Client intake & consultation preparation
Bring the account, received documents and missing material into one handover, so counsel and staff can pick up the next step.
Consultation completed
The consultation is recorded. An attachment has arrived. Before anyone repeats the request, the team needs to know whether it is the complete document and what counsel has agreed to review.
A useful handover gives staff a precise document request and counsel the account behind it. Reported dates, received material and outstanding questions each keep their place.
NISI brings supplied consultation records, sources and prepared work together. This example starts with a note and one page of a letter, then prepares the request for what is still missing.
Counsel assesses the documents and engagement. The handover makes the next preparation task clear.
The Harbour enquiry
These consultation and email excerpts are supplied manually to the fictional record.
Alex describes a proposed move and says a letter has arrived. The consultation note records the concern and a request for the complete letter.
“Alex reports a proposed move on 14 November. Asked Alex to email the complete letter and attachments. Counsel to review the documents before advising on next steps.”
The email supplies the first page. Its receipt changes the inventory, but the remaining pages and referenced attachment are absent.
“Here is the photo I took. I will send the rest later.” Attached: letter-page-1.jpg. Page one refers to an enclosed proposed schedule.
Alex reports a proposed move on 14 November. The consultation is complete. One page of the letter has been received; the complete letter and proposed schedule remain outstanding.
Prepared request: Please send the remaining pages of the letter and the proposed schedule mentioned on page one, so counsel can review the complete documents.
Start with the supplied consultation note.
Fictional demonstration. Nothing is sent, filed or scheduled. Resets when you reload.
No. This example begins with the firm’s supplied note and email. It demonstrates document preparation, not phone answering or a consultation service.
The firm handles those checks and confirms engagement separately. Receiving a document or preparing a handover does not establish a retainer.
No. This page concerns the firm’s prospective-client and consultation work. Explore the Family Focused Protocol pages for the separate Court preparation workflow.
Discuss the records, document requests and review steps your team needs at intake.