Lawyer Case Evaluation
Pre-qualify legal inquiries with case type and urgency before consultation.
What this form collects
Ashford & Partners
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Ashford & Partners
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Legal case evaluations need to assess merit, jurisdiction, conflict, and capacity to pay — all before the conversation reaches the lawyer. This template runs that triage in chat, capturing the type of matter, parties involved, key dates (statute of limitations), and rough financial position, so the lawyer's diary stays clear of cases that aren't a fit.
Why law firms lose hours on unqualified enquiries
Most law firms spend significant time fielding enquiries that go nowhere — wrong jurisdiction, conflicts of interest, statute-barred claims, or matters outside the firm's practice areas. Each of those takes a paralegal an hour to triage by phone. A chat handles 80% of that triage with no human time at all.
It also captures the things lawyers need but rarely get on a contact form — full names of parties involved (for conflict checking), case type, jurisdiction, and key dates. The lawyer who calls the qualified lead back is calling someone whose case has already been screened.
What the case evaluation form does
Practice area routing
Family, commercial, criminal, immigration, personal injury — each routes to the right specialist in the firm. No 'wrong department' transfers.
Conflict-check capture
Names of parties involved are captured up front. Reception runs the conflict check before the lawyer is involved, saving disclosure-related awkwardness.
Statute-of-limitations triage
Time-sensitive matters (workplace injury, defamation) ask about key dates early. Matters approaching their limitation period get routed to urgent triage.
Best for
Law firms (general and specialist practice), sole practitioners, boutique firms, family law specialists, personal injury firms, and immigration lawyers handling high enquiry volumes.
Common questions law firm partners ask
Will it integrate with LEAP, Smokeball, or Clio?
Yes — leads sync with most legal practice management systems. New matter intake can be partially auto-generated from the chat data.
How does it handle confidentiality concerns?
Sensitive matters trigger a privilege disclaimer up front, and data is encrypted at rest. Optional anonymity mode for early enquiries (e.g. employment law, family).
Can it filter unrepresentable cases?
Yes — cases outside your practice area or jurisdictional reach get a polite 'we don't handle this type of matter, here's a referral' instead of taking up call time.
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