AO
Intake Governance

Matter Intake Approval

Review new client instructions, conflict status, estimated value, urgency and practice fit before opening a matter.

Pending Reviews
12
4 waiting > 24h
High-Value Requests
4
Combined $2.9M
Conflict Flags
3
1 partner-only
Avg Approval Time
18h
SLA 24h
New requests
4
Halden Rail SystemsNo conflict
Corporate · M&A
Value $1.2MUrg High
by R. Fenwick
Blue Meridian Cap.Conflict flag
Litigation
Value $480KUrg Med
by P. Adeyemi
Selby Foods PLCNo conflict
Real Estate
Value $220KUrg Low
by M. Chen
Nova AerospaceReview
IP filing
Value $95KUrg Med
by S. Ravel
Under partner review
3
Ashford Trust
Partner L. Ibarra
Score 72Family Law
Missing: Beneficial owner ID
Kite Pharma UK
Partner S. Ravel
Score 88IP
Missing: Prior art disclosure
Weston Marine
Partner P. Adeyemi
Score 64Litigation
Missing: Contract copies
Decision required
2
Meridian TradingHigh
Adverse to existing client
Orion Holdings BVIMed
PEP screening pending
Intake detail
Selected
Client
Halden Rail Systems
UK infrastructure operator · est. 2011
Matter summary

Advise on £980M acquisition of Blackrail Logistics incl. antitrust filings, TSA structuring and warranty package.

Revenue estimate
Conflict
Low · 12/100
Recommended area
CorporateAntitrust
Decision history
  1. 09:14 · Submitted by R. Fenwick
  2. 10:02 · Conflict check cleared
  3. 11:30 · Routed to A. Okafor
Executive Intelligence Deep-Dive
Origination funnel, conflict clearance flow and pipeline heatmap.
Intake Intelligence
Intake origination funnel
Referrals + inbound340
100%
Qualified enquiry268 · 79%
79%
21% drop
Conflict cleared214
63%
20% drop
Engagement letter sent172
51%
20% drop
Retainer signed128
38%
26% drop
Intake → practice routing
Web enquiry82Referral128Partner intro74Corporate96Litigation118IP42Signed128Dropped82On hold46
Intake by practice × week (last 8 wks)
W-8W-7W-6W-5W-4W-3W-2W-1
Corporate
42
48
52
61
58
66
72
78
Litigation
58
62
74
68
82
78
84
88
IP
22
18
24
28
34
31
38
42
Real Estate
34
38
41
39
44
48
52
55
Family
18
22
24
21
28
26
32
30
Criminal
12
16
14
18
22
24
21
28
Intensity
Low → High