The StandardDownload PDFEstate Intake Worksheet
For estate planning and probate firms reviewing how they handle new inquiries.
- Does each new inquiry receive a substantive, human-readable acknowledgement within 60 seconds? □ Yes □ No
- Does that response coverage include nights, weekends and holidays? □ Yes □ No
- Does each inquiry end with a booked consultation, scheduled human follow-up or courteous referral? □ Yes □ No
- Is your intake process (staff or software) prevented from giving legal advice, interpreting documents or predicting legal outcomes? □ Yes □ No
- If you quote a consultation fee, is it the firm's published fee, with no estimates of matter fees or hourly costs? □ Yes □ No
- Does your intake process (staff or software) disclose its intake-assistant identity on request without claiming to be a person or attorney? □ Yes □ No □ N/A (no automated intake)
- Are screening criteria approved by the firm in writing? □ Yes □ No
- Do requests for judgment, distress, deadlines, human help or unapproved questions trigger an immediate handoff from your intake process (staff or software)? □ Yes □ No
- Does each escalation have a named owner and a stated response window? □ Yes □ No
- Is every exchange logged verbatim in the firm's practice management system in time for the conflict check? □ Yes □ No
- Does a firm approver sign off on a reviewed sample of draft messages before your intake process (staff or software) goes live? □ Yes □ No □ N/A (no automated intake)
- Can a named person at the firm stop your intake process (staff or software) without vendor help and return inquiries to the human process? □ Yes □ No □ N/A (no automated intake)
Score: ___ / 12 (count N/A as Yes)