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Spot a bad client before you sign the retainer

The most expensive client is the one you should never have taken. Outlaw Practice builds structured Red Flag screening right into intake, so you weigh client quality, ability to pay, and ethical risk before you commit, not after hours of unbillable work.

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Built Into Intake

Screening is part of how a lead becomes a client

Red Flags live on the lead itself, inside the same intake flow where you capture the case. The evaluation travels with the prospect from first call to retainer decision, so the warning signs are in front of you exactly when you choose whether to sign. One system: the screen and the sign-up are the same workflow.

  • Screen clients before they become problems

    Structured Red Flag checklists let you weigh a prospect before you sign the retainer, so you catch problems at intake, before you’ve sunk hours of unbillable time into a case you should have turned down.

  • Know whether a client can pay

    Can this client pay? Will they be responsive and reasonable? Red Flags scores the things that decide whether an engagement is worth taking.

    • Structured categories for client quality and financial viability
    • Decide which engagements to accept with your eyes open

  • Weigh case complexity and ethical risk up front

    Some cases look straightforward until you’re in deep. Red Flag categories for complexity and ethics prompt you to think through conflicts, jurisdictional issues, and resource demands before you commit.

    • Screen for conflicts and jurisdictional issues before the retainer
    • Account for the resources a case will demand

  • Boost the flags that matter most

    Not every warning sign carries the same weight. Boost critical flags so they stand out: a history of firing attorneys might be a yellow flag, but an active bar complaint against your prospect is a red one.

  • See who’s been screened, at a glance

    A half-finished evaluation helps no one. Outlaw Practice tracks checklist completion on every lead, so you can see at a glance which prospects are fully screened and which still need a look before anyone signs.

    • Completion tracked per lead, visible to the whole firm
    • Spot unscreened prospects before the retainer decision

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