Term
Client intake
The process a professional firm uses to receive, triage and qualify new enquiries before deciding to act.
VAULT 33|27 · Updated 12 November 2026 · 1 min read
What it means
Intake covers capturing the enquiry, acknowledging it, gathering key facts, routing it to the right person and, in law firms, prompting conflict and identity checks before a matter is opened.
Why it matters for your business
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