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Matter Intake App

Problem Statement: Some legal departments have a matter intake process that works well and other legal departments simply don’t have a clearly defined process at all. Without a process, it can lead to conflicts of interest, issues with collecting information, liability problems and inconsistent company goals. Ultimately, the key is putting into place a seamless process from the moment a project, claim or matter becomes a potential lawsuit.

 

Onit Solution: Onit’s Matter Intake App can show you how many new matters have been created each day and what your lawyers are doing with the new matter. You can also track who needs to work on the project, route it to the right person, and access where the information is in the approval process.

 

Value Prop: Simplifying the matter intake process to a single data-entry form can simplify workflow, reduce unnecessary information-gathering, and save time deciding whether or not a matter needs immediate attention. In addition, improving the quality of your matter intake process can enhance relationships with your business clients and contribute to the better organization of other business processes, thus positively affecting your bottom line.

 

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Tips

 

A firm’s new matter intake and conflicts process must clearly identify who the potential client is. Firms need to ask themselves the following questions:


  1. Whom are we representing?
  2. For whom are we actually performing the legal work?
  3. If we accept a new matter representation, are we agreeing to represent affiliates and subsidiaries?

Written by: Nancy Beauchemin