PRIVATE INTAKE · CONTROLLED SUBMISSION Start with the facts you have. Initial intake is a controlled business record. Submit the facts needed to identify the matter, the deadline, the records already available, and the next decision that needs preparation.
RECORD CLASS PL-INT · Private Intake
SERVER ACTION Timestamp + private storage
INTEGRITY integrity check record check
DELIVERY Verifiable receipt
BEFORE YOU SUBMIT Write for the next reviewer. Identify the next deadline or decision. Say what records already exist. Separate direct knowledge from suspicion or inference. Do not paste an entire archive into the summary.
AFTER SUBMISSION You get a receipt and record check. The receipt can later be checked against the private intake record using the matching email address. The verification page does not display the submission contents.
Verify a receipt →
EXISTING CLIENT Already have matter access? Use the Client Access workspace instead of opening a second intake.
Client Access →