The intake queue is up again. A partner referral fell through because the handoff email went to the wrong list. A funder report is due Friday, and the numbers don’t reconcile across three spreadsheets and two systems. Then someone asks a fair question in the board meeting: “What are we spending on technology, and what […]
Your team knows the work advancing access to justice is real. The client stories are real. The need is relentless. Then the grant report is due, and the numbers feel shaky. Totals change between drafts. A case count doesn’t match the narrative. Finance asks why expenses don’t line up with units of service. Staff stay
Grant Reporting Data Quality for Civil Legal Aid Organizations (The Fixes Funders Trust) Read More »
A referral comes in. A navigator texts a warm handoff. A court self-help desk sends someone to legal aid. Law firms like pro bono organizations agree to consult. Then the trail goes quiet. No one knows if the client was reached, if consent was captured, or if the matter is open, pending, or closed. In
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 »
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
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 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 »
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
The report is due tomorrow. A partner asks for a status update. A client calls back with one more detail that changes the next step. Meanwhile, staff are retyping the same facts into a court form, a referral email, and a funder spreadsheet, hoping nothing gets missed. That is a broken case note workflow. This
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 »
