Do you havean intake bottleneck?

We know the day our intake clock starts and the day it stops.

We can say how many days it takes, from letter sent to everything in hand.

One named person owns that clock.

We track new clients and returning clients separately.

Each client gets a request built for their situation, not the same organizer as everyone else.

For returning clients, we ask only for what we do not already hold.

No document is ever requested twice by two different people.

Clients know exactly what is needed, what is optional, and by when.

Reminders go out on a set schedule.

Follow-up does not depend on someone remembering.

Someone notices when a reminder is ignored, and knows what to do next.

We reach clients on the channel they actually answer.

We know which item usually arrives last.

We can see how many returns are half complete, waiting on one item.

We have a rule for when a missing document becomes an extension, and someone who decides.

We rarely start on an incomplete file and rework it later.

Everyone in the firm agrees what "ready to start" means.

Anyone on the team can see which clients are waiting on what.

One person owns each file from the signature to the first hour of preparation.

We know how many hours go into chasing, and what those hours cost.

We know how many clients go quiet after they sign, and why.

We know what the wait looks like from the client's side.