Private Intake
Tell us what happened, what you have, and what deadline or next step matters.
The process is simple and mostly written.
Tell us what happened, what you have, and what deadline or next step matters.
We identify the records, research, organization, or preparation work that would be useful.
The file is organized around dates, sources, documents, questions, and outstanding items.
The result may be a cleaner client file, a follow-up plan, or materials prepared for counsel.