The intake queue is up. A partner needs a same-day handoff. A client is waiting on a document that can’t be found because it’s “in someone’s email.” That’s what the backbone looks like in real life: intake forms, case notes containing bulk sensitive personal data, documents, and the quiet glue between staff and partners. For […]
It’s 8:05 a.m. on a Monday. Your self-help intake form won’t load, your scheduling portal throws errors, and the “download the packet” links on your website point to blank pages. Staff try the usual fixes. Someone messages a vendor. Someone else restarts a browser and hopes. By 10:30, the phone line is jammed. Community partners
It’s the end of the quarter, and a crucial grant report is due. Your team is in a full-blown scramble, trying to pull data from a dozen different partner organizations, each with its own incompatible spreadsheets and bespoke case management systems. This frantic fire drill isn't just an IT headache; it's a deep-seated operational failure
A Guide to Technology Standards for Access to Justice Networks Read More »
Streamline compliance and efficiency in 2026 with a legal aid eligibility triage questions template. Learn to design, implement, and audit intake systems effectively.
Legal Aid Eligibility Triage Questions Template Guide 2026 Read More »
Your intake queue is swelling amid the justice gap. A partner referral went cold because no one saw it. A funder report is due, and three spreadsheets disagree. That’s not a staff problem. It’s a workflow problem. Spreadsheets are good duct tape, until they quietly become the system of record for intake, eligibility, case status,
The intake queue is climbing. A funder report is due. A vendor is pushing a “must-sign-this-week” renewal. Someone asks about AI tools. Another person asks, quietly, “Are we safe if there’s a data breach involving client personal information?” In moments like that, leaders don’t need more opinions. They need a decision they can explain, defend,
If you're leading an access-to-justice organization, you know the feeling. The constant, low-grade anxiety about data breaches after a funder sends another intimidating security questionnaire. The weight of protecting incredibly sensitive client information—from immigration status to incarceration records—is exhausting. The grant reporting deadlines feel like a recurring fire drill, fueled by data scattered across tools
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Discover how the coordinated intake model for legal aid organizations streamlines processes, boosts compliance, and improves outcomes. Get actionable steps and tools.
The Essential Guide to Coordinated Intake Model for Legal Aid Organizations 2026 Read More »
The intake queue is growing. A partner sends a file the wrong way. A funder asks for numbers by Friday, and nobody trusts the spreadsheet. Meanwhile, everyone knows a security incident would land harder here than in most workplaces, because you hold sensitive client data tied to safety, immigration status, housing, family stability, and legal
The intake line hits a wall at 10:05 a.m. Calls stack up. Voicemails pile up. A person with a court date tomorrow tries again and again, then gives up. Later, staff find a note, half-written, with no call-back number. Everyone feels the same sinking thought: what did we miss? This is the scale problem in
Build An Intake Callback Queue That Cuts Abandoned Calls and Frees up Intake Staff Read More »
