The Onit Matter Intake App simplifies the matter intake process to a single data-entry form making it easier to streamline workflow and reduce unnecessary information gathering. Using the Onit Matter Intake App, everyone will know:
- When new matters are created
- How many new matters are created on a daily, weekly or monthly basis
- Which lawyers are assigned to each matter
- Where the matter is in the process
Legal departments need to have a clearly defined matter intake process. Working without a process 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, continuous process from the moment a project, claim or legal matter becomes a potential lawsuit.
The Onit Matter Intake App helps legal departments centralize and rationalize intake processes so matters that need immediate attention can move to the top of the priority list. Improving the quality of the matter intake process enhances relationships with business clients and contributes to better organization in other business processes – making a positive impact on your bottom line.
Unified Intake Process
Any business user can initiate an intake process for a new matter without needing an Onit account.
All business users submit new matters to the legal department using a single data-entry form. The form captures all the necessary data at the source, thereby reducing unnecessary overhead.
People in the approval chain, including the submitter, can receive email notifications and “stay in the loop” on progress related to the matter.
As your matter intake process evolves, so can the App. Adding a new approver or creating business logic to route matters to the appropriate reviewer can be done quickly without involving IT.
Gain insight into the creation of new matters and how they are routed to the appropriate attorney.
Simple. Intuitive. Affordable.
The Matter Intake App is affordable, intuitive, easy to use, and learn. There is virtually no training to get started.
An iterative review process lets team members collaborate in a shared workspace.