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 enough to allow your team to adjust for unique circumstances.
  • Multiple staff and departments are involved in the intake process. The ability to collaborate among individuals and teams is an essential requirement. The collaboration should remain in context to the process.
  • Risk prevention is key to the overall success of your intake process. Automated processes will reduce human error, but the process life cycle should include the ability for audits and approvals at designated steps within the process flow.

Next week, our blog series continues with the five key elements to a new matter and new business intake platform. If you don’t want to wait for the next blog, you can download the complete article here: