Legal Services Offshore blog
Approval matrices for offshore legal intake support
Map intake actions to the right reviewer so support staff can collect and route facts without crossing into advice or acceptance decisions.
Defined workflowAttorney review gatesPractical escalation
Name the action and owner
List the intake step, permitted support action, required source, reviewer, response target supplied by the firm, and stop condition. Keep the matrix tied to the actual intake lane.
Separate routine from judgment
Routine fact capture, appointment requests, and approved acknowledgments may have one path. Conflict decisions, advice, promises, sensitive disclosures, and unclear urgency require the firm’s named reviewer.
Test the handoff with examples
Use representative scenarios to check that the worker knows when to continue, pause, and route. Record questions that the matrix does not answer and update it only through firm approval.