Sentences with phrase «business intake»

When the new business intake process is considered, a staggering number of 86 % of firms is considering upgrading their existing system or selecting and implementing a new system.

Second, new business intake became increasingly complex — often requiring more detailed business research.

The key to our success is our demonstrated experience in working closely with law firms to develop information governance and new business intake strategies aligned with business and risk management goals.

Many firms struggle with a mechanism to pass client - provided guidelines from new business intake to the records management team.

In a world where law firms must work quickly, yet provide the highest level of value to their clients, the new business intake process should mirror that high standard.

A number of manufacturers noted that exchange rate depreciation against the U.S. dollar had boosted new business intakes from export clients.

The only way to become our client is through a mutual agreement in writing, prepared by us and countersigned by you after we have completed our standard new business intake review process.

This partnership will see an integration of the ContractExpress document assembly application into the Intapp Open new business intake solution, enabling lawyers to streamline the way they create terms of engagement.

The sessions themselves were very educational, during which the panelists offered the audience very specific insights into topics ranging from Mobile Strategy for Law Firms to Strategic Business Intake.

Finance and new business intakes often contribute.

Many of the largest, most business - savvy law firms such as Cozen O'Connor, BlankRome, and McKenna Long & Aldridge turn to InOutsource for solutions to their information governance and new business intake challenges.

They consistently have done excellent work for us, including efforts implementing scanning, records management and business intake systems, developing records retention policies, and managing off - site records storage, among other things.

In addition, Max directed the administrative operations of Foley's conflicts and new business intake function, re-engineering the department's policies, processes, and staffing model.

Having worked previously in prominent Philadelphia law firms in these areas, Haidee has a strong subject - matter expertise in conflicts of interest and new business intake analytics and procedures.

The InOutsource team brings decades of law firm, information governance, and new business intake experience.

Correct me if I'm wrong Smarty but isn't ADERANT and Elite built on MS technology too and many firm's solutions incorporate a best of breed approach using 3rd party specialist apps for time recording, credit control, new business intake etc..

Not business intake and not CRM, Intapp Open Experience captures information on current matters and projects and makes it searchable, avoiding the need for extensive data entry.

The six new partners are: Tracey Butcher, business intake department, Tom Duncan, construction, Simon Fisher, banking and finance, Andrew Hepner, real estate, Mandip Sagoo, insurance, and Kwadwo Sarkodie, construction.

Other areas of focus include pricing and legal project management and reviews and systemisation of finance and business intake processes.

Christopher Young, head of new business intake and risk management at Pinnacle is to hold an equivalent director role at POA.

Production volumes, new business intakes and employment numbers all picked up compared to May.

Where a drop in production levels was reported, survey respondents commented on falling new business intakes and, in some cases, efforts to streamline stocks of finished goods.

Frayman Group, a leading provider of new business intake, risk and compliance software for law firms, today announced that major UK national law firm Weightmans LLP has chosen Compliguard Protect, the leading legal information barriers solution based on the Microsoft's.

In addition to its Conflicts Essentials program, the company focuses on FileTrail records management implementations, law firm business intelligence, new business intake and Intapp implementations, policy and procedure development and more.

Intapp products allow firms to effectively align business operations with business strategy, and are recognized as the most advanced in their respective categories — time entry and recording, application integration, information security, new business intake, and law firm conflicts management.

InterAction will serve as the single, central resource for client relationship management (CRM), seamlessly integrating with the firm's business systems, including new business intake, practice management, document management, external database providers and Microsoft SharePoint, whilst still preserving the separation and confidentiality of certain information, which is an integral requirement of the firm's business structure.

In that capacity, he provided insight on professional responsibility and compliance and administered guidance on policies and procedures in risk management areas such as new business intake, conflicts of interest, client engagement documentation, data security and information governance.

Holistic View of New Business Intake and Conflicts Enables Firm to Reduce Risk and Increase Efficiency PHILADELPHIA — May 3, 2017 — InOutsource, an industry - leading global legal consulting firm, today announced Dickinson Wright PLLC has worked with the company to implement Intapp Open for both Intake and Conflicts.

No Train, No Gain: Conflicts of Interest by Haidee Rodriguez The administrative resources dedicated to New Business Intake and Conflicts of Interest operations within a law firm are highly - specialized resources.

InOutsource's services include information governance needs assessment, policy and procedure development, cost containment and new business intake and conflicts of interest process design.

Client / Matter Numbers: Sooner Rather Than Later by Aaron Brown New Business Intake (NBI) teams can be wary of giving attorneys client / matter numbers for fear that once they have provided the number, they have lost all leverage to collect additional vital information about the engagement.

InOutsource leveraged their expertise with both Intapp Open and FileTrail Records Management System to provide firms with an integration between new business intake and records management so that information captured at matter opening is passed along to the records system.

Matt has worked with law firms to implement a variety of business intake, conflicts, document management, and records management systems.

Ted assists law firm clients in undertaking new business intake and information governance projects.

At her most recent positions prior to joining InOutsource, she worked under the oversight of the general counsel and managed litigation docketing, conflicts, new business intake, and information governance functions on a firmwide basis.

Her areas of expertise include implementing workflows for new business intake, confidentiality screens, client - issued guidelines, lateral partner onboarding, and contract attorney hires.

Eric Mosca, CRM, director of operations for InOutsource, has more than 15 years of experience in new business intake and information management consultation.

Specifically, he conducts comprehensive analyses of new business intake, conflicts, and records operations; develops policies and procedures; assists with documenting business and technology requirements and system selection; provides software development, implementation and testing; and oversees staffing solutions and vendor relationships.

He has worked to implement a variety of policy, procedural, and technology initiatives related to new business intake, conflicts, and records management.

For the better part of a decade, Chris worked in new business intake, conflicts of interest due diligence, and conflicts resolution with one of the top international law firms.

He connects clients» problems with InOutsource solutions in order to drive new business intake and conflicts projects forward.

Max leads law firms in assessing and enhancing their conflicts, new business intake, and information governance programs and processes.

He develops, maintains, and integrates a variety of standard and non-standard law - specific software applications within finance, business intake, auditing, internal processing, and conflicts systems.

Frank offers a wealth of expertise to law firms pursuing technology projects such as new business intake, conflicts of interest, and information governance software implementations.

Chris focuses on project management, consulting support, and process design for conflicts and new business intake.

New business intake (NBI) timelines are often long and inefficient and can directly lead to lost business.

Not only are we able to help automate their new business intake, but we can do so by seamlessly integrating the new module with their existing legacy systems.»