The Intake Process at GOLDLAW

The intake process at GOLDLAW is crucial for establishing the initial relationship between the firm and potential clients. It involves several steps to ensure that the firm can adequately assess the case and provide the necessary legal support. Here are the typical steps involved in the intake process at GOLDLAW:

1. INITIAL CONTACT

Phone-Call/Online Inquiry: Potential clients reach out to GOLDLAW via phone, website form, email, or live chat.
Information Gathering: The intake specialist collects basic information such as the client’s name, contact information, and a brief description of the incident.

2. PRE-SCREENING

Eligibility Check: GOLDLAW confirms that the case falls within the firm’s practice areas and jurisdiction. This may include assessing the statute of limitations and other points of interest.
Basic Case Evaluation: An initial assessment is made to determine the potential merit of the case based on the provided information. Confirming these fiver things is essential:
- Type of potential liability.
- Location of the incident (sovereign cases need to be ruled out).
- When did injury occur (for statute of limitations concerns).
- Extent of the injury.
- Type of treatment that client received and is undergoing.

3. DETAILED INTERVIEW

Comprehensive Information Collection: An intake specialist conducts a thorough interview with the potential client, gathering detailed info about the incident, injuries, medical treatment, witnesses, and any other relevant details.
Documentation Request: The client may be asked to provide any available documentation, such as medical records, police reports, photographs, and insurance information.

4. CASE REVIEW

Attorney Review: The collected information and documents are reviewed by a GOLDLAW attorney to evaluate the case’s legal merits and potential foe success.
Follow-Up Questions: If necessary, the attorney may request additional information or clarification from the client.

5. DECISION MAKING

Case Acceptance or Decline: Based on the attorney’s review, GOLDLAW decides whether to take on the case. If accepted, the client is informed about the next steps. If declined, the client is notified and may be referred to another attorney or given guidance on alternative options.

6. RETAINER AGREEMENT

Contract Signing: If the case is accepted, the client is asked to sign a retainer agreement, which outlines the terms of representation, including fee structures and expectations.
Explanation of Agreement: The terms of the retainer agreement are explained to the client to ensure they understand their rights and obligations.

7. CLIENT ONBOARDING

Case File Creation: A case file is created with all the collected information and documents.
Client Portal Access: The client may be given access to the online portal where they can track their case progress and communicate with GOLDLAW.
Initial Strategy Meeting: The client will receive a call from their GOLDLAW legal team to introduce themselves and discuss case strategy and the required steps for success.

8. CASE MANAGEMENT

Ongoing Communication: GOLDLAW maintains regular communication with the client, providing updates on case developments and requesting any additional information or documents as needed.
Investigation and Legal Action: GOLDLAW begins its investigation, gathers evidence, and prepares for any necessary legal actions, such as filing a lawsuit or negotiating a settlement.

Referring your personal injury cases to GOLDLAW ensures your clients receive the gold standard in legal representation. Our comprehensive intake process, dedicated client care, and proven track record of success make us the trusted partner you need. Partner with GOLDLAW to provide your clients with the highest level of service and secure the best possible outcomes for their cases.

The Intake Process at GOLDLAW

The Intake Process at GOLDLAW

1. INITIAL CONTACT

Phone-Call/Online Inquiry: Potential clients reach out to GOLDLAW via phone, website form, email, or live chat.

Information Gathering: The intake specialist collects basic information such as the client’s name, contact information, and a brief description of the incident.

2. PRE-SCREENING

Eligibility Check: GOLDLAW confirms that the case falls within the firm’s practice areas and jurisdiction. This may include assessing the statute of limitations and other points of interest.

Basic Case Evaluation: An initial assessment is made to determine the potential merit of the case based on the provided information. Confirming these fiver things is essential:

Type of potential liability.

Location of the incident (sovereign cases need to be ruled out).

When did injury occur (for statute of limitations concerns).

Extent of the injury.

Type of treatment that client received and is undergoing.

3. DETAILED INTERVIEW

Comprehensive Information Collection: An intake specialist conducts a thorough interview with the potential client, gathering detailed info about the incident, injuries, medical treatment, witnesses, and any other relevant details.

Documentation Request: The client may be asked to provide any available documentation, such as medical records, police reports, photographs, and insurance information.

4. CASE REVIEW

Attorney Review: The collected information and documents are reviewed by a GOLDLAW attorney to evaluate the case’s legal merits and potential foe success.

Follow-Up Questions: If necessary, the attorney may request additional information or clarification from the client.

5. DECISION MAKING

Case Acceptance or Decline: Based on the attorney’s review, GOLDLAW decides whether to take on the case. If accepted, the client is informed about the next steps. If declined, the client is notified and may be referred to another attorney or given guidance on alternative options.

6. RETAINER AGREEMENT

Contract Signing: If the case is accepted, the client is asked to sign a retainer agreement, which outlines the terms of representation, including fee structures and expectations.

Explanation of Agreement: The terms of the retainer agreement are explained to the client to ensure they understand their rights and obligations.

7. CLIENT ONBOARDING

Case File Creation: A case file is created with all the collected information and documents.

Client Portal Access: The client may be given access to the online portal where they can track their case progress and communicate with GOLDLAW.

Initial Strategy Meeting: The client will receive a call from their GOLDLAW legal team to introduce themselves and discuss case strategy and the required steps for success.

8. CASE MANAGEMENT

Ongoing Communication: GOLDLAW maintains regular communication with the client, providing updates on case developments and requesting any additional information or documents as needed.

Investigation and Legal Action: GOLDLAW begins its investigation, gathers evidence, and prepares for any necessary legal actions, such as filing a lawsuit or negotiating a settlement.

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