How to delegate · Legal, healthcare, and real estate
How to delegate legal client intake
To delegate legal client intake, give your assistant an intake script, conflict-check steps, and clear rules on what they may say. They answer inquiries, collect the facts of each matter, run the conflict check, schedule consultations, and send engagement documents. Attorneys keep all legal advice and decisions on representation.
How to delegate legal client intake, step by step
1. The SOP outline
- Respond to new inquiries by phone, email, or web form quickly.
- Collect contact details and matter facts with the intake script.
- Run the conflict check in the practice management system.
- Schedule the consultation and send intake forms.
- Send engagement letters after the attorney approves.
2. Access and tools to set up
- Practice management software (Clio, MyCase, or PracticePanther).
- An intake script and approved answers to common questions.
- Calendar access for consultations.
- Document templates for engagement letters.
3. What good looks like
- Every inquiry is answered the same business day.
- Attorneys get a clean intake summary before each consult.
- No one gives legal advice outside the attorney.
4. Weekly metrics to review
- Inquiries answered and response time.
- Consultations booked.
- Signed engagements from consultations.
Mini SOP checklist
- Respond to new inquiries quickly
- Follow the intake script
- Run the conflict check
- Book the consultation
- Send intake forms
- Send engagement letter after approval
Who to hire for legal client intake
Legal Assistant. A full-time Legal Assistant from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Free tool for this handoff
Interview question generator: Get role-specific interview questions and a work-sample idea to test candidates on this exact task.
Related tasks to delegate
- How to delegate answering phones
Delegate phone answering by routing your business line to a hire through a cloud phone system, with a call script, a routing guide, and a messaging rule for every caller type.
- How to delegate meeting scheduling
Delegate meeting scheduling by giving your assistant a booking playbook: your preferred meeting windows, default lengths, the scheduling link to share, and a reply template for back-and-forth requests.
- How to delegate file organization
To delegate file organization, agree on a folder structure and naming convention first, then give your assistant edit access to your shared drive.
Questions about delegating legal client intake
Can a legal assistant give potential clients information?
They can share approved facts, such as fees, process, and scheduling. Anything that could be legal advice goes to an attorney. Put the boundary in the script.
How is client confidentiality protected with a remote assistant?
Use the firm's practice management system rather than personal tools, give role-based access, and have the assistant sign an NDA. Rekruuto hires sign NDAs as standard.
Who should I hire to handle legal client intake?
A full-time Legal Assistant. A full-time Legal Assistant from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Hand legal client intake to a full-time hire
Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.