New Business Intake

 

Replace your manual, labor intensive and risk laden processes with an automated new business intake workflow system.  We can assist you to design, map and implement a new business intake workflow that corresponds to your unique business rules and processes.

 

Our analysis includes: the intake process, engagement management, conflicts clearing, risk management and client matter provisioning.  The firm, by committing to business process optimization, positions itself to experience significant benefits including:

• Improved operational efficiencies
• Speeds up the process
• Enhance the accuracy of the conflicts clearing process
• Derive benefits from engagement management
• Breakdown geographic barriers with workflow software
• Integration between the intake, conflicts, and back office systems

 

For information about these and other services, contact Todd at 415-668-8411 or by email.