Matter Intake
New Matter Intake
Screen incoming requests, run conflict checks, gather documents and assign the right lawyer before opening a matter.
Open intakes
14
Ready to open
3
Awaiting docs
6
Conflict review
2
Intake pipeline
New Request1
Halden Rail Group
Corporate M&A
High2/6
Conflict Check2
Marisol Vega
Family · Divorce
Med4/5
Trident Cargo Ltd
Shipping Dispute
Critical5/7
Documents Needed1
Kaito Yamamoto
IP · Trademark
Low3/8
Lawyer Assignment1
Bramble Foods Co-op
Real Estate
Med7/7
Ready to Open1
Elena Volkov
Criminal Defence
High6/6
Intake requests · full detail
Halden Rail Group
Corporate M&A · via reception@ashvance.law
Completeness
32%
HighCorporateConflict: pendingRecommend: A. Okafor
Marisol Vega
Family · Divorce · via walk-in
Completeness
58%
MedFamilyConflict: clearRecommend: L. Ibarra
Trident Cargo Ltd
Shipping Dispute · via P. Adeyemi (referral)
Completeness
62%
CriticalShippingConflict: reviewRecommend: P. Adeyemi
Kaito Yamamoto
IP · Trademark · via web form
Completeness
44%
LowIPConflict: clearRecommend: S. Ravel
Bramble Foods Co-op
Real Estate · via M. Chen (referral)
Completeness
88%
MedRealConflict: clearRecommend: M. Chen
Elena Volkov
Criminal Defence · via phone
Completeness
96%
HighCriminalConflict: clearRecommend: N. Salim
Intake form preview
- Client name
- Bramble Foods Co-op
- Matter type
- Real Estate · Acquisition
- Value estimate
- $2.4M
- Urgency
- Medium
- Source
- M. Chen · referral
- Preferred contact
Document checklist
- Signed engagement letter
- Client ID (2 forms)
- Company registration
- Property title deed
- Prior correspondence
- Retainer receipt
- Conflict declaration
Practice area
CorporateLitigationReal EstateIPFamilyCriminalEmploymentTax
Section A · Selected Intake Detail
INT-2044 · Sable Energy Trading Ltd
Client & contact
- Prospective client
- Sable Energy Trading Ltd
- Contact
- H. Almeida, General Counsel
- Sector
- Energy trading
- Jurisdiction
- England & Wales
- Referral source
- Existing client — Meridian
- Confidentiality
- Elevated
Matter
- Type
- Commercial arbitration
- Description
- LNG cargo shortfall dispute
- Opposing parties
- Northgate Bulk Carriers
- Estimated value
- $2.1M
- Urgency
- 14-day response
- Requested lawyer
- J. Hollis KC
Commercial
- Billing arrangement
- Blended hourly + success fee
- Estimated team
- 1 partner, 1 associate, 1 paralegal
- Retainer proposed
- $120,000
- Credit risk
- Low
- Expected duration
- 9–14 months
- Fee sensitivity
- Medium
Section B · Conflict Relationship Map
Relationship network
Sable Energy Trading
No conflictPossibleDirect conflictManual review
Select a node to inspect the relationship.
Conflict risk breakdown
Direct adversity74%
Former-client conflict66%
Shared director48%
Confidential information exposure71%
Lawyer personal conflict12%
Related-party concern34%
Jurisdictional restriction8%
Reputational concern29%
Overall conflict score 62 / 100 · clearance level: Partner + Compliance · waiver required from Meridian.
Section C · Intake Readiness Checklist
Acceptance readiness
62% readyIdentity
Matter
Compliance
Commercial
Documentation
Section E · Matter Acceptance Score
Acceptance scorecard
Strategic fit86%
Revenue potential92%
Capacity fit54%
Conflict safety38%
Client quality88%
Reputation fit74%
Complexity81%
Collection confidence84%
Recommended decision
Accept with conditions
- · Information barrier around J. Hollis KC (M-1642 history)
- · Written waiver from Meridian Holdings
- · Retainer raised to $150,000 given complexity
Section F · Assignment Recommendations
Recommended legal teams
Team A — Arbitration led
- Partner
- A. Okafor
- Lead
- P. Adeyemi
- Associate
- T. Morgan
- Paralegal
- E. Cole
- Practice fit
- 91%
- Capacity
- 78%
- Conflict
- Clear
- Est. workload
- 460h
- Est. cost
- $318K
- Available
- 05 Aug
Team B — Shipping specialist
- Partner
- J. Hollis KC
- Lead
- T. Morgan
- Associate
- N. Salim
- Paralegal
- E. Cole
- Practice fit
- 96%
- Capacity
- 41%
- Conflict
- Barrier required
- Est. workload
- 440h
- Est. cost
- $352K
- Available
- 19 Aug
Team C — Blended
- Partner
- S. Ravel
- Lead
- M. Chen
- Associate
- T. Morgan
- Paralegal
- N. Salim
- Practice fit
- 62%
- Capacity
- 88%
- Conflict
- Clear
- Est. workload
- 510h
- Est. cost
- $296K
- Available
- 01 Aug
Section G · Approval & Opening Workflow
Intake to matter opening
1
Request received
Client services
22 Jul
2
Initial screening
T. Morgan
23 Jul
3
Conflict check
Compliance
25 Jul
Barrier pending
4
Compliance review
Compliance
—
5
Commercial review
R. Fenwick
—
6
Partner approval
A. Okafor
—
7
Engagement signed
8
Retainer received
9
Matter number created
10
Team assigned
11
Matter opened
Section H · Intake Analytics
Intakes by source (12 weeks)
22
Referral
25
Existing client
20
Website
11
Directory
9
Counsel
9
Event
AcceptedRejected
Acceptance rate by practice area
Litigation74%
Corporate82%
IP68%
Real Estate88%
Family61%
Criminal44%
Average intake duration 6.2 days · target 5.0 days.
Rejection reasons
| Reason | Count | Share | Trend |
|---|---|---|---|
| Conflict of interest | 14 | 31% | ↑ 4 |
| Capacity | 9 | 20% | ↑ 2 |
| Credit risk | 7 | 16% | → |
| Below fee threshold | 6 | 13% | ↓ 1 |
| Outside practice scope | 5 | 11% | → |
| Reputational | 4 | 9% | ↑ 1 |
Revenue potential by source ($K)
1240
Referral
1980
Existing
320
Website
180
Directory
640
Counsel
210
Event
Projected fees