Case Intake, Assessment & Triage Memo

Case Intake, Assessment & Triage Memo™

Because the most consequential litigation errors occur before litigation begins.

Cases are not lost for lack of advocacy. They are weakened at intake.

Incomplete fact development. Unreviewed contracts. Unanalyzed limitations periods. Unidentified procedural barriers. Unmeasured exposure.

By the time the file is active, leverage may already be compromised.

JWL’s Case Intake, Assessment & Triage Memo™ is a structured early-stage legal analysis designed to identify risk, clarify litigation posture, and strengthen strategic decision-making before significant resources are committed.

This is not administrative intake. It is substantive legal issue analysis.

The Intake Gap

In many practices, retention decisions are made under compressed timelines with incomplete legal stress-testing.

Contractual risk allocation
Statute of limitations and accrual triggers
Jurisdictional and venue vulnerabilities
Waiver and preservation issues
Evidentiary sufficiency
Exposure mapping
Early settlement posture

Disciplined litigation begins with disciplined intake.

What the Triage Memo Delivers

Identifies viable claims and defenses
Flags procedural and jurisdictional risks
Reviews statute of limitations and accrual analysis
Evaluates evidentiary strength
Assesses exposure and leverage
Stress-tests the theory of the case before commitment

Delivered as a formal written memorandum suitable for internal reliance and file documentation.

When It Is Used

Pre-Retainer

To determine whether a matter should be accepted and under what terms.

Post-Retainer Strategic Reassessment

In competitive markets, matters are sometimes accepted quickly to preserve client relationships or prevent the loss of a viable case.

Early enthusiasm, incomplete documentation, or time constraints can delay deeper legal stress-testing.

A post-retainer triage memo allows counsel to reassess the case with full documentation and deliberate analysis before pleadings are filed, positions are hardened, or strategic commitments are made.

Strategic recalibration at this stage often prevents downstream exposure.

Who Engages This Service

Solo and small firm litigators
High-volume litigation practices
Referral or conflict counsel
Transactional attorneys entering disputes
Firms seeking second-layer issue analysis

Risk Mitigation Value

Acceptance of unviable matters
Missed early leverage
Waived defenses
Underestimated exposure
Malpractice exposure
Client dissatisfaction

Strategic intake reduces downstream correction.

What You Receive

Factual Background
Legal Issues Identified
Claims & Defenses Analysis
Procedural Considerations
Statute of Limitations Review
Evidentiary Gaps
Exposure Assessment
Strategic Options
Litigation Risk Profile

Optional add-ons: demand frameworks, motion strategy outlines, discovery roadmaps.

Before You Commit

Before time is invested.

Before resources are allocated.

Before theory hardens.

Request a Case Intake, Assessment & Triage Memo™.