Observed field
Information the person visibly supplied or an identified system source recorded.
Prepare the review. Preserve the decision.
Screen turns available inquiry context into a lawyer-ready report. It shows what was observed, why attention may be prioritized, what remains uncertain and what the lawyer may need to confirm.
The difference is not another score.
Many handoffs stop at contact data, a form response or a campaign source. Screen prepares a visible evidence chain so the next reviewer can question it.
It is the Saturday consultation that should have been a referral out. The strong inquiry that waited three days behind a weak one. The retainer that became six months of work the firm never wanted. Each one began as an unranked inquiry, reviewed without context.
- Marketing contextConnect the inquiry to the firm's approved desired-client and desired-matter direction.
- Source visibilityKeep submitted facts separate from system interpretation.
- Human authorityReserve conflicts, merit, representation and client decisions to the lawyer.
A complete Screen report.
This fictional artifact demonstrates the complete evidence chain. It contains no client data, score, financial estimate, acceptance decision or legal assessment.
Illustrative attention brief
Fictional example
Submitted business-service inquiry
Visible selectionPrepare for earlier lawyer review
Observed field
The visitor selected a listed service and described a near-term business situation.
Source and reason
Website inquiry. The selected service aligns with a current marketing direction approved by the firm.
Uncertainty
Conflict status, legal merit, capacity, complete facts, representation and outcome remain unknown.
Questions to confirm
Which service is needed? What timing matters? Which parties are involved? What has already happened?
Suggested review focus
Confirm the service and timing context before deciding whether and how the firm responds. No acceptance, rejection or legal assessment has been made.
Six elements keep the reasoning visible.
Each Screen report should be understandable without a hidden model, confidential score or automatic conclusion.
Visible selection
The current marketing-attention recommendation, stated in plain language.
Source and reason
Where the information came from and why the recommendation follows.
Uncertainty
Missing information and decisions the system cannot make.
Questions to confirm
What a human reviewer may need to clarify next.
Lawyer boundary
The permanent reservation of legal, professional and client decisions.
What Screen can prepare.
Screen can assemble submitted context, keep source labels attached, connect visible information with the firm's approved business direction and prepare questions for review.
It can make missing information visible and distinguish a technical failure from a non-match.
What only the lawyer can decide.
Screen does not determine conflict, merit, representation, referral, capacity, acceptance, rejection or outcome. It does not provide legal advice.
The lawyer evaluates the report, confirms relevant facts and decides whether and how the firm responds.
Desired-matter direction comes first.
Before Screen can organize attention, the firm defines which services, situations and constraints its marketing should support. CaseLoad Select translates that direction into transparent reason statements and review checks.
Open the desired-matter toolQuality depends on failure states.
A reliable report remains useful when the input is incomplete, contradictory or technically unavailable.
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Missing
No submitted value stays different from a failed retrieval.
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Unclear
An ambiguous description becomes a question, not an invented fact.
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Technical
A system error never becomes an automatic rejection.
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Boundary
The lawyer-review statement remains visible beside the next action.
Questions about the Screen review
Clear answers before the conversation.
Does Screen accept or reject prospective clients?
No. Screen organizes inquiry context and can prioritize attention for lawyer review. It does not decide conflicts, merit, representation, referral, capacity, acceptance, rejection or outcome. The lawyer confirms relevant facts and decides whether and how the firm responds.
What is in a Screen report?
A Screen report can show available inquiry details, the attention recommendation, its source and reason, missing information and questions to confirm. The report keeps the lawyer’s decision boundary and the reasoning visible for review.
How does Screen show the source of its recommendation?
The report labels observed fields and their sources separately from the visible selection and its reason. That lets the lawyer see which details came from the person or an identified system source, and which part reflects the firm’s approved marketing direction.
What happens when an inquiry is incomplete or unclear?
Missing information stays marked as missing, and an ambiguous description becomes a question for review rather than an invented fact. The report can identify what a lawyer may need to confirm before deciding what response is appropriate.
Can a technical error cause Screen to reject an inquiry?
No. A system error is kept distinct from a non-match and does not become an automatic rejection. The failure should remain visible as a technical state so the firm can identify the issue and decide the next action.
Why does Screen need the firm’s desired matters?
The firm defines which services, situations and constraints its marketing should support before Screen organizes attention. The report can connect an inquiry’s visible context to that approved direction and explain why earlier review may be useful. It does not assess legal merit or determine whether the firm should take the matter.
To define that direction, use the desired client and matter worksheet.
This page also offers a browser-local inquiry handoff review with structured visibility questions; it does not request client or matter details. browser-local inquiry handoff review
See what your current handoff makes visible.
Use the browser-local review. It asks only structured visibility questions and does not request client or matter details.