Should the public site collect a detailed narrative or only routing data?
- Minimal routing and conflict-screening fields
- Detailed public matter narrative and uploads
Choose: Start with minimal fields and request more information through the firm’s approved secure process after conflict review.
Tradeoff: Minimal intake can require staff follow-up, but it reduces sensitive pre-engagement data. Detailed intake may speed triage while increasing privacy, security, retention, and mistaken-reliance risk.
