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Intake

Check conflicts before you take the matter.

The prospect's account and documents stay with the inquiry, checked against the relationships your firm has recorded. Whether the firm takes the matter is a licensed attorney's decision.

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BRONIntakeNorth Harbor · intake
SEPTEMBER 15, 2025 · FIRM INTAKE FORMThe supplier refused a credit for cracked housings in the April 4, 2025 deliveryIn the record
DocumentsSupply agreement.pdf · defect-report.pdfIn the record
Inspect the intake record

Does North Harbor become a matter?

Open questionsWhen did the supplier first learn of the defect? Was notice given in writing?For review
EngagementParties compared with the firm's records first. Elena Rivera decides.Not cleared
About this example
Illustration · fictional matterThe names, dates and documents are invented for this example.

In practice

From inquiry to engagement.

  1. Read what came in.

    The prospect's account and documents stay with the inquiry. An inquiry no one moves within 4 hours is flagged for an attorney.

    BRON / Before engagement01

    North Harbor / firm intake form

    The account arrives with its documents.

    From North Harbor, September 15, 2025

    The supplier refused a credit for cracked housings in the April 4 delivery. It says North Harbor never gave notice in time. Our operations team says it did.

    Supply agreement.pdf defect-report.pdf

    Reviewing attorney

    Elena Rivera

    Claimed the inquiry. If it sits at this stage for 4 hours, the flag goes to her.

    Inquiry received

    The documents stay with the inquiry. An inquiry is not an engagement.

    Illustration · fictional matter · no action has been taken

  2. Check the relationships.

    BRON compares the people and companies in the inquiry with the relationships your firm has recorded, across every member's matters. A possible match goes to an attorney.

    BRON / Before engagement02

    Party to check

    The supplier
    Possible match
    Other matter partiesRecorded relationship
    Firm contactsSame name
    Prior affiliationsA member’s former client

    Identity to establish

    Whether the names are one party

    A shared name does not show that two records are the same company. The finding names its source, so the attorney can check each.

    Relationship to inspect

    A member’s prior affiliation

    A lateral attorney’s prior firms and clients are part of every check. Whether consent or an ethical wall is the answer is the firm’s call.

    The check covers only recorded relationships. Only an attorney’s decision releases the engagement.

    Illustration · fictional matter · no action has been taken

  3. Decide, then open the matter.

    Accepting the matter is a licensed attorney's act. A flagged check holds the engagement until the attorney records it as clear, waived or acknowledged.

    BRON / Before engagement03

    With Elena Rivera / engagement decision

    Decide whether to take the matter.

    InquiryNorth Harbor · commercial dispute
    DispositionAwaiting attorney decision
    DocumentsSupply agreement.pdf and defect-report.pdf

    Question still open

    When did the supplier first learn of the defect?

    The inquiryThe account and its documents
    IF ACCEPTEDThe new matterThe prospect’s documents move to it.

    Accepting the matter is a licensed attorney’s act. Moving the documents does not answer the open question.

    Illustration · fictional matter · no action has been taken

What this carries into the rest of the matter

  • The prospect's documents, moved to the matter once the firm accepts it.
  • The conflicts decision, exactly as the attorney recorded it.
  • The client's portal invitation, which by default waits for the signed engagement letter.

One decision in practice

One inquiry, with its documents.

The accountCredit refused for cracked housings

The prospect's own account. Nothing in it has been tested yet.

DocumentsThe supply agreement and a defect report

Supply agreement.pdf and defect-report.pdf stay with the inquiry, and move to the matter if the firm accepts it.

REVIEW RECORD
Open questionWhen did the supplier first learn of the defect?

Nobody has answered it yet. It is a question for the consultation.

Your next decision

Elena Rivera reviews the inquiry and decides whether to take it. An inquiry is not an accepted matter.

How it works, in detailSee every feature

Bring us a sample inquiry, and see what holds the engagement.

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