Open a new matter

Take a new client from first call to a signed engagement letter and open file.

1. Take the prospect's name and the other parties' names
2. Run a conflict check before hearing the facts (Partner signs off). Most people forget this: Hearing confidential facts before checking conflicts can disqualify the firm from acting for an existing client.
3. Hold the intake call
4. Set the fee basis and retainer (Partner signs off)
5. Send the engagement letter
6. Get the signed letter back from the client
7. Deposit the retainer into the client trust account. Most people forget this: Unearned retainers must go into the trust (IOLTA) account; mixing them with firm money breaks bar rules.
8. Open the matter in the case system
9. Diary key dates and limitation periods

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