Walk a new matter through conflict intake
Gather conflict-screening information without inviting detailed confidential facts prematurely.
The intake risk A potential client is ready to tell the whole story. You need enough data for the screen, but not a full merits interview before clearance. The consequence is practical: too little information makes the screen useless; too much sensitive detail creates avoidable exposure. Names before narrative Conflict intake path Use a narrow intake path: identify parties, pause merits, collect related names, then route for attorney review. Shortcut Let the caller tell everything because it feels efficient. The firm can screen without overcollecting. Conflict intake is controlled identification, not a free-form interview. 01 Parties 02 Facts 03 Route…
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