legal intake workflows

Finding operational resilience assessment for legal aid organizations

Operational resilience assessment for legal aid organizations (keep intake and casework moving)

An operational resilience assessment for legal aid organizations, centered on legal aid operational resilience, is a plain-language review of what keeps services running when something goes wrong. It focuses on the real chain of work, from first contact to case outcomes, and conducts a business impact analysis by asking a practical question: where would a […]

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A team reviewing a new set of legal aid intake triage best practices

Legal Aid Intake Triage Best Practices (A Workflow Leaders Can Run)

Legal aid organizations face a constantly growing legal aid intake queue, which undermines access to justice for those who need it most. Requests arrive by phone, web, email, walk-ins, partner referrals, even social media. Staff do their best, but urgency gets missed, notes end up scattered, and the same person calls back three times because

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A team using a coordinated intake model for legal aid

The Coordinated Intake Model for Legal Aid Organizations (A Practical Guide Leaders Can Defend)

The intake queue is exploding. A court partner sends walk-ins, like those seeking housing legal help, you didn’t expect. Your hotline script is different from your online form. Staff spend half the day re-asking the same questions, then trying to “place” cases through a chain of emails that no one fully owns. That’s not a

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Referral Handoff Process for Court Services Organizations (Move People From Self-Help to Services Faster)

People do the right thing. They go to court self-help, the emergency department of legal services, ask for guidance, fill out forms, and try to follow instructions. Then the chain breaks. The next step might be legal aid, a navigator program, mediation, housing support, substance use treatment, or DV services, but the referral handoff process

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An Interim CTO for Justice Nonprofits Presenting

Interim CTO for Justice Nonprofits: Calm the Chaos, Build a Plan Leaders Trust

In mission-driven organizations focused on justice, intake is backed up. A partner handoff failed. A report is due, and the numbers don’t reconcile. If you’re an executive director leading a justice nonprofit, you know the feeling: important work moving through fragile systems, often amid leadership transitions. Staff patch things with spreadsheets, extra emails, and heroic

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A team working with a fractional CTO for justice support networks

Fractional CTO for Justice Support Networks (Operating Discipline That Stops the Drop-Off)

The intake queue is full. A court navigator program makes a “warm handoff.” A partner says they’ll follow up. Then the trail goes quiet, disrupting access to justice. In justice support networks, that quiet can mean a self-represented litigant missed a deadline, lost housing, returned to harm, or showed up alone to a hearing. These

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How to find Technology Consulting for Civil Legal Aid Organizations

Technology consulting for civil legal aid organizations (stop spreadsheet chaos and improve throughput fast)

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,

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A team is looking to Build An Intake Callback Queue That Cuts Abandoned Calls and Frees up Intake Staff

Build An Intake Callback Queue That Cuts Abandoned Calls and Frees up Intake Staff

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

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A team following a 3 tier intake triage model

Set a 3-tier Intake triage model that cuts time-to-first-contact to 48 hours in 60 days, without burning out intake staff

Monday, 9:12 a.m. The intake inbox is already a few hundred messages deep. Voicemails stack up. A partner emails, “Any update?” Someone flags a court deadline that was never captured in the first call. Intake staff do what they always do, they sprint, they improvise, they carry the anxiety for everyone else. This is the

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Stop letting voicemails pile up, set a 3-step callback workflow that cuts wait time for help

At 4:47 p.m., the voicemail light is still blinking. Someone left a message about an eviction notice. Another caller says they missed court paperwork because they “couldn’t get through.” A staff member has a sticky note with a number they meant to call back, but it’s now buried under intake forms. This is a justice

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