Draft an attorney-availability vetting sheet for the New-Client Intake Form that auto-populates lawyer capacity, existing caseload hours, and potential imputed disqualifications from lateral-hire privilege walls

Generate draft an attorney-availability vetting sheet for the new-client intake form that auto-populates lawyer capacity, existing caseload hours, and potential imputed disqualifications from lateral-hire privilege walls for Legal Services industry

Legal Services

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Click to upload or drag and drop

Allowed: CSV, XLSX, JSON

Max size: 10MB

Upload current attorney roster with practice areas, bar admissions, and lateral-hire status for privilege wall analysis
Brief description of new client matter including parties, opposing counsel, estimated timeline, and conflict-sensitive areas
Select matter complexity level for accurate capacity allocation and attorney matching
Identify client relationship risk level for minimum attorney experience requirements and supervision needs
Specify court system and procedural venue for attorney admission requirements and travel considerations

Click to upload or drag and drop

Allowed: PDF, XLSX

Max size: 5MB

Upload recent conflicts check results including party analysis, relationship mapping, and privilege wall determinations
Specify minimum years of relevant experience and specialized certifications needed for this matter
Indicate required response timeframe for availability decisions and staffing priorities
Set budget parameters to match appropriately experienced attorneys within client fee guidelines
Additional context about existing team bandwidth, upcoming trials, or special considerations affecting availability