Attorney Inquiry Screening Checklist

Your clinical gatekeeper for high-value, viable case selection. Use this checklist to quickly screen attorney inquiries, protect your time, and avoid brain‑picking sessions.

  • Vital Signs Case Data: Capture the four must‑have data points before you commit.
  • Conflict Check: Simple prompts to stay clear of conflicts of interest.
  • Financial Guardrails: Ensure fees, retainers, and expectations are locked in.
  • Forensic Liaison Pro-Tips: Communication habits that turn one‑off calls into $10k+ cases.

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