As your firm embraces the future, you likely are looking for new, innovative technology to manage and exceed client demands. Forward-thinking legal and IT professionals should be asking themselves “Are we embracing modern legal technology? What could our firm do if more of our disparate systems worked together?” The answer lies in integrated matter-centric management […]
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 […]