legal intake workflows

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 […]

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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

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Stop asking clients to repeat their story, set up a single client facts record that feeds every program, reduce re-traumatizing repeats, and cut intake time in 30 days

The intake queue is blowing up, staff are hopping between forms, and someone is asking, again, “Can you tell me what happened?” The client pauses. You can hear the strain in the silence. Your team isn’t trying to be careless. The system is. When a person has to repeat their story across programs, partners, and

Stop asking clients to repeat their story, set up a single client facts record that feeds every program, reduce re-traumatizing repeats, and cut intake time in 30 days Read More »

A team working on data privacy strategy for access to justice organizations

Data Privacy Strategy for Access to Justice Organizations (Protect Data Without Slowing Service)

Your intake queue is already too long. Your staff is already doing triage with one eye on the clock and one eye on client safety. Then a privacy scare hits: a mis-sent email, a shared link left open, a spreadsheet copied to the wrong drive. The harm isn’t abstract. It can put a survivor at

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Implementation Partner for Justice Nonprofit Organizations: Turn Plans Into Working Systems Without Chaos

Your intake queue is growing. A referral handoff breaks. A board report is due, and the numbers don’t match what staff see on the ground. Meanwhile, you’ve got plans: a new case management system, a refreshed intake flow, an AI pilot, a reporting fix that should have happened two years ago. But execution feels chaotic

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A team reviewing their legal docketing system so they can take action.

Stop tracking court deadlines in personal calendars, set up a legal docketing system that prevents missed hearings and late filings

It’s 4:47 p.m. on a Friday. Someone pings you, “Did we file the response?” Another person says they “had it on their calendar.” A third swears the hearing date changed. You can feel the room tighten, not because people don’t care, but because the process depends on memory, inbox searches, and personal calendars. For justice-focused

Stop tracking court deadlines in personal calendars, set up a legal docketing system that prevents missed hearings and late filings Read More »

The 2-hour Nonprofit Systems Inventory workshop: capture every workflow, owner, and risk in one living document

At 4:45 p.m., someone asks a simple question: “How many people did we actually serve this quarter?” The number doesn’t reconcile. Intake is in one place. Referrals are in someone’s inbox. Program notes are in a shared drive. The report is due tomorrow, and staff are already carrying too much. This is how the justice

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A team developing coordinated intake for justice network organizations.

Coordinated Intake for Justice Network Organizations (One Front Door, One Follow Up Loop)

You’ve seen the same story play out. A client calls legal aid organizations, then gets sent to a court help desk, then to a housing assistance partner, then back again. Each stop has its own form, its own script, its own waitlist, its own “can you tell me what happened from the start?” That’s not

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A team mapping out their own warm handoff process

Stop losing people after a referral, build a warm handoff process that confirms contact in 24 hours and tracks every bounce

It’s 4:45 p.m. The intake queue is still climbing. A partner emails, “We referred three people today, did you reach them?” Your team searches inboxes, a shared spreadsheet, and someone’s notes. No one can say, with confidence, what happened next. This is how trust leaks out of the system. Not because people don’t care, but

Stop losing people after a referral, build a warm handoff process that confirms contact in 24 hours and tracks every bounce Read More »