New Business Intake and Conflicts Consulting

Opening new clients and matters is an increasingly comprehensive process that is critical to a law firm’s business operations. In addition to searching clients and parties for potential conflicts of interest, most firms complete client due diligence, credit checks, profitability analyses and several layers of management approval as part of the intake process. If not well-executed, this can result in inaccurate or incomplete data that can be troublesome for years to come, or even deemed useless.

Our team of subject matter experts is committed to providing risk-averse, streamlined solutions. Beginning with an upfront assessment of current processes, we employ project management principles and best-practice expertise to ensure that all of our clients have a documented plan to manage their intake and conflicts initiatives. Combining input from the firm with a thorough understanding of risk management concerns, we guide our clients towards creating new matter intake and conflicts management procedures that comply with outside counsel guidelines as well as evolving legal requirements. We have helped firms with both centralized and de-centralized conflict checking processes to construct new workflows that reconsider client and matter scrutiny while decreasing matter opening timelines.

Conflicts Essentials

In addition to consulting engagements, we also offer our Conflicts Essentials seminar program. The training will be scaled to fit your team, and can include intensive training for conflicts administrative personnel or basic review for non-lawyer professional staff.

With 15 years of experience defining and refining complex and time-sensitive practices, our team of legal process experts, certified records managers, and attorneys will help your firm open matters quickly and with peace of mind.