DIAGLA Law firm template

Hale and Ortiz Matter Loop

How a law firm turns an inquiry into a signed client, a handled matter and referrals.

See every view.

The same business as a Flywheel, Layers, a Pipeline, an Org chart, a Journey and a Timeline.

The matter loop.

  • 1. Hear the problem. A short call to understand what happened.
  • 2. Check conflicts. Make sure the firm can take the matter.
  • 3. Sign the engagement. Scope, fees and terms agreed in writing.
  • 4. Build the case. Gather facts, documents and law.
  • 5. Advise and act. File, negotiate or go to court.
  • 6. Close the matter. Final bill, files returned and a thank you.

The client journey.

  • Asks for help. Calls or fills in the website form.
  • Has a first call. Explains the problem to a lawyer.
  • Signs the engagement. Agrees scope and fees.
  • Follows the case. Gets updates as the matter moves.
  • Gets the outcome. The matter is settled or decided.

What comes out.

  • Resolved matters. Settled, filed or decided.
  • Clear advice. Plain answers clients can act on.
  • Paid fees. Billed on the terms agreed.
  • Referrals. Clients who send others.
  • Protected clients. Rights and interests kept safe.

Make it yours.In your own words.

Use this template, then tell the chat about your business. The names, steps, color and logo change to match.