Intake-to-Outcome Clarity Checklist
A practical self-assessment for justice-focused organizations to reduce dropped handoffs, reporting chaos, and privacy risk.
What is the checklist
When intake, referrals, and reporting are stitched together across tools and partners, even great teams start dropping things. This checklist helps you see where people fall through the cracks between first contact and outcomes, then turn that reality into clear priorities you can act on.
Who is it for
Built for justice-focused organizations. Legal aid, court self-help, navigator programs, and justice support networks facing demand overload, messy handoffs, and rising trust risk.
Your top 3 bottlenecks slowing intake-to-outcome delivery
Your top 3 trust risks. Data, privacy, security, and vendor exposure
A 30/60/90-day plan with owners and simple measures
What you will walk away with
FAQs
Is this only for large organizations?
No. It is designed for small and mid-sized teams. If you have intake, handoffs, and reporting, it applies.
Do we need perfect data to use it?
No. This checklist is built to work even when data is messy. The goal is clarity, ownership, and priorities.
What is we work through partners and courts
That is exactly why this exists. It helps you spot where handoffs fail, what “complete” should mean, and what closed-loop referral would look like.
How will you use the information we submit?
We use it only to send you the checklist and a short follow-up resource to help you apply it. If you book a clarity call, we use it to prepare for that conversation. We do not sell your information.
Get the checklist
We will email you the PDF and useful follow-up resources. Unsubscribe anytime.
Turn your checklist results into a clear next step
In 30 minutes, we will review your top 3 bottlenecks and top 3 trust risks. You will leave with a prioritized next step that fits your mission and capacity.
30 minutes. Clear priorities and a next step you can act on.