The Intake SOP + Toolkit

Turn Client Intake into a Smooth, Scalable System.

This complete SOP and task management kit is the exact process used inside a fully remote Social Security disability law firm. Whether you're a solo attorney onboarding your first VA or a small team trying to tighten your intake pipeline, this kit gives you the structure, timing, and tools to manage new leads with clarity and professionalism.

✅ What’s Inside:

• A comprehensive, field-tested Intake SOP
• A full 5-phase intake management workflow, from initial contact to prospect conversion
• Defined team member roles, timing benchmarks, and Clio task triggers
• Tools + instructions for JotForm, Dialpad, Clio, and internal documentation
• Client Interview Questionnaire
• Referral handling, documentation tips, and more

🧠 Designed to Help You:

• Delegate intake without micromanaging
• Protect deadlines and reduce dropped leads
• Standardize how intakes are handled through your firm
• Build trust from the very first call

👩‍⚖️ Who This Kit Is For:

• Solo and small firm attorneys
• Legal teams building systems
• Disability law firms scaling with remote staff
• Anyone tired of reinventing intake for every new lead

⚡ What Makes It Different:

You’re not getting a generic intake checklist. This is a real system that powers a real firm—built by an attorney who's done the work. No fluff. No guesswork. Just plug, train, and run.