legal intake workflows

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 […]

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

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

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

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

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

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,

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

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

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

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

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

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

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

Leaders Evolving the Justice Referral Handoff Process

Justice Referral Handoff Process (End “Where Is This Case?”)

It starts as a simple question: “Where is this case?” A staff member asks it. A partner asks it. Sometimes the client asks it, after days of silence. In justice work navigating the justice system, silence isn’t neutral. It can mean a missed deadline for survivors of crime, a lost housing window, a protection order

Justice Referral Handoff Process (End “Where Is This Case?”) Read More »

A team reviewing a one-page intake summary

Stop Making People Repeat Their Story, Add a One-Page Intake Summary That Follows Every Handoff

At 4:45 pm, the intake queue is still long. A partner calls back with a “quick question,” but they don’t have the full context. A supervisor needs an answer that’s safe to stand behind. And the client is asked, again, to re-tell the hardest parts of their life. Repeating the story isn’t just inefficient. It’s

Stop Making People Repeat Their Story, Add a One-Page Intake Summary That Follows Every Handoff Read More »