New Business Intake

The onboarding of a new client or matter by a law firm requires a complex set of administrative processes including the capture of key information about the prospective work. A New Business Intake system is generally the first place that details about a new matter are recorded, including which client it is for, in which industry, in which practice area, what type of matter it is, the name of the originating partner and so on. Intapp Intake and Clio Grow are two of the leading solutions in this area.

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