Legal intake
coordinator
Every enquiry answered fast, information gathered properly, conflict checks prepared, costs agreements issued and matters opened cleanly — because the firm that responds first usually gets the client.
Firms lose clients in the first hour, not the first meeting
Legal enquiries are urgent by nature. Somebody has been served, or has had an accident, or is buying a house on Friday. They contact three firms and instruct whichever responds properly first.
Most firms respond slowly, because the people who could respond are in court, with a client, or drafting. The enquiry sits in an inbox until someone has a gap.
A dedicated intake coordinator closes that gap. They respond immediately, gather the information the fee earner needs, prepare the conflict check and have the costs agreement ready — so the solicitor's first involvement is a productive conversation, not a cold start.
What they coordinate
- Enquiry response — Every enquiry acknowledged fast and worked to your script, with the practice area identified and routed.
- Information gathering — The facts your fee earner needs collected up front on your intake form, so the first call is substantive.
- Conflict check preparation — Parties identified and run against your system, with results presented for your solicitor to clear.
- Costs agreements and disclosure — Prepared from your templates, issued, chased and tracked to signature.
- Identity and verification documents — Collected, checked for completeness and filed against the matter.
- Matter opening — Files created, checklists applied, key dates diarised, and the fee earner briefed.
- Enquiry pipeline reporting — Where enquiries come from, how many convert and how long response takes — weekly.
The practice-of-law line
Intake is administrative and script-driven. Any assessment of the matter itself belongs to a solicitor.
- Merits assessmentWhether a matter is worth running, or has prospects, is a solicitor's call — never signalled to a prospective client.
- Legal adviceNot in any form, including apparently harmless reassurance about process or likely outcome.
- Clearing conflictsThey prepare the check; a solicitor clears it.
- Fee quotingThey issue your standard costs agreement. Anything bespoke goes to the fee earner.