June 2017

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 […]

May 2017

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 […]