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 […]

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 […]

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 […]