Attorney Intake Checklist
Use a preservation-first checklist to frame source, access, timing, and scope questions before written intake begins.
Review attorney checklistFor Counsel
Review scope boundaries, deliverables, governance, and intake guidance before written intake opens.
Review Scope, Fees & Billing, Deliverables, and Security & Compliance together to align scope, delivery expectations, and handling controls before written intake opens.
Key review points
Use this sequence to review the checklist, scope boundary, fees, expected records, and intake path before the matter is opened in writing.
Scope of Services
Review the service boundary and the matter-specific scope framework so the intake path stays clear.
Review scope boundariesFees & Billing
Review commercial terms, authorization requirements, and billing structure before scheduling or transfer planning.
Review fees & billingContact
After scope, fees, and expected records are clear, review the written intake path and routing options before starting intake.
Intake GuidanceStandards and matter fit
After scope fit and fees are clear, these pages provide a focused review set for expected records, governance, representative matter fit, and operating posture before a preservation-first engagement opens.
Deliverables
Review the close-out records, summaries, and transfer references typically prepared so the matter can be followed without reconstruction.
See deliverablesSecurity & Compliance
Review the controls governing authority checks, access discipline, transfer planning, and close-out handling.
Review security & complianceLegal & Insurance Contexts
Review representative legal and insurance contexts where timing, scope discipline, and preservation planning often matter.
View legal and insurance mattersAbout Data365 Evidence
Review service positioning, founder background, and the preservation-first operating posture supporting the counsel path.
View about pageWhat counsel typically needs confirmed at the outset
Alignment usually centers on which sources matter, who can authorize access, what timing constraints apply, and which records should be delivered at close-out so the matter definition stays consistent from intake through release.
Sources and devices
Which devices, accounts, exports, or systems fall within scope, and whether any are at risk of reset, turnover, deletion, or access change.
Authority and access
Who can authorize access, provide credentials, approve transfer, or hand off each relevant source.
Timing and deliverables
Deadlines, logistics, retention instructions, and the expected close-out record set for the matter.
Supporting references
- Engagement Sequence — written sequence from intake through matter definition, handling, and delivery.
- Contact — review and routing page for new matters, plus a contact route for administrative questions.
When the review is complete, move to written intake.
Once scope, authority, timing, source-handling questions, and expected records are sufficiently clear, move to written intake so logistics can be confirmed cleanly.