Pre-Screening Requests
When attorneys submit intake requests through your form, they appear on your Pre-Screening Requests page. This is where you review each request and decide whether to accept or reject it.Accessing pre-screening requests
Click Pre-Screening in the left sidebar to view your intake request queue. You can also click the Pending Requests stats card on your dashboard.
Pre-screening requests list with filter tabs
Request list
The pre-screening page displays a list of all intake requests with the following information for each:Filter tabs
Use the filter tabs at the top of the page to view requests by status:- All — Shows every request regardless of status
- Pending — Requests awaiting your review (default view)
- Accepted — Requests you have accepted (these become cases)
- Rejected — Requests you have declined
Reviewing a request
Click on any request to open the detail view. Here you can see the full information the attorney provided:- Attorney contact details and firm information
- Case description and type
- Timeline and urgency level
- Any attached documents or supporting materials
- Additional notes from the attorney
Request detail view showing attorney info, case details, and documents
Accepting a request
When you accept a request, it becomes an active case on the platform.1
Review the request details
Read through the case description, timeline, and any attached documents to determine if the case is a good fit for your expertise.
2
Click Accept
Click the Accept button on the request detail page.
3
Case is created
A new case is automatically created and appears in your Cases & Records list. The attorney is notified that you have accepted their request.
Accepting a pre-screening request
Rejecting a request
If a case is not a good fit, you can reject the request.1
Review the request details
Determine why the case is not suitable (outside your specialty, timeline conflict, etc.).
2
Click Reject
Click the Reject button on the request detail page. You may optionally provide a brief reason for the rejection.
3
Attorney is notified
The attorney receives a notification that their request was declined. They can then seek another expert.
Rejecting a request does not negatively affect your account or standing on the platform. It is better to reject a case that is not a good fit than to accept it and underperform.
Next steps
Case Management
Learn how to manage accepted cases
Invoicing
Create and send invoices for your services