Legal operations
Matter intake and conflicts, moved out of email
- Decision
- Intake was the firm's differentiator and its bottleneck. The practice management system could record matters but not shape how they were accepted.
- Work
- A custom intake and conflicts workflow integrated with the existing system of record, with rules owned by the firm's risk team.
Days → hours
Intake cycle time
Removed
Manual re-entry
The result
Intake moved from days to hours, with the acceptance rules owned by the firm rather than the vendor.



