Insights for litigation teams

Client Intake & Communication

Getting organized evidence out of clients, secure sharing, portals and policies that keep matters moving.

Client Intake & CommunicationWriting a Client Communication Policy Your Firm Will Actually FollowHow to write a client communication policy for a law firm: channels, response times, staff roles, after-hours rules, billing and a template to adapt.8 min read

Client Intake & CommunicationClient Document Request Letters That Actually Get AnsweredHow to write a client document request letter that gets results: structure, item wording, deadlines, secure delivery and follow-up, with templates.8 min read

Client Intake & CommunicationWhy Your Firm Needs a Client Evidence Submission Portal (and What It Must Do)What a client evidence portal does that email and texts can’t: originals preserved and hashed on arrival, tracked requests, and a cleaner chain of custody.8 min read

Client Intake & CommunicationClient Portals for Law Firms: What Actually Matters (and What Doesn’t)How to choose a client portal law firm clients will actually use: features that matter, ones that don’t, an evaluation scorecard and a rollout plan.7 min read

Client Intake & CommunicationThe 4,000-Screenshot Client: A Triage Workflow for Evidence DumpsWhen a client sends screenshots as evidence by the thousand, use this triage workflow: preserve, dedupe, sort, code by issue and request full exports.8 min read

Client Intake & CommunicationThe Family Law Client Intake Checklist: Every Question, Document and WarningA family law intake checklist for attorneys and staff: conflict and safety screening, children, jurisdiction facts, finances, evidence, and first-day advice.8 min read

Client Intake & CommunicationHow to Get Clients to Send You Organized Evidence (Instead of Everything)A client evidence organization system that works: issue-based requests, a one-page format guide, an evidence card template, and a fast feedback loop.8 min read

Client Intake & CommunicationLimited-Scope Representation: A Workflow That Protects the FirmA limited scope representation workflow for law firms: screening, scope letters, scope creep, court appearances, ghostwriting and clean closing letters.8 min read

Client Intake & CommunicationManaging High-Conflict Family Law Clients Without Burning Out Your TeamManaging high conflict family law clients: intake framing, communication limits, evidence floods, expectations, staff protection and when to withdraw.8 min read

Client Intake & CommunicationSecure File Sharing for Law Firms: A Practical Standard Your Team Can FollowSecure file sharing law firm teams can actually follow: Rule 1.6(c) factors, minimum controls, a tiered standard, vendor questions and a policy template.8 min read

Client Intake & CommunicationTaking Over a Case From a Self-Represented Client: The First 10 DaysTaking over a pro se case? A first-ten-days checklist: docket review, deadline triage, deemed admissions, prior filings, evidence intake and client resets.8 min read