These tools are illustrative starting points. Your firm defines reporting relationships, decision authority and professional supervision. Complete working records in your firm’s approved system. Do not enter client or matter details in this website form.
Responsibilities and Intake Toolkit
Put ownership and next steps into a format your team can use. Download four practical tools to adapt to your firm’s roles, decision rules and intake process.
Editable Word document + printable PDF
What’s inside
Responsibilities map:
Start with an illustrative structure and name the people responsible for each function.
Decision-rights worksheet:
Use three examples and a blank record to define an owner’s authority and when to escalate.
Intake handoff checklist:
Check eight items before responsibility moves to the next person.
Blank handoff note:
Record the current stage, next owner, next action and other details in your firm’s approved system.
Get the toolkit
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