About Cindy Moen

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So far Cindy Moen has created 25 blog entries.

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 […]

The final step in your legal case management journey: Gaining approvals

May 25th, 2017|Categories: Buyer Education|

If you set up your legal case management platform evaluation team with the right functional areas like we recommended early on, you should have an easier time gaining necessary approvals since stakeholders were engaged from the very beginning.

If you still must gain approvals from executive decision makers, here are a few tips to make the […]

Six steps to defining a legal case management pilot project

May 18th, 2017|Categories: Buyer Education|

Your legal case management team has evaluated providers and has agreed on the two to three who best fit your law firm’s or legal department’s needs. Before fully engaging with one, it is a good idea to take a “practice run” with a few to see […]