Intake process is crucial to setting a matter up for success and plays a huge role in running an effective legal department. Download this white paper and learn how to create a seamless process that improves the workflows of your entire organization and provides better service to your stakeholders.

The intake process is typically the first interaction with the legal team and forms the basis for the entire lifecycle of the matter. However, legal departments have long struggled to streamline and perfect the process of onboarding new matters. Having to rely on disparate processes like email, forms, tasks, checklists and phone calls has resulted in an inefficiency that wastes valuable time and is prone to errors.

Workflow automation is the key to streamlining the intake process and can effectively prepare a matter for the entire lifecycle of the matter management process. Download this white paper to learn about:

• Problems with the current state of intake

• What an ideal intake process looks like
  

• How to overhaul your intake process
  

• The role of automation in transforming legal intake
  

Offered Free by: Advologix