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Client and Matter Inception Process for Legal Firms

An example client matter inception process for a UK legal firm.
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Client Matter Inception Process

Using Method Grid we’ve created a simple framework for your own client matter inception process. Each element contains outline guidance, useful information and an example checklist to help you create an ever improving, repeatable best practice process for your own client and matter intake procedures.

With Method Grid you can clone this example into your own library to build out your own bespoke process. Once completed, your staff can clone instances to run through, giving you an ongoing compliance log for each new client and matter inception.

To get this free client matter inception process > just sign up for a free Method Grid account here, go to the grid store and clone this example grid into your new Method Grid account for free!

Who might this client matter inception process be useful for?

Any legal firm looking to operate at that next level of compliance can benefit enormously from this new client and matter induction process framework; and from a knowledge and business process management system like Method Grid.

Starting with this example you can map out your firm’s own bespoke processes quickly and easily – link to your documents easily with our file upload and cloud document management system links, link process elements to the expert staff in your firm and enable social knowledge management with interlinked commenting and feedback.

“The average interaction worker spends an estimated 28 percent of the workweek managing e-mail and nearly 20 percent looking for internal information or tracking down colleagues who can help with specific tasks. But when companies use social media internally, messages become content; a searchable record of knowledge can reduce, by as much as 35 percent, the time employees spend searching for company information. Additional value can be realized through faster, more efficient, more effective collaboration, both within and between enterprises.”

McKinsey Global Institute (MGI) – The social economy: Unlocking value and productivity through social technologies

How is this process best used?

This example is designed to be used as a basic starter framework for you to build out your own bespoke client matter inception process. Using the power of Method Grid you will then have a master new client and matter intake procedure which can be continuously improved and added to; your staff can then create instances of your process to run through when on-boarding new clients and matters.

Risk and compliance are a huge part of modern legal operations and Method Grid provides the ideal platform on which to build your firm’s legal knowledge management in a simple to use, collaborative and evolving platform.

What does this example client matter inception process consist of?

Based on the guidance provided by The Law Society (UK) and the Solicitors Regulation Authority (UK) This example grid is split into five example stages …

  1. Initial client contact
  2. Client and matter conflict checking
  3. Initial interviews
  4. Internal sign-off
  5. New client and matter inception

… and five themes:

  1. General overview
  2. IT and systems
  3. Crime prevention
  4. Risk
  5. Financial

Method Grid’s simple grid layout lets you breakdown the client matter inception process into clear and simple steps. Within each step are the grid elements which can contain your in-depth procedures, checklists and guidance.

Client Matter Inception Process Grid

Client Matter Inception Process Element

Take your firm’s legal knowledge and process management to the next level!


Getting started is simple and completely free:

  1. Sign up / login to Method Grid
  2. Open our grid store
  3. Copy our example grid into your grid library for free
  4. Update it to your requirements
  5. Pat yourself on the back

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