Custom and Pre-Built New Business Intake with Conflicts

I-nnovate is the legal industries most experienced provider of custom, specifications-built, New Business Intake (NBI) procedures. An NBI with Conflicts is the most important business-critical process utilized by law firms for new revenue generation and conflicts risk avoidance.

I-nnovate additionally offers a comprehensive, feature rich Pre-built, Pre-integrated NBI with Conflicts Solution (NBI PPS) that provides rapid firm-wide deployment capability at an economical price, but remains fully customizable to meet each firm’s policies and business rules for onboarding its new clients and matters.

Both specifications-based NBIs and our NBI PPS, are fully integrated with each firm’s key financial practice management systems such as Elite, Aderant or Juris, and supporting applications including third-party conflicts systems such as LegalKey, as well as document management systems including iManage and eDOCS. Comprehensive NBI reporting via SQL Server Reporting Services reports (SSRS) is also included.

NBI Case Study Synopsis

Am Law 200 Ranked Firm – Results from Automating New Business Intake

Previous Manual NBI Process Notes

Paper-based, manual NBI process performed with stacks of paper, couriered between offices, routed by mail carts, Conflicts Analyst tethered to a physical office location for conflicts search support.

  • Firm typically opens 1,000 new matters each month
  • Median time to open a new matter was 3 to 5 weeks

Automated Results from New Business Intake Implementation:

  • Median time to open, reduced to 3 days including a designed 24 hour hold for attorney reviews of the Daily Conflicts Bulletin
  • Fully automated NBI with Conflicts eliminated geographical office constraints for the Conflicts Department allowing maximum efficiency
New Business Intake