
4. How visible is the status of incoming requests?

   Centralised and easy to track Some tracking, but spread across systems and email Mostly tracked in individual inboxes, spreadsheets, or memory
5. How dependent is intake on specific people?

   Documented, and several people can manage intake Some knowledge sits with specific people Heavily dependent on one or two people

Please answer every question to see your results.