The Workflow
An illustrative business process. The steps and responsibilities are adapted to the actual organization and engagement.
Prospective Client Inquiry
Receive a request through an approved acquisition or referral channel.
Responsibility: Firm or authorized intake channel
Intake
Capture appropriate basic information and identify the requested practice area.
Responsibility: Firm-approved intake team
Fit And Conflict Checks
Evaluate practice fit, conflicts, and any further professional review requirements.
Responsibility: The law firm
Consultation Or Review
Arrange the firm’s appropriate next review step and required information.
Responsibility: Firm personnel and attorneys
Engagement Decision
Decide whether to accept representation and complete the firm’s agreement process.
Responsibility: The law firm
Case-Management Handoff
Transfer approved information and ownership to the firm’s case workflow.
Responsibility: Authorized firm personnel
VG Supports The Business Process
VG can help design acquisition, routing, intake visibility, follow-up, and system handoffs. The firm determines the criteria for its practice and controls conflicts, legal advice, acceptance, and representation. A captured inquiry or booked consultation must not be presented as an accepted case.
Do Not Hide Unresolved Requests
Awaiting documents, awaiting attorney review, no practice fit, and no contact are different states. Give each open state a responsible owner and an appropriate next action. A declined inquiry needs the firm’s approved disposition, including any permitted referral process.
Keep Measurement Tied To The Firm’s Records
Track received inquiries, reached prospects, fit assessments, consultations or reviews, engagement decisions, and completed handoffs using consistent definitions. Professional advertising, referrals, data handling, and communications require assessment in the relevant jurisdiction. The diagram is illustrative and does not prescribe legal procedure.