Intake Funnel Guide
Intake is where client data first enters the firm, and where the most reliable Track A wins live. A submitted form creates the matter record, the client contact, and the folder structure with no retyping. No AI reads anything. No judgment gets made. Clean data goes in and clean data comes out.
This Guide walks the build in six steps – Capture, Validate, Stage, Route, Create Matter, Confirm – with the data-handling checkpoint at each one marked so nothing leaks on the way in. It also shows exactly where an AI step would cross the build to Track B and what that choice costs.
Use this as your build checklist when you set up the intake automation, and as a reference when you add any new step so you always know which track you are on.
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From the book The Automated Law Firm by Jeff Arnold, 4Spot Consulting.