The Five Key Elements of Legal Matter and New Business Intake Platforms

June 28th, 2017|Categories: Buyer Education|

Law firms and legal departments should look for these key elements of any solid new business intake platform:

  • A customizable, intelligent interface for collecting initial information from the client or organization. This Includes but is not limited to organization identity, reason for engagement, related parties and relative documents, among other factors.
  • Investigating and processing the […]

The Three Essentials of Legal Matter and New Business Intake

June 22nd, 2017|Categories: Buyer Education|

New business intake processes are highly complex. Before evaluating intake platforms, law firms and legal departments must remember the essentials of new business intake requirements, including:

  • The magnitude of procedural steps dictates the need for business process automation whenever possible. These processes should reduce the level of human involvement in the workflow but be flexible […]

The User’s Story for Legal Matter and New Business Intake

June 14th, 2017|Categories: Buyer Education|

Legal Matter and New Business Intake Article

Law firms and legal departments perpetually struggle with perfecting the process of accepting new business for the organization. The intake process starts with the initial customer interaction and ends with accepting or declining the new work. There are several tasks […]