Source 01
Initial contact checklist
Collect the account, identify the document provided and gather what is missing before the consultation.
Fictional excerpt to demonstrate the information’s source.
The firm's knowledge base
Find what you need. Reuse what already works.
Gather reviewed templates, legal arguments, and guidance to prepare client intake, consultations, and documents. Keep your work moving and share references with your team.
Your knowledge, in everyday work
Work better with what you already know.
Choose a routine and follow an example. Reviewed material helps prepare the work; you check the next step.
How you work
Choose an option to see the example.
Reuse the work you've already done.
Find your templates and guidance to prepare the next client intake without starting over each time.
The material you selected
Consultation checklist
Your reviewed material
Fictional exampleWhen it's time to work
What should I request before the consultation?
Guidance from the material
The contract and supporting documents related to the account.
Consultation checklistNext step for your review
Prepare the document checklist to review with the client.
Build a routine you can repeat.
Gather reviewed references and templates. Use this starting point to organise client intake and prepare your drafts.
The material you selected
Initial client intake guide
Reference selected by you
Fictional exampleWhen it's time to work
How should I organise this initial enquiry?
Guidance from the material
Record the client's account, available documents, and the purpose of the consultation.
Initial client intake guideNext step for your review
Organise the initial questions and the points that need your analysis.
Give the people you work with more autonomy.
Set guidelines so reception and your team can move work forward. Exceptions and legal decisions go to the lawyer.
The material you selected
Client intake guidelines
Material approved by the firm
Fictional exampleWhen it's time to work
What can reception prepare in advance?
Guidance from the material
Check the required documents and record what is still missing.
Client intake guidelinesNext step for your review
Prepare the document request and refer questions to the person responsible.
YOUR KNOWLEDGE BASE IN USE
One resource can help with more than one task.
Use the intake guide to prepare questions, check documents, and organise the consultation. Configuration determines which materials take part in each stage.
- Organize the materialInitial contact checklistFirm material
Contracts, guidance and templates become part of the authorized knowledge base.
- Preserve the context
The source stays with the information.
The same subject may involve different materials depending on the country and case context.
- Use it in client serviceWhich documents are missing to prepare the consultation?Selected sourceInitial contact checklist
The conversation connects with the firm’s guidance and the documents already in the case.
Illustrative scenario with fictional documents.
A response with a source
See the source of the information used in client service.
The question brings up excerpts from authorized materials. The team can open the source and understand the context used to prepare the response.
Illustrative question
The client has already sent the contract. What do we need to prepare for the consultation?
Consulting selected sources
Context for the team
The contract is already in the history. Collect the initial account, check what is missing and send the preparation to the person responsible.
Source 02
Referral policy
When the request requires a case assessment, send the context to the lawyer responsible.
Fictional excerpt to demonstrate the information’s source.
Source 03
Case history
The person has already sent the contract and is waiting for confirmation of the next appointment.
Fictional excerpt to demonstrate the information’s source.
Firm documents
The team’s policies, contracts, templates and guidance.
Legal arguments and references
Materials selected for the case’s subject and jurisdiction.
Previous cases and legal documents
Authorized examples to guide work preparation.
Client and service
Account, history, documents and next steps from the context.
Conceptual demonstration · fictional people, documents and cases
For your firm
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