A new client should flow from intake form to open matter without a paralegal chasing a conflict check and re-keying details into the DMS. We orchestrate intake-to-matter across your DMS, billing, and CRM — event-driven, ethically walled, and logged to a trail that holds up to a bar audit.
Client intake is where a firm's risk and its first impression both live. A prospective engagement has to be checked for conflicts, cleared by the responsible attorney, set up with the right billing arrangement, and provisioned in the document management system with the correct ethical walls — usually by a paralegal toggling between five systems and a checklist. Every manual handoff is a place where a conflict gets missed or a matter sits half-opened for a week.
We orchestrate that path as event-driven steps that move an inquiry from intake form to billable matter automatically. Parties are run against the conflicts database, clearances are routed to the right attorney, the matter is provisioned in the DMS and billing system, and documents are filed to the correct workspace. Because each action is captured in an append-only log, your general counsel and risk team can show exactly how — and when — every matter was cleared and opened.
Three capabilities, shaped by how firms actually open, staff, and protect a matter.
Begin where the manual relay creates the most risk and the most lost billable time:
We orchestrate the conflict check as a step in the intake flow: incoming parties are normalized, searched against your conflicts database and prior matters, and any potential hits are routed to the responsible attorney or general counsel for clearance before a matter is opened. The search, the results, and the clearance decision are all written to the matter's audit trail.
Yes. We orchestrate against DMS platforms like iManage and NetDocuments through their APIs, filing documents to the right matter workspace with the correct security and ethical-wall settings, and triggering downstream steps when a document lands. The DMS stays the system of record; we coordinate the work around it.
Walk us through how a new client becomes an open matter today. In a thirty-minute briefing we map the conflict checks, systems, and handoffs involved and where orchestration removes the friction — and you leave with a scoped path and an ROI memo. Response inside 24 hours.