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 […]
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 […]
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 […]