How to Process Client Intake

Collecting, verifying, and recording everything needed to start work.

Case Intake

Steps

9 steps

Estimated time

6 minutes

Owner

Operations

Last updated

Aug 16, 2026

Step 1 of 911%

Step 01

Open the intake record

Locate the case in the intake stage and review the summary written at creation.

Common Mistakes

Accepting partial information and planning to chase the rest later.
Tracking follow-ups by memory instead of creating a task.
Filing documents outside the standard subfolder structure.

All steps

Quality Checklist

Requirements compared line by line
Gaps batched into one request
Follow-up task created
Materials filed
Intake marked verified

Related SOPs