Ticket details
Start with the citation itself, then confirm the details before attorney review.
- Citation number
- Court and jurisdiction
- Charge or violation
- Hearing or due date
Guide
Traffic-ticket intake checklist for law firms
A clean intake checklist helps traffic-ticket firms avoid retyping, missing court context, and unclear next steps.
Driver and source
Capture who submitted the ticket and who needs visibility later.
- Driver contact details
- Fleet or agency relationship
- Preferred communication channel
- Supporting notes
Next action
Do not end intake with a static record. Define the next case action.
- Attorney review
- Quote or fixed-fee path
- Payment request
- Document request
FAQ
Should intake start with a generic matter?
For traffic-ticket work, the citation usually gives the clearest first structure.
Who should use this checklist?
Attorneys, intake staff, and operations teams handling traffic-ticket submissions.
