
How to Design a Legal Intake Process That Gets Used
You are scoping a legal intake process and the risk is obvious: build it, launch it, and watch people keep emailing lawyers. The sequence of decisions that determines which way it goes.
Guides to legal intake and service request management, covering the front door, request forms, triage, routing and the metrics that show whether intake works. Written for in-house teams designing how the business asks legal for help.

You are scoping a legal intake process and the risk is obvious: build it, launch it, and watch people keep emailing lawyers. The sequence of decisions that determines which way it goes.

Your legal front door launched, and the business is still emailing lawyers directly. The friction points that push users back to email, and what holds adoption past the first month.

You own the intake build and every scoping decision lands on you. How many front doors a global department needs, what conditional logic has to carry, and what breaks across languages.

Your department is moving from email to structured requests, and everyone is using the term differently. What a legal service request actually is, the types you will handle, and how one flows to closure.