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.
Request list
The pre-screening page displays a list of all intake requests with the following information for each:| Column | Description |
|---|---|
| Attorney Name | The name of the attorney who submitted the request |
| Firm | The attorney’s law firm |
| Case Type | The category of the case |
| Date Submitted | When the request was submitted |
| Status | Pending, Accepted, or Rejected |
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
Accepting a request
When you accept a request, it becomes an active case on the platform.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.
Rejecting a request
If a case is not a good fit, you can reject the request.Review the request details
Determine why the case is not suitable (outside your specialty, timeline conflict, etc.).
Click Reject
Click the Reject button on the request detail page. You may optionally provide a brief reason for the rejection.
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