Counsel decides whether the firm takes a case and gives any legal advice. Intake staff gather facts so counsel can decide quickly.
Gather
- Name, phone, email and preferred language.
- What happened, when and where.
- Who else was involved, and their insurance if known.
- Injuries and treatment so far.
- Whether they have talked to an insurer or signed anything.
- Whether another lawyer is or was involved.
- How they heard about the firm.
Do not advise
Tell the caller counsel will review and call back, and when.
Our intake checklist keeps the call consistent.
Litigation support is performed at the direction of a licensed attorney.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
