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#practice management

Practice operations

How does a new matter get opened?

Intake, conflicts clearance, signature, lane. June Okafor on the four steps between a prospective client's first call and the first hour of billable work, and why an associate can collect information but cannot promise acceptance.

June Okafor · Practice Manager · August 13, 2026 · 4 min read

Practice operations

What happens when a client asks for their file back?

A file return request is one of the most ordinary things a firm handles and one of the easiest to get wrong. June Okafor walks through the firm's policy: what is returned, what is retained, and who decides the hard cases.

June Okafor · Practice Manager · August 6, 2026 · 4 min read