Checklist

PI Intake Leakage Checklist

Which intake controls are missing before the firm can trust lead-to-signed-case reporting?

Use this checklist to find the first missing control in the intake path before increasing spend or blaming the channel.

Version: 1.0Last reviewed: July 30, 2026Reviewed by: CliqSpark Editorial ReviewUngated
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Direct Answer

Use this checklist to find the first missing control in the intake path before increasing spend or blaming the channel.

What You Get

  1. Transparent local scoring.
  2. Dimension-level missed controls.
  3. Prioritized next actions.
  4. Print-ready output.

How This Works

Transparent methodology and limitations

PurposeEach checklist item maps to an observable intake control. Completed controls increase readiness; incomplete controls become the action plan.
LimitationsThis is an operational checklist, not a legal intake form and not legal advice. It should not collect medical facts, caller narratives, or case details.
Result logicYes = ready, partial = fragile, no = missing. Result bands are plain-language decision aids, not scientific ratings.

Legal Conversion control map

A practical intake leakage checklist for availability, routing, response, screening, notes, follow-up, consultation, disposition, and feedback.

This is an operational checklist, not a legal intake form and not legal advice. It should not collect medical facts, caller narratives, or case details.

Interactive Assessment

Complete the visible controls.

Choose the option that best matches observable evidence. The result stays in this browser and is not submitted.

01Availability

Are phone, form, and message channels monitored during stated coverage windows?

Evidence basis: Google Local Services Ads lead management guidance
02Routing

Does every new contact receive an owner or queue status?

Evidence basis: Google Local Services Ads lead management guidance
03Response

Do you distinguish acknowledgement from first useful human response?

Evidence basis: Google Local Services Ads ranking guidance
04Screening

Are required fit fields completed consistently?

Evidence basis: ABA Model Rule 7.1 communications concerning lawyer services
05Notes

Are intake notes consistent enough for attorney review and marketing feedback?

Evidence basis: ABA Model Rule 7.1 communications concerning lawyer services
06Follow-up

Are follow-up tasks created, owned, and closed for qualified opportunities?

Evidence basis: Google Analytics events and key events guidance
07Consultation

Can the team see whether qualified opportunities scheduled and completed consultations?

Evidence basis: Google Ads web conversion setup guidance
08Disposition

Does every contact receive an outcome status?

Evidence basis: Google Ads web conversion setup guidance
09Feedback

Can marketing see which sources created qualified opportunities and signed cases?

Evidence basis: Google Analytics campaign URL guidance

Result Summary

Complete the assessment to see your result.

0 of 9 controls answered.

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Sources and Editorial Basis

Reference basis includes Google Local Services Ads ranking guidance, Google Local Services Ads lead management guidance, Google Ads web conversion setup guidance, Google Analytics campaign URL guidance, ABA Model Rule 7.1 communications concerning lawyer services. Platform documentation and regulatory references are distinguished from CliqSpark practitioner interpretation.

Read the CliqSpark Insights editorial standards.

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Next Step

Want a second set of eyes on the result?

Use the resource first, then bring the gaps into a focused strategy conversation.

Review Intake Readiness