In legal matter management, few things are as vital as a well-designed intake process.
Without it, instructions can arrive from various channels like emails, phone calls, or in-person conversations (and often all of them!).
When there is no systematic method to capture this information, it often remains scattered across emails or locked away in people's minds. Consequently, it must be repeatedly entered into different documents or systems at different times.
This lack of organisation can lead to delays, necessitating clarifications and additional information requests. Moreover, it can spark disputes, with the business believing they provided instructions much earlier than the legal team believes is the case or with conflicting recollections about the requested information.
The absence of reliable data makes it more challenging for the legal team to actively manage matters, conduct reporting and analytics, and demonstrate their effective management of legal risks and opportunities for the business.