The Intake Triage Deck
Recall the core intake triage moves for legal operations service reliability.
SIPOC What does SIPOC force you to define before changing legal intake? Recall the five boundary pieces. Process boundary Objection This form slows the deal down. A sales lead wants to bypass legal intake for a customer contract. Your line The required fields are what let us route it today and protect the SLA. If a field is not used for routing, risk, or ownership, we should remove it. Defending every field as mandatory even when nobody uses it. It protects the intake principle while showing willingness to simplify the process. Routing choice Which is stronger: one general legal queue…
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