Legal Services Offshore blog
A source register for offshore legal support intake
Give each intake detail a source, timestamp, and review owner so a firm can check the handoff before deciding next steps.
Defined workflowAttorney review gatesPractical escalation
Record the origin
Label each detail as supplied by a caller, approved form, email, or matter system and retain the source wording.
Flag missing context
List absent names, dates, entities, or attachments as open questions instead of filling them from assumptions.
Route the packet
Show the reviewer, transfer time, and unresolved items so the firm can make the substantive decision.