Family matters deserve a careful first conversation.
Give people a way to explain what they need while gathering the information your family team needs for initial review.
Establish the reason for seeking help
Understand whether the person wants help with divorce, financial matters or arrangements involving children. Capture the parties involved and the outcome they are seeking.
Agree safe communication
Ask how and when it is safe to contact the person. Record any restrictions they give, using the wording and escalation process your firm approves.
Prepare the review
Include relevant dates, existing proceedings or documents the person mentions and any concern requiring attention. Your lawyers decide how the matter should proceed.
We agree the intake flow with your firm and test representative situations before it is used with prospective clients.