July 2017

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 […]

June 2017

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 […]