E-WIN™ --- Efficient New Business Intake

  OVERVIEW

Nothing slows down client and matter management more than an ineffective new business intake process. Manually entering client information is inefficient and leads to inaccurate or incomplete information. It can also expose your firm to risk. Instead, get client and matter management right before you shake hands on the deal. The E-WIN™ module is the new business intake tool in the Elegrity CONNECT™ business management system. It automates the intake process to increase your firm’s efficiency, productivity, and profitability. Discover what the E-WIN™ module can do for you.

Fully customizable

The E-WIN™ module does not use generic drop-down menus or user controls.

Centralized information

The E-WIN™ module seamlessly integrates your other systems, via the Elegrity CONNECT™ system, to allow the entire firm to take advantage of high-quality information.

Automated process

Do you feel like you’re reinventing the wheel every time you sign a new client? The menus in the E-WIN™ module remain consistent for all new business, making data entry more efficient, accurate, and complete.

Mitigate risks

Missing or inaccurate information not only wastes your time, it can put your firm at risk. The E-WIN™ module streamlines the new business intake process so client information is filled out completely, consistently, and efficiently.

Increase profitability

With the E-WIN™ module, your efficiency pays off in productivity and profitability. With all key records in one place, it’s easy to see where your firm thrives and where there’s room for improvement.

Improve organizational agility

A streamlined intake process can transform your firm into a well-oiled machine. When information is consistent and complete, everyone’s more productive.