Enquiry capture
Enquiry capture remains connected to the wider matter or practice workflow, with responsibility and exceptions kept visible.
- Connected source records
- Named review authority
- Visible exceptions
Client Intake
Structured Client Intake for Law Firms
Capture enquiries, people, organisations, instructions, evidence, and required checks before an authorised person opens a client or matter record.
Structured enquiries Connected parties Review hand-offs Controlled opening
Operational Scope
What to examine in client intake.
Each capability should be evaluated against the firm's real records, permissions, review duties, and failure conditions.
Party records
Party records remains connected to the wider matter or practice workflow, with responsibility and exceptions kept visible.
- Connected source records
- Named review authority
- Visible exceptions
Risk hand-offs
Risk hand-offs remains connected to the wider matter or practice workflow, with responsibility and exceptions kept visible.
- Connected source records
- Named review authority
- Visible exceptions
Matter-opening review
Matter-opening review remains connected to the wider matter or practice workflow, with responsibility and exceptions kept visible.
- Connected source records
- Named review authority
- Visible exceptions
Controlled Workflow
Move from source evidence to an accountable outcome.
The exact configuration depends on the firm's operating model, enabled workspaces, data, and assigned authorities.
Define scope
Confirm the relevant matters, records, people, roles, branches, and decision boundaries before work starts.
Connect evidence
Attach the source records and context needed to understand, review, and reconcile the work.
Review exceptions
Route incomplete, conflicting, unavailable, or permission-restricted states to the responsible person.
Record the outcome
Preserve the accepted result, remaining exceptions, responsible authority, and next action.
Evidence Boundary
Treat product evidence as scoped evidence.
The page describes a controlled operating pattern, not a guarantee that every integration, automation, report, or outcome is available without configuration and verification.
Navigation and client input never grant access; the relevant tenant, branch, matter, record, and capability must be re-authorised.
Loading, empty, unavailable, permission-denied, failed, and retryable outcomes must remain distinguishable from success.
Software can organise evidence and workflow, but professional, regulatory, accounting, and operational decisions remain with authorised people.
Confirm the deployed environment, enabled providers, configured controls, and supported data before relying on a capability.
Client Intake FAQ
Frequently Asked Questions
Practical questions about client intake, authority, evidence, and product scope.
What does Lexuno mean by client intake?
Capture enquiries, people, organisations, instructions, evidence, and required checks before an authorised person opens a client or matter record.
Does this page promise that every workflow is enabled for every firm?
No. Availability and behavior depend on the current product release, plan, configuration, permissions, providers, and the firm's accepted operating model.
How should a firm evaluate this capability?
Use representative records and end-to-end scenarios, including empty, permission-denied, provider-unavailable, failed, exception, and reconciliation states.
Does Lexuno replace professional advice or accountable review?
No. Lexuno provides operational software. Legal, regulatory, accounting, security, and professional decisions remain separate responsibilities.
How should access be verified?
Test the exact tenant, branch, matter, record, role, and capability boundaries server-side. Visible navigation alone is not authorisation evidence.
Evaluate client intake against your real operating model.
Use representative workflows and request current product evidence for the scope that matters to your firm.