KAICALLS.
Legal intake call handoff worksheet.
Keep one named owner responsible until the next action is confirmed. Complete this blank worksheet inside the systems approved by your firm or print it for your approved paper process.
This worksheet supports intake operations. Use questions, contact permissions, access controls and retention rules approved by your firm. Do not use this worksheet to calculate legal deadlines, assess case eligibility or promise representation.
Read the handoff guide. To save a blank copy, use your browser save command. To print, use your browser print command.
1. Confirm contact details.
| Firm and staff member. | |
|---|---|
| Call date, time and time zone. | |
| Caller name and callback number. | |
| Preferred language and contact method. | |
| Number read back and contact permission confirmed. |
2. Summarize the request.
| Request in the caller’s words. | |
|---|---|
| Details required by the firm and unknowns. | |
| Caller reported date or concern. No deadline calculation. |
3. Assign the owner and fallback.
| Named recipient or staffed queue. | |
|---|---|
| Handoff attempt, time and result. | |
| Acceptance confirmed by whom and when. | |
| Approved fallback and next contact. |
4. Confirm the next action.
| Next action and responsible person. | |
|---|---|
| Authorized callback window and time zone. | |
| Caller told what happens next. | |
| Completion evidence or unresolved follow through. |