The Holistic Vision for Legal Matter and New Business Intake

July 26th, 2017|Categories: Buyer Education|

Historically, when law firms and corporate legal departments considered new client or matter intake, they focused on the particular function of the information gathering process as opposed to the entire life cycle an engagement follows. Today, that focus seems shortsighted, given the availability of holistic platforms that can not only automate intake, but also “talk […]

AdvoLogix Announces Enhanced Accounting Seed Integration to Improve Matter-Based Accounting for Law Firm Processes

July 20th, 2017|Categories: AdvoLogix Updates|

AdvoLogix® today announced the release of the latest upgrades to our Accounting Seed integration. This release includes enhanced support for custom LEDES billing templates, a new transaction disposition feature, and support for the new AdvoLogix user interface.

Law firms can integrate Accounting Seed with AdvoLogix to handle matter-based accounting and gain a 360-degree solution to client-matter […]

Six Key Stages of Legal Matter and New Business Intake Processes

July 12th, 2017|Categories: Buyer Education|

A good new business intake platform should help law firms and legal departments automate many of the stages of the process. When evaluating platforms, consider:

1.      Inbound Lead Processing

Some law firms will want to incorporate the intake process with their marketing platform so they can measure and evaluate their client-facing marketing efforts.

2.      Information Gathering

The information gathering […]