New Business Intake

Streamline your new business intake process to eliminate duplication of effort and data entry errors. Ensure efficient conflict check submission, capture new client intake documentation, and expedite matter creation based on your firm’s requirements.

Consistent Process

Enjoy just one consistent point of entry for all new business information and documentation — from requesting a Conflict Search to capturing billing rules and routing, approvals, and client matter number generation.

Smooth Communication

Provide visibility to workflows in route, nudge pending approvals, escalate conflict checks, and more to ensure smooth communication and collaboration — without delays and duplication.

Organized & Compliant

Access complete, organized, and compliant client information at the click of a button — all in accordance with your law firm’s operations.

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