LAW-FIRM INQUIRY HANDOFF MAP
Representative operating template — not legal advice or a client result

ENTRY POINT
Source:
What arrives:
When it is monitored:

FIRST RECEIVER
Primary role:
Backup role:
Response expectation:

OWNED NEXT STEP
Task created:
Task owner:
Due time:
System where the task lives:

SOURCE AND OUTCOME
First source field:
Matter label:
Consult fit choices:
Final outcome choices:

WEEKLY EXCEPTION REVIEW
Operator:
Day and time:
Missing-owner view:
Overdue-next-step view:
Unknown-source view:
No-outcome view:

DECISION NEEDED
One routing or ownership choice the firm must approve: