LBMS™ New Business Intake module provides a highly configurable, dynamic and extensible web application with embedded business processes that helps law firms realize gains in efficiency and automation, while ensuring compliance and mitigating risk for all aspects of their new business intake process.
Sophisticated Business Process Management and application capabilities allow firms to define their own unique business processes, business rules, security requirements and automated email notifications.
The LBMS™ New Business Intake module allows attorney’s and secretaries to initiate new business intakes with all the necessary information required by to perform conflict checking, approvals, and integrations with the firm’s Accounting, Conflicts, and Docketing systems. For the duration of the intake, attorneys and secretaries can track the status of their intake requests at any time. Completed intakes are permanently stored in the system and are searchable based on security rights. Configurable business rules ensure that the right information is collected at the right time during the process.
For the Firm’s business intake teams, such as conflicts, records, accounting, and docketing, the LBMS™ New Business Intake module provides a range of functions, coordinated workflow, visibility into your team’s workload, and ability to redistribute work within your team. Integration with various Conflicts systems reduces data entry and allows conflicts analysts to focus on identifying and resolving conflicts. Coordinated Integration with the firm’s accounting and docketing systems also reduces duplicate data entry, improving data quality and speeding up the overall intake process.
Firms using LBMS™ enjoy the following key benefits:
• Accelerated cash flow
• Faster turnaround on intakes
• Real-time visibility into every aspect of intakes and other processes
• 100% auditing of key changes
• All records relating to a process stored electronically within a central, searchable repository
• Increased revenue through more timely and accurate time entry and billing
Summary of LBMS™ New Business Intake module capabilities:
• Sophisticated and configurable Workflow
• Tasks and Status
• Client / Matter Information
• Parties and Contacts
• Documents, Notes and Emails
• Configurable Resources & Links
• Intake Search
• Billing information and Rates
• IP Information
• Attorney Roles and Credit Allocation
• Integrations with Conflicts, Accounting and Docketing systems
• Comprehensive Audit Trail
