what is an edc intake attorney

What is client intake in law firms?

Intake Attorney Job Description The Intake Attorney is responsible for the review of client issues for additional development by the intake staff. The first contact clients, courts, attorneys and government officials have with DRNY is often with the Intake Unit. Therefore, it is essential that it operate professionally, accurately and efficiently.

What does an intake attorney do in New York State?

Intake Services. Deputy Probation Officers assigned as intake officers are responsible for the initial assessment of minors booked into either Juvenile Detention Facility and/or cited by law enforcement for delinquent offenses. For those minors delivered to a JDF for booking, a process must be followed which includes reviewing the arrest report ...

What is the intake process?

Shirley Gibson is Directing Attorney for the HomeSavers Project at the Legal Aid Society of San Mateo County/Sobrato Center for Nonprofits. EDC Staff. Martina I. Cucullu Lim, Executive Director Administration. ... Intake Specialist RADCo Department. Carolina Flores, Intake Specialist

What should I do during the client intake process?

During your meeting with Family Services of the Conciliation Court, a screening will be conducted to identify any areas of concern and make recommendations to the Court. If appropriate, same day mediation may be conducted. If you and the other party reach an agreement, it will be prepared for you in writing and submitted to the court for approval.

What is manual process for intake?

Most firms still use manual, disjointed processes for intake: jotting down notes by hand; logging data in MS Office or Google Docs; sending out PDFs for clients to print, fill out, scan and send back; etc.

How to get clients for a law firm?

The intake process can be divided into several stages: 1 Attracting a new potential client. Clients might find you through a friend, by coming across your website when searching for information related to their legal issue, or by searching for a law firm in their city or town. 2 Capturing contact information. Making it easy for potential clients to share their contact information with you is key for moving them towards becoming a client. 3 Pre-screening. Before you book an initial consultation, save time by asking for enough information to determine whether a given client is a fit for your firm from the get-go. 4 Conflict checking. Make sure there’s no reason you can’t work for a potential client. 5 Scheduling and holding an initial consultation. Allow clients to book meetings with you via a tool like Clio Scheduler, available in Clio Suite. 6 Collecting key information via an intake questionnaire. Ask clients to provide key information you’ll need for their case. 7 Creating a fee agreement—and getting it signed. With the right tools, you can generate this form automatically from information in the client’s intake questionnaire. 8 New client onboarding. Send clients information on when to expect bills and in what format, how to pay bills, and when you’re available to help set expectations and lead to a smoother experience for all involved.

How much time do lawyers spend on billable work?

According to the Legal Trends Report, lawyers spend less than 3 hours on average on billable work. Automation can help. With the right setup, you can take your online client intake to the next level and easily bring on new clients in a fraction of the time with less data entry—and less risk of error.

What is document automation software?

With document automation software, you can create standardized templates to encompass a variety of different situations and matter types, and then use software to auto-populate the appropriate data into these templates.

Do attorneys use data?

Finally, attorneys should be most excited about data. Most law firms do a very lackluster job of utilizing data to make better decisions. But, as downward price pressure continues and the market becomes increasingly competitive, leveraging data is becoming a necessity.

Is duplicate data entry bad?

Duplicate data entry is time-consuming and leaves room for error—this is not a good situation for law firms dealing with a myriad of data fields during the client intake process.

Staff

Amanda Prieto-Lara, Office Manager/Contracts Compliance/Certified Paralegal

OUR STORY

The Eviction Defense Center ["EDC"] is a non-profit law corporation that serves low-income tenants in Alameda County and the City of Richmond. The EDC was founded in 1996 by six attorneys in private practice who wanted to help low-income tenants facing eviction who could not afford a private attorney.