Get to the substance of an employment matter.
Give your employment team a structured account of the issue before the first consultation.
Identify the prospective client
Establish whether the person is seeking help as an employee or employer, together with the other parties involved.
Build the initial account
Capture the employment relationship, the issue, the sequence of events and the dates or correspondence the person mentions.
Apply your intake criteria
Use the questions your firm approves for the work it takes on. Potential deadlines and the legal merits go to your lawyers for assessment.
We agree the intake flow with your firm and test representative situations before it is used with prospective clients.