What is attorney-ready client intake?
Attorney-ready client intake is a collection process that ends with a reviewable file, not merely a submitted form. Required answers and records are present or explicitly classified, client-fixable gaps have exact requests, conflicts are routed to the attorney, and the source trail remains visible.
Synthetic DocketBuddy product data shown; no client information
The readiness states
A requirement should have a meaningful state that explains what happens next.
- Satisfied with source
- Missing from the client
- Deficient and needs replacement
- Needs attorney judgment
- Accepted or waived with a reason
What it is not
Attorney-ready does not mean legally complete, filing ready, or approved. It means the record is organized for attorney review and unresolved items are explicit.
DocketBuddy Ready
DocketBuddy Ready is a client-readiness product for law firms. It turns intake, uploads, and missing-document requests into attorney-ready files before the consult or handoff.
Questions
Is attorney-ready intake the same as a generic online form?
No. A generic form records answers; an attorney-ready workflow also checks requirements, uploads, gaps, and exceptions.
Can Ready hand a matter into the full practice workspace?
Yes. A firm can begin in Ready and continue in DocketBuddy Practice without recreating the client record.