Filter CAM matters before legal intake
A CAM finding can sort facts. It cannot decide a case.
This original filter uses ABA rule models.
It also uses a CAM clause source.
Neither source creates a legal intake test.
Use four intake classes. Route each class to one lawyer choice.
The attorney growth pillar places this filter before legal scope.
The Practice Growth hub links related firm intake paths.
The attorney page shows counsel-led CAM review.
Clear conflicts before scoring
Do not score a file before conflicts clear.
Record the client and related parties. Add the landlord and manager.
Log the property and lease party. Counsel must clear the result.
Use the client-file steps for that first gate.
Build one fact packet
The filter needs source proof, not claims alone.
Capture these fields:
| Field | Required record |
|---|---|
| Parties | Client, landlord, manager, and related entities |
| Clause | Exact lease text and source page |
| Statement | Line, amount, and source page |
| Math | Inputs, rule, and repeated result |
| Backup | Present, missing, or disputed |
| Date | Delivery date and proof source |
| Messages | Key written exchanges |
| Client aim | Requested business result |
| Other facts | Issues outside CAM |
| Next state | Review, request, preserve, or refer |
Keep unknown facts marked as unknown. Do not infer them from silence.
Use four filter classes
This original filter sorts evidence. It does not score legal merit.
Class one: supported math
The packet cites the clause and statement line. Counsel can repeat the math.
Backup supports the inputs. Any assumptions are shown.
Next state: attorney scope review. Counsel decides the legal meaning.
Class two: missing evidence
The concern may be real. Yet one needed record is missing.
Name the exact invoice, ledger, lease change, or share record.
Next state: targeted file request. Do not state a final finding.
Class three: date risk
The file has an unclear delivery date or contract window.
The filter should flag the proof. It should not give deadline advice.
Next state: prompt lawyer review. Counsel checks the governing law.
Class four: non-CAM dispute
The facts may involve fraud, tort, or another legal theory.
CAM evidence may only be background. Do not force a CAM score.
Next state: separate legal intake. Counsel sets the right path.
Stop the score
Some facts need direct lawyer review. Stop the filter when they appear.
Stop for these issues:
- Unclear limitations questions
- Privilege or work-product concerns
- Evidence loss or spoliation claims
- Fraud or intent claims
- Tort allegations
- Expert evidence questions
- State law remedies
- Unresolved client approval
The ABA Model Rules guide many states. State rules still control each lawyer.
This filter cannot apply those rules. The firm must set its own controls.
Route four sample matters
These examples are fictional. They predict no legal result.
Oak has supported math
Oak has a cited cap clause. Its billed inputs are present.
Counsel can repeat the math. The backup matches those inputs.
Result: class one. Send the packet for attorney scope review.
Pine lacks backup
Pine questions one admin fee. Its ledger base is missing.
The lease clause is clear. The missing ledger blocks the check.
Result: class two. Ask for the named fee ledger.
Elm has date risk
Elm received two copies of one statement. The dates conflict.
Its lease has an audit-rights clause. Counsel has not checked the window.
Result: class three. Flag both proofs for prompt lawyer review.
Cedar is not a CAM file
Cedar alleges destroyed records and false statements. CAM is only background.
Those facts exceed this intake filter. They need separate legal review.
Result: class four. Stop scoring and route to counsel.
Treat clause effects with care
CAM clause effects may depend on the state.
One 2010 law article reviews differing court treatment.
Use it only as a caution. Verify current law before drafting advice.
Do not turn the filter class into a win chance. It proves no damages.
Shape the intake note
Lead with the file state. Then name the missing choice.
Use this format:
Class: Needs proof.
Known: The packet cites the fee and lease.
Missing: The fee ledger.
Next: Counsel may ask for that ledger.
This note is a fact index. It is not a merits opinion.
The flat-fee scope guide can follow a ready file.
The draft review guide covers outgoing text.
Find more intake controls in the attorney resource hub.
Where CAMAudit fits
Oak's packet cites the cap clause and billed inputs.
Counsel repeats the math from those inputs. The backup matches them.
CAMAudit may identify that cited review item. Fixed rules run the math.
The tool places this item in a branded CAM audit.
The tenant attorney reviews and signs the audit.
The finding is not legal advice. It is not a merits opinion.
CAMAudit may prepare a dispute letter draft here.
It uses the reviewed finding.
Counsel checks each claim and decides what may be sent.
It is a draft for your review, not legal advice.
Have counsel review it before sending.
Use the service line guide to set firm scope.