Intake

LegalServer uses "Intake" to refer to processes that creates a case record. This is different from auxiliary processes, which add information to an existing record and are not restricted to just case records. There is also a prescreen option, which is a pre-intake process, generally used for recording applications that are turned away. A few rules of thumb are- if you have more than one form (page) or if you need to collect financial information, you should consider using an intake, rather than a prescreen.

Some agencies (especially those with immigration practices) may have a screening process that collects a lot of information and then an intake process that ultimately decides whether or not the agency is going to take that case. In situations like this, a LegalServer Intake process is usually best suited for the screening process, and a auxiliary process is used for the follow-up "intake".

A typical intake process consists of the following forms:

• • Initial Information

  • Applicant Conflict Check

  • Adverse Party Conflict Check

  • Financial Information

  • Applicant Demographics

  • Case Specific Questions

  • Disposition

You can add forms or leave forms out, depending on your needs. You can also add branch logic to prompt the user for customized questions during the intake process. There is a special block to show questions specifically related to a certain legal or special legal problem code.

If you collect information on whether an address or a phone number is safe to contact and use, there are several configurations on those blocks to allow you to do this. You can use the DV Block on the intake process and possibly also to the case profile. It will be visible to all users who can log in and view the case profile by default. To avoid this, consider adding the block to an auxiliary case process where you can limit the user permissions.