Who should own this checklist internally?
An operations lead should own rollout, with clear day-level owners across intake, support staff, and attorney stakeholders.
Intake Checklist
Client Intake Automation Checklist
Use this focused checklist to reduce intake delays and improve consistency across your team.
What You Get
- A clear 7-day execution plan
- Daily completion tracking
- A repeatable intake workflow baseline
7-Day Rollout Plan
- Day 1: Tighten intake form to qualification-critical fields.
- Day 2: Set and assign first-response SLA ownership.
- Day 3: Automate scheduling and confirmation workflows.
- Day 4: Standardize document request templates by case type.
- Day 5: Implement pre-screening rules before attorney review.
- Day 6: Streamline intake-to-case handoff criteria.
- Day 7: Automate reminders for incomplete intake stages.
7-Day Interactive Checklist
How to use: complete one day at a time and track progress as you go.
0/7 completed
Day 1
Tighten intake form
Keep only qualification-critical fields and remove friction.
Day 2
Set response SLA
Define first-response time target and assign clear ownership.
Day 3
Automate scheduling
Enable self-booking for qualified leads with auto-confirmations.
Day 4
Standardize document requests
Use case-type templates with clear missing-item tracking.
Day 5
Implement pre-screening
Apply consistent qualification logic before attorney review.
Day 6
Streamline handoff
Create one intake-to-case handoff checklist for staff.
Day 7
Add follow-up automation
Automate reminders for incomplete intake and unsigned engagement.
Frequently Asked Questions
Can this checklist work for smaller firms?
Yes. Smaller teams can apply the same sequence in a lightweight way by assigning each day to one responsible team member.
What is the expected outcome after 7 days?
You should have a more consistent intake baseline, clearer response timing, and fewer manual handoff gaps.
Next Step
Bring your completed checklist into a demo to map the fastest intake automation rollout.
Get Immigration Updates
Get a monthly digest with practical workflow improvements, policy changes, and timeline planning notes for immigration teams.
Delivered once per month. Built for legal operators and immigration practitioners.