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In today’s fast-paced business environment, professional services
firms are challenged to streamline critical business processes to ensure
compliance with policy, improve client service and drive productivity
improvements. Law firms continue to see more and more litigation that’s
directed at the firm itself, the implications of these changes can lead
to a large judgment, settlements and loss of hard earned reputation. The
result, more than ever professional services firms need to scrutinize
and manage risk at every stage of the client engagement lifecycle. The
right set of solutions can make a significant difference; aiding to streamline
overall processes, accelerating new business, and increasing client satisfaction.
Interwoven New Business Intake addresses the processes around new client
intake by automating the often complex manual processes many organizations
use today. Built on a flexible workflow foundation, Interwoven New Business
Intake enables firms to automate and monitor multiple critical business
processes; reducing what in the past might haven taken days or weeks to
a matter of hours. Easily connecting to other organizational data systems
(Accounting, Time & Billing, Records) the solution enables the organization
to step through the complex workflow of both Intake, and, with Interwoven
Conflicts Manager, through the conflicts reporting process as well –
simplifying the complex multi-stage process. An intuitive web based interface
and a slew of enterprise systems connectors easily enable retrieval of
information from various organizational systems, get approvals, and finally
update the appropriate systems, notify stakeholders, and kick-off the
auto generation process of client engagement files within Interwoven’s
WorkSite document management system and Interwoven Record Manager; a simple,
clean hand-off with minimal administrative involvement.
- Leverage a simple to use ‘wizard’ oriented model that
makes it easy to step through the intake process and quickly identify
what needs to happen next
- System connectors make it clean so there’s no need for replication
of data from other systems
- Integration to document management and imaging systems enables the
system to easily track Retainer, Waiver, and Engagement letters
- Integration with internal systems as well as records management system
delivers a 360 degree view during the intake process
- 100% web based on Microsoft .NET
- Reduce the time to take in new business from days and weeks to hours
- Consistently apply the firms polices, procedures and approval cycles
for new business intake
- Streamline the information flow between IT systems as new clients
and engagements are created
- Reduce costly errors due to manual data entry
- Automate the creation of electronic files, paper files, client extranets,
ethical walls, security and privacy policy at the right time in the
client intake process
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