Legal

• Business Benefits
• Business Goals
• Brochures & Whitepapers
• News & Events

• Conflicts Management
• Document Management
• New Business Intake
• Records Management
• Reporting/Auditing

New Business Intake

The law firm/client relationship begins with the intent to do business. Firms must critically screen potential clients and matters for business relationship and regulatory conflicts as well as to evaluate whether or not the work is in the best interest of the firm. What is the client’s credit history? Reputation? Does the work support the firm’s growth plan? Would the business drain resources from strategic client accounts? These are just a few of the potential considerations.

The intake process is also the time for the firm to clearly outline the terms of the engagement, as well as details regarding records management policies and procedures.

Though the client intake process varies based on each firm’s environment and business goals, all firms must balance the need to begin billable work quickly with the need to mitigate risk.

LegalKEY New Business Intake provides an automated, rules-based workflow for opening new business and streamlining the steps in the approval process so that attorneys can begin billable work faster. The entire review and approval process can be tracked and managed to provide a complete audit trail of every step.  

• Software: LegalKEY New Business Intake, LegalKEY Conflicts Management, LegalKEY Records Management, eDOCS DM, Business Intelligence, eDOCS for Microsoft SharePoint

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.